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- **Q4 Strong Finish**: Revenue +10%, orders +14%, EPS +16%, with FY25 revenue up 8% vs. long-term targets.
- **Acquisition-Driven Growth**: $375M FY26 contribution from recent acquisitions, with $100M+ synergies.
- **Wireline Leadership**: Double-digit wireline growth, collaborating with Broadcom on 1.6Tb silicon validation.
- **Defense Expansion**: Record orders, +8% YoY revenue, with wins in radar, space, and AI-accelerated design.
- **FY26 Outlook**: 5%-7% core growth, EPS accretion from M&A, and $1.5B buyback program.

**【CEO Summary Section】**
- **Q4 and FY25 Results**: Revenue grew 10% YoY in Q4, with orders up 14%, driven by AI infrastructure, wireline upgrades, and defense modernization. Full-year revenue increased 8%, exceeding long-term targets.
- **Acquisitions**: Completed acquisitions of Spirent, Synopsys Optical Solutions Group, and Ansys PowerArtist, contributing $375M in FY26 revenue. Synergies expected to generate $100M+ in annual savings.
- **Segment Performance**: 
  - **Communications Solutions Group (CSG)**: Wireline orders grew double-digit, wireless orders outperformed expectations, and defense revenue rose 8% YoY.
  - **Electronic Industrial Solutions Group (EISG)**: Semiconductor and general electronics businesses grew, with AI-related innovation driving demand for high-speed PCB and interconnect test solutions.

**【CFO Financial Commentary】**
- **Q4 Financials**: Revenue $1.419B (10% YoY), EPS $1.91 (16% YoY). Full-year EPS $7.16 (14% YoY), free cash flow $1.3B.
- **FY26 Guidance**: Revenue $1.53B-$1.55B (19% YoY at midpoint), EPS $1.95-$2.01. Excluding acquisitions, core growth 5%-7%.
- **Capital Allocation**: $1.5B share buyback program authorized; FY25 returned $375M to shareholders via buybacks.

**【Q&A Key Highlights】**
- **Wireless Growth**: CEO expects wireless to grow in FY26, driven by 5G stabilization and early 6G collaborations (e.g., channel sounding, digital twins).
- **M&A Synergies**: CFO projects $100M+ annual synergies from acquisitions, with accretion to EPS by FY27.
- **Tariff Mitigation**: Fully offset FY26 tariffs, with August tariff impact resolved one quarter earlier than expected.
- **R&D Investment**: R&D spend approaching 19% of sales, focused on AI, 6G, and silicon photonics solutions.
- **Defense Momentum**: Record orders in aerospace/defense, driven by U.S. and European primes' investments in radar, space, and advanced antenna systems.

Keysight Technologies, Inc. (KEYS) Q4 2025 Earnings Call Transcript

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KEYS

KEYS fundamentals

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