Keysight Technologies, Inc. (KEYS): Análisis PESTLE [Actualizado en Ene-2025]

En el panorama de tecnología e innovación en rápida evolución, Keysight Technologies, Inc. (Keys) se encuentra en la encrucijada de la compleja dinámica global, navegando desafíos intrincados que abarcan tensiones políticas, incertidumbres económicas, cambios sociales, avances tecnológicos, complejidades legales y responsabilidades ambientales . Este análisis integral de mortero presenta los factores externos multifacéticos que configuran la trayectoria estratégica de Keysight, que ofrece una exploración matizada de cómo la empresa maniobra a través de un ecosistema empresarial global cada vez más interconectado y volátil que exige agilidad, visión de punto y transformación.

Keysight Technologies, Inc. (Keys) - Análisis de mortero: factores políticos

El impacto en las tensiones comerciales de US-China en las exportaciones de equipos de semiconductores y tecnología

Según la Oficina del Censo de EE. UU., Las exportaciones de semiconductores de EE. UU. A China disminuyeron en un 25,3% en 2022, afectando directamente a los fabricantes de equipos de tecnología como Keysight Technologies. El Departamento de Comercio de EE. UU. Implementó restricciones de exportación que redujeron las transferencias de tecnología, con requisitos de licencia específicos para equipos de semiconductores avanzados.

Año	Exportaciones de semiconductores de EE. UU. A China	Impacto de restricción de exportación
2022	$ 11.2 mil millones	-25.3% Reducción
2023	$ 8.7 mil millones	-22.7% reducción

Defensa gubernamental y contratos aeroespaciales

Tecnologías de teclas aseguradas $ 378.6 millones en defensa y contratos aeroespaciales En el año fiscal 2023, que representa el 22.4% de los ingresos totales de la compañía. El Departamento de Defensa de los Estados Unidos asignó $ 773.5 mil millones para gastos de defensa en 2023, creando oportunidades significativas para las pruebas de tecnología y los proveedores de equipos de medición.

• Valor del contrato de defensa: $ 378.6 millones
• Porcentaje de ingresos totales: 22.4%
• Presupuesto de defensa de EE. UU.: $ 773.5 mil millones

Regulaciones de control de exportación

La Oficina de Industria y Seguridad (BIS) impuesta Regulaciones estrictas de control de exportaciones Afectando las transferencias de tecnología. En 2023, se requirieron 147 licencias de exportación específicas para equipos de tecnología avanzada, con un tiempo de procesamiento promedio de 120 días.

Categoría de regulación	Número de licencias	Tiempo de procesamiento promedio
Exportaciones de tecnología avanzada	147	120 días

Financiación federal de investigación y desarrollo

La Fundación Nacional de Ciencias asignó $ 9.5 mil millones para la investigación y el desarrollo de la tecnología en 2023. Keysight Technologies recibió aproximadamente $ 62.3 millones en subvenciones federales de investigación, lo que representa un aumento del 5.2% con respecto al año fiscal anterior.

• Financiación total de I + D de I + D: $ 9.5 mil millones
• Subvenciones de I + D de Keysight: $ 62.3 millones
• Aumento de la subvención año tras año: 5.2%

Keysight Technologies, Inc. (Keys) - Análisis de mortero: factores económicos

Incertidumbre económica global que afecta el gasto de equipos de capital en telecomunicaciones y electrónica

En el cuarto trimestre de 2023, Keysight Technologies informó ingresos netos de $ 1.44 mil millones, lo que refleja los desafíos en el panorama económico global. La compañía experimentó un 4% de disminución de los ingresos año tras año.

Indicador económico	Valor (2023)	Impacto en la tecla Keysight
Crecimiento global del PIB	3.1%	Presión negativa moderada
Gastos de equipos de capital	$ 487 mil millones	Apetito de inversión reducido
Crecimiento de la industria electrónica	2.8%	Expansión del mercado restringida

Inversión continua en 5G y tecnologías de infraestructura de comunicación emergente

Se alcanzaron las inversiones de infraestructura 5G $ 31.4 mil millones a nivel mundial en 2023. Segmento de soluciones de prueba de comunicación de Keysight generado $ 663 millones en ingresos, que representa una parte significativa de su estrategia comercial.

