Keysight Technologies

“RF products and RF technologies less software tech as well particularly Keysight's got a little bit more software”

Fortive's CEO differentiated Tektronix from Keysight, noting Fortive leans more toward R&D-lab and RF instrumentation while Keysight carries a larger software mix, in response to an analyst question about why Tektronix underperformed peers this quarter.

“The Spirent PNT portfolio further enhances our ability to serve this market with industry-leading satellite emulation capabilities.”

Keysight's acquired Spirent PNT portfolio strengthens its position in satellite emulation and aerospace/defense test.

“This quarter, Keysight collaborated with MediaTek to progress standards around integrated sensing and communication use cases.”

Keysight partnered with MediaTek on integrated sensing and communication standards work for 6G.

“This quarter, we achieved a live NR-NTN connection with Samsung in a 3GPP-defined satellite frequency band, furthering standardization.”

Keysight collaborated with Samsung on a live non-terrestrial-network connection, advancing 5G/satellite standardization.

“Even the optical business that we just acquired from Synopsys has been around for multiple decades.”

Keysight acquired Synopsys's optical/photonic design business, a divestiture from Synopsys that bolsters Keysight's design-tools portfolio.

“we advanced our software-centric solution strategy with the acquisitions of Spirent, Synopsys Optical Solutions Group, and ANSYS PowerArtist”

Keysight acquired ANSYS's PowerArtist power-analysis product, a read-through on ANSYS divesting the PowerArtist line.

“positioning is a crown jewel, right, inside the Spirent portfolio”

Keysight acquired Spirent, highlighting Spirent's positioning/navigation/timing simulation as a standout asset now folded into Keysight.

“we advanced our software-centric solution strategy with the acquisitions of Spirent, Synopsys Optical Solutions Group, and ANSYS PowerArtist”

Keysight acquired Synopsys's Optical Solutions Group, indicating Synopsys divested its optical solutions unit as part of portfolio reshaping.

“NVIDIA announced a $1 billion strategic investment in Nokia, developing AI-powered networks for future 6G RAN infrastructure”

Nokia is receiving a $1 billion strategic investment from NVIDIA to develop AI-powered 6G RAN networks — a positive capital and technology read-through for Nokia.

“NVIDIA announced a $1 billion strategic investment in Nokia, developing AI-powered networks for future 6G RAN infrastructure”

NVIDIA is making a $1 billion strategic investment in Nokia to develop AI-powered networks for 6G RAN, underscoring NVIDIA's expansion into telecom infrastructure.

“model concurrent RAN and AI workloads in partnership with NVIDIA and an ecosystem of US operators”

Keysight is working with NVIDIA and US operators to model concurrent RAN and AI workloads, reflecting NVIDIA's push into AI-powered RAN/6G infrastructure.

“we partnered with Meta to demonstrate large-scale validation of GPUs and networking prior to deployment into clusters”

Meta is validating large-scale GPU and networking clusters (via the Open Compute Project) before deployment, signaling continued AI-infrastructure build-out at Meta.

“In Q4, we collaborated with Broadcom to validate next-gen 1.6 terabit networking silicon and custom AI accelerators.”

Broadcom is advancing 1.6 terabit networking silicon and custom AI accelerators, using Keysight to validate the designs — a read-through on Broadcom's AI networking silicon roadmap.