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Keysight Technologies’ $1 Billion Breakthrough — AI Infrastructure Changes The Math!

Keysight Technologies reported strong fiscal third-quarter 2026 results with notable growth across multiple business segments, driven by robust demand in AI infrastructure, advanced semiconductors, aerospace, defense, and next-generation communications. The company recorded a 56% increase in orders and a 36% rise in revenue year-over-year, while earnings per share grew by 79%. Free cash flow generation remained healthy, supporting continued financial strength. The company also raised its guidance for both the fourth quarter and the full fiscal year, reflecting confidence in ongoing momentum. The Communications Solutions Group (CSG) led growth with 43% revenue increase, including the Commercial Communications business achieving its first $1 billion quarter. Key drivers in this segment include the rapid scaling of AI infrastructure ecosystems and growth in wireline revenue, which surpassed wireless revenue for the first time.