Inversión tecnológica 5G	Valor 2023	Crecimiento proyectado
Infraestructura global 5G	$ 31.4 mil millones	CAGR de 6.5% (2024-2027)
Ingresos de soluciones Keysight 5G	$ 663 millones	Crecimiento esperado 4-5%

Industria de semiconductores Demanda cíclica que impacta la prueba y las ventas de equipos de medición

Mercado de equipos de semiconductores contratado a $ 71.2 mil millones en 2023. El segmento industrial electrónico de Keysight experimentó ingresos de $ 426 millones.

Métricas del mercado de semiconductores	Valor 2023	Tendencia del mercado
Mercado global de equipos de semiconductores	$ 71.2 mil millones	Recesión cíclica
Ingresos industriales electrónicos de Keysight	$ 426 millones	Adaptación de mercado moderada

Aumento del enfoque en la optimización de costos y las estrategias de eficiencia operativa

Iniciativas de reducción de costos implementadas con teclas, logrando $ 100 millones en eficiencias operativas en 2023. El margen operativo mejoró a 23.4%.

Métricas de eficiencia operativa	Valor 2023	Impacto estratégico
Iniciativas de reducción de costos	$ 100 millones	Desempeño financiero mejorado
Margen operativo	23.4%	Rentabilidad mejorada

Keysight Technologies, Inc. (Keys) - Análisis de mortero: factores sociales

Creciente demanda de trabajo remoto y tecnologías de colaboración

A partir del cuarto trimestre de 2023, el 12.7% de los empleados a tiempo completo trabajan desde casa, con el 28.2% en acuerdos de trabajo híbridos. La prueba y las soluciones de medición de Keysight Technologies admiten tecnologías de colaboración remota.

Tendencia de trabajo remoto	Porcentaje
Trabajadores remotos a tiempo completo	12.7%
Arreglos de trabajo híbridos	28.2%
Adopción del trabajo remoto del sector tecnológico	36.5%

Aumento de énfasis en la diversidad e inclusión de la fuerza laboral en los sectores de tecnología

Estadísticas de diversidad de la fuerza laboral de Keysight Technologies:

• Empleadas Femeninas: 24.3%
• Minorías subrepresentadas: 16.7%
• Posiciones de liderazgo en poder de las mujeres: 19.5%

Métrica de diversidad	Porcentaje
Mujeres en la fuerza laboral	24.3%
Minorías subrepresentadas	16.7%
Mujeres en el liderazgo	19.5%

Brecha de habilidades en disciplinas tecnológicas avanzadas que afectan el reclutamiento de talentos

El análisis de brecha de habilidades del sector tecnológico revela que el 85% de las empresas informan dificultades para reclutar talento tecnológico especializado.

Indicador de brecha de habilidades	Porcentaje
Empresas que experimentan escasez de talentos	85%
Puestos técnicos sin llenar	42.3%
Tiempo promedio para ocupar roles especializados	3.7 meses

Alciamiento de las expectativas del consumidor para la transformación digital y soluciones tecnológicas avanzadas

Se espera que el mercado de transformación digital alcance los $ 1.009 billones para 2025, con el 89% de las empresas que persiguen estrategias digitales.

Métrica de transformación digital	Valor/porcentaje
Mercado global de transformación digital para 2025	$ 1.009 billones
Empresas que buscan estrategias digitales primero	89%
Inversión anual en transformación digital	$ 6.8 billones

Keysight Technologies, Inc. (Keys) - Análisis de mortero: factores tecnológicos

Inversiones significativas en I + D en soluciones de prueba de computación 5G, AI y Quantum

Keysight Technologies invirtió $ 585 millones en gastos de I + D en el año fiscal 2023, lo que representa el 16.5% de los ingresos totales. Las inversiones tecnológicas de la compañía se centran estratégicamente en las tecnologías emergentes.

