Keysight Technologies, Inc. (KEYS) UBS Global Technology and AI Conference 2025 December 3, 2025 2:15 PM EST
Company Participants
Satish Dhanasekaran – President, CEO & Director
Neil Dougherty – Executive VP & CFO
Conference Call Participants
Andrew Spinola – UBS Investment Bank, Research Division
Presentation
Andrew Spinola
UBS Investment Bank, Research Division
Good afternoon, everyone. This is the Keysight presentation at this year’s UBS Technology Conference. I’m Andrew Spinola. I cover Keysight for UBS. On stage with me is Satish Dhanasekaran, CEO of Keysight; and Neil Dougherty, CFO. So, thank you. Welcome.
Satish Dhanasekaran
President, CEO & Director
Thank you.
Neil Dougherty
Executive VP & CFO
Thank you.
Question-and-Answer Session
Andrew Spinola
UBS Investment Bank, Research Division
As we were talking a little bit earlier today, Satish, I want to start with something really high level. As we initiated relatively recently, so I’ve had a lot of introductory calls with clients that are looking at Keysight for the first time. One of the questions that is more challenging to answer is sort of your competitive moat and differentiation. I can see it on the slide in your deck that shows all of the OEMs and how you’ve got almost near unanimous share across all of your end markets with all the major OEMs. But what I don’t understand is how you win that? Is it your technology, speed to market, services, base of engineers that are just comfortable with Keysight technology. What is it that drives that moat and drives the share gains that you build into your long-term model that we’ll talk about later?
Satish Dhanasekaran
President, CEO & Director
All right. Thank you. Well, it’s great to be here, and thank you for covering us. You did a great job with your first write-up. It was very good.
So I’d
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