Key events, in time order
Strong Q3 beat and raised guide, but CEO warning drove 11.7% weekly decline
11th consecutive quarter of EPS and revenue beats, but shares lower pre-market; supply chain constraints bind profit growth
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Facts and opinions separated · All items sourced · Not investment advice
Keysight builds the electronic test gear and software that engineers use to design and verify chips, networks, and devices—think of it as the quality-control lab for the tech industry.
Money comes from selling high-margin test instruments and software, with gross margins around 64.7% and net margins near 19.1%—recurring software and services add stability.
Deep customer lock-in from decades of installed test equipment and proprietary software standards makes switching costly; however, competitors like Tektronix and Rohde & Schwarz are chipping away with cheaper alternatives, eroding pricing power.
Hold (sector percentile 60) — value B-, growth B, profitability B, momentum B-, revisions B+. Updated daily, sector-relative, identical for every user.