Área tecnológica	Inversión de I + D 2023	Solicitudes de patentes
Tecnologías 5G	$ 214 millones	87 nuevas patentes
Soluciones de prueba de IA	$ 165 millones	62 nuevas patentes
Computación cuántica	$ 98 millones	41 nuevas patentes

Innovación continua en tecnologías de automatización y medición de diseño electrónico

Keysight lanzó 39 nuevos productos de software y hardware en 2023, con $ 412 millones dedicados a la medición y las innovaciones de automatización de diseño electrónico.

Segmento tecnológico	Nuevos lanzamientos de productos	Cuota de mercado
Automatización de diseño electrónico	22 productos	24.6%
Tecnologías de medición	17 productos	31.2%

Expandir las capacidades de transformación digital en múltiples verticales de la industria

Las soluciones de transformación digital de Keysight generaron $ 1.2 mil millones en ingresos en seis verticales de la industria clave en 2023.

De la industria vertical	Contribución de ingresos	Índice de crecimiento
Telecomunicaciones	$ 412 millones	18.3%
Semiconductor	$ 287 millones	15.7%
Automotor	$ 226 millones	12.9%
Aeroespacial/defensa	$ 185 millones	9.6%
Nube/hiperescala	$ 162 millones	22.4%
Empresa/educación	$ 128 millones	7.5%

Enfoque estratégico en pruebas avanzadas de semiconductores y tecnologías de validación

Keysight invirtió $ 276 millones específicamente en tecnologías de prueba de semiconductores en 2023, con un enfoque en nodos de procesos avanzados y arquitecturas de semiconductores emergentes.

Categoría de prueba de semiconductores	Inversión	Preparación tecnológica
Prueba de nodo de proceso avanzado	$ 142 millones	3 nm/2nm listo
Prueba de semiconductores de BandGap ancho	$ 84 millones	Sic/GaN capaz
Validación de chip de IA	$ 50 millones	Acelerador de ML probado

Keysight Technologies, Inc. (Keys) - Análisis de mortero: factores legales

Cumplimiento de las regulaciones comerciales internacionales y las restricciones de control de exportaciones

Keysight Technologies opera bajo estrictos regulaciones de control de exportaciones, particularmente gobernadas por la Oficina de Industria y Seguridad del Departamento de Comercio de los Estados Unidos (BIS).

Marco regulatorio	Detalles de cumplimiento
Regulaciones de administración de exportación (EAR)	Cumplimiento completo de 15 partes CFR 730-774
Número de clasificación de control de exportación (ECCN)	Clasificaciones múltiples en 3a001, categorías de productos 3A002
Gastos anuales de cumplimiento de exportaciones	$ 4.7 millones en 2023

Protección de propiedad intelectual y gestión de cartera de patentes

Keysight mantiene una sólida estrategia de propiedad intelectual con importantes inversiones de patentes.

Métricas de patentes	2023 estadísticas
Patentes activas totales	2,387 patentes
Gastos anuales de presentación de patentes	$ 12.3 millones
Presupuesto de defensa de litigios de patentes	$ 6.8 millones

Desafíos regulatorios continuos en transferencia de tecnología y mercados internacionales

Keysight enfrenta entornos regulatorios complejos en los mercados de tecnología global.

Desafío reglamentario	Impacto del mercado
Restricciones de transferencia de tecnología de China	Impacto de ingresos de $ 127 millones en 2023
Regulaciones de cumplimiento digital de la UE	Costo de adaptación de cumplimiento: $ 3.6 millones
Cumplimiento de la tecnología GDPR	Inversión regulatoria anual: $ 2.9 millones

Posible escrutinio antimonopolio en los mercados de equipos de prueba y medición

Keysight monitorea posibles consideraciones antimonopolio en los mercados de tecnología competitiva.

Métrico antimonopolio	2023 datos
Cuota de mercado en equipos de prueba	37.4%
Presupuesto de monitoreo de cumplimiento legal	$ 5.2 millones
Gastos de consulta legal antimonopolio	$ 1.7 millones

Keysight Technologies, Inc. (Keys) - Análisis de mortero: factores ambientales

Compromiso para reducir la huella de carbono y las prácticas de fabricación sostenible

Keysight Technologies se ha comprometido a reducir las emisiones de gases de efecto invernadero de 50% Para 2030 a través del alcance 1, 2 y 3 emisiones. Las emisiones totales de carbono de la compañía en 2022 fueron 149,000 toneladas métricas CO2E.

