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What are the key assumptions embedded in the low and the high end of your July quarter revenue guide
When do you expect backlog for SSG to show the inflection point and show growth
how should I think about the migration to the v9 higher royalty? Is going to help offset lower smartphone units
it seems like advanced logic would be the first adopter and then there's a debate as to what happens to foundry versus DRAM as the second type of adopter for these High NA technology?
can you remind us what are the key milestones as we go from R&D NXE:5000 to production, which is NXE:5200?
can you give me an update where we are with the throughput for NXE:3800E? Where is it today?
does that mean that the backlog would be kind of in the 18 month range or are we going to go back to like 22, 23 when backlog was extended due to supply constraints?
gross margin would need to improve -- corporate gross margin would need to improve by about 150, 160 basis points
Should we expect this booking in the backlog is good for, like, the entire fiscal year
how do you envision the change of architecture changing like HGX, DGX and MGX?
should we expect that by '26, '27, the incremental revenue opportunities would be in the high single billion on a quarterly
Should we assume that you would be able to make the entire solar module, including poly and the module itself at an affordable way
can you elaborate how the mix is today, the mix of revenue between polysilicon wafer and module?
what you hear from your panel customers regarding end market demand
why not step up and be more aggressive with buyback? What is holding you back?
Is there any way we could size the wireline or AI opportunity as it relates to components
historically, your backlog had an age of 6 months. That is, the backlog would be shippable in 6 months
I'm under the impression that most of it is driven by a scale-out. If I'm correct with that assumption, when do you see opportunities
you have defined your overall business by a mix of software and hardware, R&D and high-volume manufacturing
how do you see the wireless trending? It has been kind of depressed for the past few years
would there be an additional growth acceleration for Keysight? Would there be any upgrade
CSG had kind of flattish operating margin, but EISG had more than 200 basis points of increase in operating margin
can you put some color around the dollar value of orders or business revenue that is coming in
your fiscal year '25 operating margin would be kind of flattish compared to fiscal year '24
Would it be fair to say that your content would increase as you migrate from 800 gig to 1.2 terabytes
how should we think about the pros and cons of 5G plus or 6G versus satellite communication
Would that actually be incremental for Keysight, zeros -- or is no neutral -- net neutral for Keysight opportunities
And that increased concentration would, in my opinion, give your customers some leeway. They don't have to rush to secure capacity
Is there any way we could think about WFE in terms of strategic investment versus technology upgrade, which could also be a strategic versus maintenance?
does the availability of a 128-terabyte QLC-based NAND impact your ability to provide search solutions, especially for the AI application?
how should we think about the seasonality into the January quarter?
the all-flash array had a 12% CAGR from FY23 through FY25. Would you expect FY26 to carry on with the same momentum, or are we gonna have kind of a deceleration before growth accelerates into FY27?
is there any way you can kind of quantify how each one of these contributors or each growth vectors line up
where are we in terms of increasing the QLC mix that would give you better cost? And how do you see the competitive environment
Where are we with the CFO search
capacity has remained around 5,000 racks per month. But your CapEx has been pretty aggressive. Can you help me reconcile
it seems like there was a onetime positive impact your days of inventory went up, but you were able to significantly increase your operating cash flow
maybe you can help us give us an update on your total capacity, especially with the Malaysia expansion
Why isn't there more urgency? Why aren't your customers your customer's customer aren't willing to commit more?
how should we think about the mix that impacts the ASP? Obviously, as you scale your SSD, there is a higher premium
What's the update on the UltraQLC 256TB? I think last earnings call; you said that you have a Tier 1 data center
should we assume that as this 5 as the 128 terabyte ramps middle of next year, you would allocate more bits
How should I think about depreciation, especially since it did dip in the December quarter?
are you seeing a consistent trend where late in a quarter, you get the rush order, you get the programs in line
Does that also add a new layer of opportunity for you? Was that already embedded in your longer-term forecast?
what is the sensitivity to that ATE and the $6 billion revenue target? Is that a baseline assumption?
How do you see that evolving, especially given the increased new products coming out?
How do you see your activity and design wins manifesting into increased penetration in this specific segment
I imagine these design wins weren't factored in when you provided that target earlier this year. Would that be a fair statement?
one of your key HDD customer guided to almost a doubling in CapEx. How should we think about the system-level test?
2026 could be an inflection point in both mobile catalyzed by 2-nanometer and increased complexities
what's in it for Infineon? And how should I think about partnership benefits to Teradyne and benefits to Infineon
what's the plan B? We have -- you have spent several years reorganizing, enhancing the channel partners
what's the update on the CFO search? And how should we think about the execution and search for the CFO
I want to learn more how you're thinking about procuring the key components for HAMR technology, especially as you engage with two hyperscalers