Keysight Technologies Q3 2025: Contradictory Insights on Wireless Stability, Tariff Strategies, and AI Demand

Revenue and Order Growth:
- Keysight Technologies reported an 11% year-over-year increase in revenue to $1.4 billion, with earnings per share of $1.72.
- Orders increased by 7%, with growth across both the CSG and EISG segments, driven by strong R&D activity and continuing AI momentum.

Wireline and AI Demand:
- The Communications Solutions Group (CSG) delivered solid year-over-year order and revenue growth, with significant contributions from AI-driven demand.
- Keysight is capitalizing on increased investments in compute, memory, and networking technologies, attributed to the rapid innovation across the technology stack.

Aerospace, Defense, and Government Segment:
- Aerospace, defense, and government achieved revenue of $296 million, an 8% increase year-over-year, due to elevated defense spending globally and modernization priorities.

Semiconductor and Broad General Electronics:
- Semiconductor demand for Keysight's wafer test solutions remained robust, driven by sovereign priorities and increased interest in high-bandwidth memory and silicon photonics solutions.
- The general electronics business saw strong order growth, fueled by high-performance requirements in AI data centers and advancements in medical devices and digital health.