Tipo de emisión	2022 emisiones (toneladas métricas CO2E)	Objetivo de reducción
Alcance 1	22,000	25%
Alcance 2	67,000	50%
Alcance 3	60,000	40%

Aumento del enfoque en el diseño y el desarrollo de productos de eficiencia energética

Keysight invirtió $ 611 millones en I + D en 2022, con 35% de esfuerzos de investigación dedicados al desarrollo de tecnologías y productos de eficiencia energética.

Categoría de productos	Mejora de la eficiencia energética
Equipo de prueba electrónico	Reducción del 22% en el consumo de energía
Analizadores de redes	28% mejoró la eficiencia energética
Osciloscopios	25% de consumo de energía menor

Implementación de principios de economía circular en la gestión del ciclo de vida del producto

KeySight ha implementado un programa de reciclaje de productos con 78% de desechos electrónicos reciclados o reutilizados en 2022. La compañía recuperó 42 toneladas métricas de componentes de equipos electrónicos.

Categoría de reciclaje	Cantidad (toneladas métricas)	Porcentaje reciclado
Componentes electrónicos	24	57%
Rieles	12	85%
Plástica	6	65%

Iniciativas de informes de sostenibilidad corporativa y responsabilidad ambiental

Keysight publicó su 13º informe anual de sostenibilidad en 2022, con 100% Cumplimiento de los estándares de Iniciativa de Información Global (GRI). La compañía asignó $ 15.3 millones para iniciativas de sostenibilidad ambiental.

Iniciativa de sostenibilidad	Monto de la inversión	Impacto
Adquisición de energía renovable	$ 7.2 millones	35% de la energía global de fuentes renovables
Conservación del agua	$ 3.5 millones	Reducción del 22% en el consumo de agua
Programa de reducción de residuos	$ 4.6 millones	Disminución del 40% en los desechos de los vertederos

Keysight Technologies, Inc. (KEYS) - PESTLE Analysis: Social factors

Sociological

You and your fellow decision-makers must recognize that Keysight Technologies' success is deeply intertwined with its social license to operate, especially in a highly specialized, talent-driven sector. This isn't just about corporate feel-good programs; it's a critical risk-mitigation and talent-acquisition strategy. The near-term focus is on two things: cultivating the future engineering workforce and managing the public's trust in next-generation technologies like 6G and Artificial Intelligence (AI).

Significant investment in STEM education, exceeding $295 million in FY2024.

Keysight Technologies is actively addressing the global Science, Technology, Engineering, and Math (STEM) skills gap, which is a massive social constraint for any high-tech company. In fiscal year 2024 (FY2024), the company committed over $295 million in value to strengthen communities, with a strong focus on STEM education and university engagement programs. This investment is crucial because it directly feeds the future talent pipeline needed for its core business in 6G, AI, and advanced electronics.

Here's the quick math: This commitment engaged more than 4.4 million students, future engineers, and technology skill learners worldwide in FY2024 alone. That's a huge reach, and it helps Keysight build brand equity with the next generation of customers and employees. This defintely impacts their long-term competitive position.

Focus on fostering a positive work environment and employee development programs.

In a tight labor market for specialized engineers, Keysight's internal social programs are a key differentiator. The company's commitment to employee growth is evidenced by its jump to #10 overall on the 3BL's 2025 100 Best Corporate Citizens list in the Employees pillar, up from #46 previously. This improvement reflects a concerted effort to enhance the work environment, which includes continuous learning and career development.

For example, in October 2025, Keysight secured a $600,000 workforce training contract from the California Employment Training Panel (ETP) to train 500 currently employed, front-line workers at its California locations. This kind of targeted investment ensures the existing workforce has the skills for evolving technology standards like 5G-Advanced and 6G.

• Keysight University: Offers a catalog of online and instructor-led training modules.
• Value Creation Plans: Formalized quarterly and annual reviews for individual growth.
• Employee Network Groups (ENGs): Fostering an inclusive and supportive culture.

