Keysight Technologies, Inc. Q1 2026 Earnings Call Summary
Performance was driven by the convergence of AI-driven technology transformations, next-generation connectivity, and rising semiconductor complexity. Wireline orders reached record levels, surpassing wireless for the first time, as hyperscalers scale-up and scale-out AI infrastructure architectures. The shift toward Ethernet-based AI fabrics and 800G/1.6T optics is creating high-intensity validation requirements across the entire infrastructure stack. Aerospace and Defense growth reached record Q1 l ...