KE

Keysight Technologies, Inc. stock research

Jul 31, 2024

FY2024 Q3

Keysight Technologies (KEYS) Gross Margin — Quarter Ended Jul 31, 2024

Revenue and gross profit both declined compared with the prior quarter and the same quarter a year earlier, while cost of revenue decreased less sharply. Gross margin weakened sequentially and from the prior-year period, reflecting a lower proportion of revenue retained as gross profit.

Gross margin takeaway

Quarter ended Jul 31, 2024 · FY2024 Q3

Revenue and gross profit both declined compared with the prior quarter and the same quarter a year earlier, while cost of revenue decreased less sharply. Gross margin weakened sequentially and from the prior-year period, reflecting a lower proportion of revenue retained as gross profit.

  • The decline in gross margin from both the preceding quarter and the year-ago quarter is primarily attributable to a larger decrease in gross profit relative to the reduction in revenue, with cost of revenue declining at a slower rate than revenue.
  • Compared with the immediately preceding quarter, gross margin was slightly lower; revenue was stable, while gross profit and cost of revenue both moved in opposite directions with gross profit decreasing and cost of revenue increasing. Compared with the same quarter one year earlier, revenue, gross profit, and cost of revenue were all lower, with gross margin also lower.

Gross margin snapshot

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

Gross margin

62.0%

Gross profit

$755.0M

Revenue

$1.2B

Cost of revenue

$462.0M

Quarter-over-quarter change

-0.7 pts

Year-over-year change

-2.8 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Jul 31, 2024$1.2B$755.0M$462.0M62.0%

Quarterly comparisons

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

Previous-quarter change

Apr 30, 2024

-0.7 pts

Year-over-year change

Jul 31, 2023

-2.8 pts

What the margin says

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

The decline in gross margin from both the preceding quarter and the year-ago quarter is primarily attributable to a larger decrease in gross profit relative to the reduction in revenue, with cost of revenue declining at a slower rate than revenue.

Compared with the immediately preceding quarter, gross margin was slightly lower; revenue was stable, while gross profit and cost of revenue both moved in opposite directions with gross profit decreasing and cost of revenue increasing. Compared with the same quarter one year earlier, revenue, gross profit, and cost of revenue were all lower, with gross margin also lower.

Monitor the trajectory of cost of revenue relative to revenue, as cost of revenue increased sequentially despite stable revenue, compressing gross margin.