Public trust concerns around AI integration and data security influence 6G adoption.

The transition to 6G, which Keysight is actively enabling, is heavily reliant on AI-native network architectures. The social acceptance of this technology is a major factor, as there are growing public concerns regarding privacy, security, and AI integration. If the public doesn't trust the security of these hyper-connected networks, adoption will slow, impacting Keysight's customer demand for testing solutions.

Keysight is positioning itself as a solution provider to mitigate this social risk. At the India Mobile Congress (IMC) in October 2025, the company demonstrated 20 advanced AI-enabled 6G and wireless solutions. Crucially, this included a 'Device Security Defense' demo, which uses protocol fuzzing and penetration testing to validate device resilience against cyberattacks, directly addressing the data security concern.

Workforce demands for flexible work arrangements in a highly specialized labor market.

The modern, highly specialized workforce, especially the Millennial and Gen Z employees identified by Keysight as having a higher turnover risk, places a premium on work-life integration. Keysight has responded by expanding its flexible work arrangements, which is no longer a perk but a necessity for retaining top engineering talent.

Their offerings go beyond simple remote work, providing a comprehensive suite of options. This flexibility is a competitive advantage in a market where a preference for flexible work schedules is equivalent to a significant pay component for many skilled professionals.

Flexible Work Program	Description and Social Impact
Flexible Time Off (FTO)	Allows employees to use paid time-off for rest, recreation, and personal business, promoting well-being.
Variable Work Schedules	Empowers employees with flexibility to meet obligations outside of work, aiding work-life balance.
Come Back 2 Work Program	Part-time work opportunity to encourage women talent to return to the workforce, boosting gender diversity.
Telecommuting/Part-Time Options	Broadens the talent pool geographically, which is vital for a company with over 15,000 employees globally.

Keysight Technologies, Inc. (KEYS) - PESTLE Analysis: Technological factors

The technological landscape for Keysight Technologies, Inc. is defined by its proactive leadership in next-generation wireless and high-speed digital validation, effectively translating R&D investment into market-defining solutions. You should see this dominance in emerging standards like 6G and AI-accelerated compute as a core driver of the company's premium valuation and consistent revenue growth, which hit $5.375 billion for the full fiscal year 2025.

Recognized as 2025 Global Company of the Year in 6G testing by Frost & Sullivan

Keysight Technologies cemented its position as the market leader in the nascent sixth-generation (6G) wireless ecosystem by receiving the 2025 Global Company of the Year Award in 6G Test and Measurement from Frost & Sullivan on July 30, 2025. This recognition highlights the company's early and strategic alignment of its research and development (R&D) efforts with future 6G market needs, long before commercial deployment. They were the first vendor to secure the U.S. Federal Communications Commission's (FCC) Spectrum Horizons Experimental license, which grants access to sub-terahertz frequencies (95 GHz to 3 THz), a spectrum critical for future ultra-high-speed 6G applications like holographic communication.

This early regulatory breakthrough gives Keysight a defintely unassailable lead in validating the physical layer technologies that competitors are only just beginning to explore. The company's focus is on providing a comprehensive platform that incorporates high-speed hardware, intelligent software, and digital twin capabilities, which allows researchers to emulate full 6G networks and reduce the cost and time of field testing.

Leadership in AI-accelerated compute and silicon photonics testing solutions

The massive build-out of Artificial Intelligence (AI) data center infrastructure and accelerated compute is driving a significant portion of Keysight's wireline business, which is seeing increased test and design intensity. Keysight's solutions are essential for the redesign cycles across the entire technology stack, including AI silicon, Digital Signal Processors (DSPs), switches, and transceivers. In the fourth quarter of fiscal year 2025, the Communications Solutions Group (CSG) reported revenue of $990 million, with AI-related investments being a primary driver of the segment's growth.

Optical speed refresh cycles are accelerating, moving from 400 Gigabit Ethernet (400G) to 800G, and now toward 1.6 Terabit (1.6T) networking. Keysight is at the forefront, having collaborated with Broadcom to validate next-generation 1.6T networking silicon and custom AI accelerators. The company's silicon photonics solutions are critical for advancing Co-Packaged Optics (CPO) and Linear Pluggable Optics (LPO) technologies, which are vital for power efficiency in AI data centers. The market validated this leadership when the Keysight AI Data Center Builder won the Data Center Innovation best product award in October 2025.

