KE

Keysight Technologies, Inc. stock research

Apr 30, 2024

FY2024 Q2

Keysight Technologies (KEYS) Gross Margin — Quarter Ended Apr 30, 2024

Revenue and gross profit both decreased compared to the immediately preceding quarter and the same quarter one year earlier. Gross margin weakened relative to both prior periods, as cost of revenue declined at a slower pace than revenue.

Gross margin takeaway

Quarter ended Apr 30, 2024 · FY2024 Q2

Revenue and gross profit both decreased compared to the immediately preceding quarter and the same quarter one year earlier. Gross margin weakened relative to both prior periods, as cost of revenue declined at a slower pace than revenue.

  • The gross margin decline was driven by a proportionally smaller reduction in cost of revenue relative to the drop in revenue, compressing gross profit.
  • Compared to the prior quarter, revenue and gross profit were lower while cost of revenue was slightly higher, leading to a weakened gross margin. Versus the same quarter last year, all three metrics—revenue, gross profit, and cost of revenue—were lower, with gross margin also lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

62.7%

Gross profit

$763.0M

Revenue

$1.2B

Cost of revenue

$453.0M

Quarter-over-quarter change

-1.8 pts

Year-over-year change

-2.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jul 31, 2023$1.4B$896.0M$486.0M64.8%
Oct 31, 2023$1.3B$844.0M$467.0M64.4%
Jan 31, 2024$1.3B$813.0M$446.0M64.6%
Apr 30, 2024$1.2B$763.0M$453.0M62.7%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jan 31, 2024

-1.8 pts

Year-over-year change

Apr 30, 2023

-2.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin decline was driven by a proportionally smaller reduction in cost of revenue relative to the drop in revenue, compressing gross profit.

Compared to the prior quarter, revenue and gross profit were lower while cost of revenue was slightly higher, leading to a weakened gross margin. Versus the same quarter last year, all three metrics—revenue, gross profit, and cost of revenue—were lower, with gross margin also lower.

Monitor the trajectory of cost of revenue relative to revenue, as its slower decline has been the primary factor in margin compression.