KE

Keysight Technologies, Inc. stock research

Oct 31, 2024

FY2024 Q4

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

Revenue was higher than the prior quarter but flat compared to the same quarter last year. Gross profit improved sequentially, yet gross margin weakened relative to the year-ago period, as cost of revenue increased at a faster pace than revenue on an annual basis.

Gross margin takeaway

Quarter ended Oct 31, 2024 · FY2024 Q4

Revenue was higher than the prior quarter but flat compared to the same quarter last year. Gross profit improved sequentially, yet gross margin weakened relative to the year-ago period, as cost of revenue increased at a faster pace than revenue on an annual basis.

  • The sequential improvement in gross profit, despite a larger cost of revenue, indicates that revenue growth outpaced cost growth in the current quarter versus the prior quarter.
  • Compared to the prior quarter, revenue and gross profit were higher, and gross margin was slightly higher. Compared to the same quarter one year ago, revenue was stable, gross profit was lower, and gross margin was lower.

Gross margin snapshot

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

Gross margin

62.3%

Gross profit

$802.0M

Revenue

$1.3B

Cost of revenue

$485.0M

Quarter-over-quarter change

+0.3 pts

Year-over-year change

-2.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Oct 31, 2024$1.3B$802.0M$485.0M62.3%

Quarterly comparisons

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

Previous-quarter change

Jul 31, 2024

+0.3 pts

Year-over-year change

Oct 31, 2023

-2.1 pts

What the margin says

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

The sequential improvement in gross profit, despite a larger cost of revenue, indicates that revenue growth outpaced cost growth in the current quarter versus the prior quarter.

Compared to the prior quarter, revenue and gross profit were higher, and gross margin was slightly higher. Compared to the same quarter one year ago, revenue was stable, gross profit was lower, and gross margin was lower.

Monitor the trajectory of cost of revenue relative to revenue, as its annual increase outpaced revenue growth and compressed gross margin.