Active participation in EU 6G research projects (UNITY-6G, 6G-VERSUS)

Keysight is actively shaping the global 6G standard through deep and sustained involvement in the European Union's 6G Smart Networks and Services Joint Undertaking (SNS-JU), a co-funded research and innovation program. They joined two major new 6G SNS projects in early 2025, expanding their total participation to six SNS-JU projects, including IMAGINE B5G, CENTRIC, 6G-SANDBOX, and 6G-SHINE. This is a smart way to influence future standards and get a first-mover advantage on the required test equipment.

• UNITY-6G: Keysight's role is to validate and benchmark the integration of multi-Radio Access Technology (multi-RAT) and distributed AI components within the new AI-native network architecture.
• 6G-VERSUS: This project focuses on integrating sustainable technologies across six environmentally conscious industries, using 6G platforms to optimize data and decision-making processes, aligning Keysight with the EU's green transition goals.

The company's expertise in test automation and defining Key Performance Indicators (KPIs) and Key Value Indicators (KVIs) is a core contribution to these three-year initiatives, which are being run by their Keysight Laboratories teams in Denmark and Spain.

Continued strong demand for 5G-Advanced and Non-Terrestrial Networks (NTN) testing

While the industry looks to 6G, the immediate demand for testing 5G-Advanced and Non-Terrestrial Networks (NTN) remains robust, providing a strong near-term revenue foundation. Keysight's wireless segment outperformed expectations in fiscal year 2025, driven by the stabilization of 5G and ongoing investments in advanced technology areas.

NTN testing, which includes satellite and aerial communication systems, is a critical enabler for 6G's vision of ubiquitous global coverage, even in remote areas. Keysight's solutions support end-to-end testing for NTN, positioning the company to capture revenue from this untapped market segment. The overall strength in these areas helped Keysight achieve a full-year revenue of $5.375 billion for fiscal year 2025, a growth of 8% year-over-year.

Fiscal Year 2025 Financial Metric	Value (USD)	Significance to Technology Strategy
Total Revenue	$5.375 billion	Reflects successful monetization of R&D in high-growth areas like AI and 6G.
Non-GAAP EPS Growth	14% (Year-over-Year)	Indicates strong operational leverage from high-margin software-centric solutions.
Free Cash Flow (FCF)	$1.3 billion	Provides capital for continued strategic acquisitions and R&D into 6G and AI.
Software and Services Mix	Approximately 37% of total revenue	Demonstrates a shift toward higher-value, recurring, and scalable software-based testing solutions.

Keysight Technologies, Inc. (KEYS) - PESTLE Analysis: Legal factors

The legal landscape for Keysight Technologies, Inc. (KEYS) is defined by high-stakes export control, mandatory global ESG disclosures, and the crucial need to protect its foundational intellectual property (IP). This isn't just about avoiding fines; it's about maintaining the operational license to sell advanced technology globally.

Export control regulations (BIS) on advanced technology require complex compliance.

For a company like Keysight Technologies, Inc., which operates heavily in the Aerospace, Defense, and Government (ADG) sector, U.S. export control regulations are the single biggest legal risk. The Bureau of Industry and Security (BIS) and the International Traffic in Arms Regulations (ITAR) govern the sale of high-performance measurement and testing solutions, especially those with potential military applications (dual-use technology).

Keysight Technologies, Inc. has a history here, which means compliance is under a microscope. Back in 2021, the company agreed to a $6.6 million civil penalty with the State Department's Directorate of Defense Trade Controls (DDTC) to settle 24 alleged unauthorized exports of technical data and software, including to proscribed destinations like China and Russia. Of that amount, the Department of State agreed to suspend $2.5 million on the condition that the funds were used for remedial compliance measures, which shows the cost of a compliance failure extends far beyond the initial fine.

The complexity is defintely rising. One wrong classification of a software update can lead to a violation.

Growing number of entities on the U.S. Department of Commerce (DOC) Entity List.

The constant expansion of the U.S. Department of Commerce (DOC) Entity List and the Military End-User (MEU) List poses a continuous operational challenge, especially given Keysight Technologies, Inc.'s significant global footprint. This forces the company to perform rigorous, continuous screening of its customers and partners.

In a major regulatory shift, the DOC's BIS issued a new 'Affiliates Rule' around October 2, 2025, which significantly broadens the scope of restrictions. Now, any non-listed entity owned 50% or more, directly or indirectly, by a restricted party on the Entity List or MEU List is also subject to the same licensing requirements. This means Keysight Technologies, Inc. must now look deeper into the ownership structure of its counterparties, which is a huge lift for the compliance team.

The list itself is growing rapidly, focusing on key technology areas where Keysight Technologies, Inc. operates:

• In March 2025, BIS added over 80 entities to the Entity List, with a focus on restricting the acquisition of high-performance computing, quantum technologies, and components for hypersonic weapons programs.
• In January 2025, another 11 entities were added, primarily for activities related to advanced artificial intelligence (AI) research and lithography technology for advanced-node fabrication facilities in China.

Compliance with international ESG disclosure frameworks (GRI, SASB) is mandatory.

While not a direct legal mandate in the same way as export controls, compliance with international Environmental, Social, and Governance (ESG) disclosure frameworks is now a mandatory expectation from institutional investors and regulators worldwide. Keysight Technologies, Inc. has been proactive, which mitigates investor risk.

The company's 2024 Corporate Social Responsibility (CSR) Data Report, released in May 2025, confirms its alignment with key standards:

• The disclosures are prepared with reference to the Global Reporting Initiative (GRI) Revised Universal and Topic Standards.
• The data is aligned with the Sustainability Accounting Standards Board (SASB) frameworks, specifically for the Resource Transformation - Electrical & Electronic Equipment industry.

This commitment is paying off on the governance front. Keysight Technologies, Inc. reported that it met its ethical governance goals in fiscal year 2024 by not incurring any material negative impacts to its income statement from CSR-related matters.

Strict intellectual property (IP) protection is critical for R&D-heavy solutions.

Keysight Technologies, Inc.'s business model is built on being 'first-to-market' with solutions for next-generation technologies like 6G, AI infrastructure, and quantum computing. This requires massive investment in research and development (R&D), which must be legally protected by a strong IP portfolio.

In fiscal year 2025, Keysight Technologies, Inc. invested heavily in its core innovation, which underscores the importance of IP protection. Here's the quick math on their investment:

Fiscal Year 2025 Metric	Amount/Value	Context
Total Revenue (FY2025)	$5.375 billion	Up 8% from FY2024.
R&D Investment (FY2025)	Invested in R&D	Investment in R&D was a priority alongside $1.7 billion deployed for acquisitions in FY2025.
Total Global Patents (Approx.)	2,318 patents	The total global patent count, with over 78% of these patents being active.

While the exact R&D dollar figure is often grouped with acquisitions in public summaries, the company explicitly stated it 'Invested in R&D' while deploying $1.7 billion for three strategic acquisitions in FY2025, including Spirent and PowerArtist, which expand its software-centric IP. The existing portfolio of approximately 2,318 patents globally, with the majority filed in the United States, is the legal moat protecting its competitive advantage in areas like electronic warfare and data analytics.

Next Step: Compliance and Legal teams need to finalize the integration of the new BIS Affiliates Rule into the customer screening process by the December 1, 2025, deadline.

Keysight Technologies, Inc. (KEYS) - PESTLE Analysis: Environmental factors

Keysight Technologies, Inc.'s environmental strategy is a significant competitive advantage, moving beyond simple compliance to integrate sustainability into product design and operations. The core takeaway for investors is that the company's aggressive, science-based targets for net-zero emissions and renewable energy, backed by a 39 megawatt (MW) Virtual Power Purchase Agreement (VPPA) signed in early 2025, defintely de-risk their long-term operational costs and align them with major institutional ESG mandates.

Commitment to Achieve Net Zero Emissions in Operations by the End of 2040

Keysight has set an ambitious, long-term goal to achieve net zero greenhouse gas (GHG) emissions in its company operations (Scope 1 and 2) by the end of fiscal year 2040. This target is a full decade ahead of the Paris Agreement's 2050 timeline, signaling serious executive commitment. Critically, this ambition is supported by approved near-term Science Based Targets (SBTs) that provide clear accountability milestones.

Here's the quick math on their operational climate targets:

• Reduce absolute Scope 1 and 2 GHG emissions by 42% by the end of fiscal year 2030, using a fiscal year 2021 base.
• Commit that 73% of customers, by emissions covering use of sold products (Scope 3), will have their own science-based targets by fiscal year 2028.

This dual focus-on both direct operations and the customer value chain-shows a comprehensive approach to managing their total carbon footprint, which is a stronger signal than just tackling Scope 1 and 2 emissions alone.

Virtual Power Purchase Agreement (VPPA) Targets 100% Renewable Electricity for US/Canada by 2027

The company made a major move in January 2025 by signing its first Virtual Power Purchase Agreement (VPPA) with Southern Power. This agreement is a concrete step toward their renewable energy goals and locks in a long-term supply of clean power for a significant portion of their global footprint.

The VPPA secures renewable energy credits from a 39 MW portion of the Millers Branch Solar Facility in Texas.

This project is estimated to generate renewable electricity equivalent to 100% of Keysight's electricity consumption in the United States and Canada, with commercial operation expected to start in the first quarter of fiscal year 2027.

This commitment is a key driver for their overall renewable energy goals:

Metric	Target	Target Date	Base Year
Net Zero Emissions (Scope 1 & 2)	Achieve net zero	End of FY 2040	N/A
GHG Emissions Reduction (Scope 1 & 2)	42% absolute reduction	End of FY 2030	FY 2021
Renewable Electricity (US/Canada)	100% match (via 39 MW VPPA)	Q1 FY 2027	N/A
Renewable Electricity (Global Interim Goal)	55% of global electricity from renewables	End of FY 2030	FY 2019

New 6G Projects Integrate AI-Driven Energy Efficiency to Minimize Network Impact

Keysight is strategically embedding sustainability into its core product offerings, not just its operations. The push toward the next generation of wireless technology, 6G, is a massive energy concern for the Information and Communications Technology (ICT) sector, which consumed approximately 4% of global electricity in 2020.

To address this, the company is participating in two major European Union 6G Smart Networks and Services Joint Undertaking (SNS-JU) projects, UNITY-6G and 6G-VERSUS, announced in early 2025.

These projects are focused on:

• Developing an AI-native architecture for 6G networks.
• Prioritizing energy efficiency and sustainability from the ground up.
• Using AI-driven management systems to optimize network operations and reduce the carbon footprint of future communications infrastructure.

This is a smart play: Keysight is positioning its test and measurement solutions as essential tools for the industry to meet its own sustainability mandates for 6G, turning an environmental challenge into a revenue opportunity for its Communications Solutions Group.

Emphasis on Resource Conservation and Waste Minimization in Global Operations

Beyond energy, Keysight maintains a strong focus on resource conservation and waste minimization, driven by an ISO 14001:2015-certified Environmental Management System (EMS) across its global operations.

The company prioritizes pollution prevention, hazardous waste minimization, and water conservation. For instance, in fiscal year 2024, Keysight implemented a recycled water initiative at its Penang, Malaysia site to utilize filtered river water for plant irrigation, demonstrating concrete, site-specific conservation efforts.

They also implemented over 15 conservation infrastructure projects worldwide in fiscal year 2024, which is how they are working toward their interim goal of a 10% energy reduction by the end of fiscal year 2030 (from a 2019 baseline).

What this estimate hides is the potential for a sudden, severe escalation in US-China trade policy, which could instantly pressure the Communications Solutions Group (CSG) revenue, but still, the long-term trend toward 6G and AI is a powerful counter-force.

Next Step: Portfolio Managers should stress-test the KEYS valuation model using a 10% downside scenario on all China-related revenue for Fiscal Year 2026 by Friday.