Keysight Technologies Inc (NYSE:KEYS)

$ 137.01 -1.47 (-1.06%) Market Cap: 23.91 Bil Enterprise Value: 24.55 Bil PE Ratio: 29.85 PB Ratio: 4.88 GF Score: 83/100

Keysight Technologies Inc at Stifel Cross Sector Insight Conference (Virtual) Transcript

Jun 08, 2021 / 07:20PM GMT

Release Date Price: $148.74 (+0.40%)

Transcript

John Warren Marchetti;Neil P. Dougherty

Stifel, Nicolaus & Company, Incorporated, Research Division - MD & Senior Analyst;

Good afternoon, everyone, and thanks again for joining us here on Day 1 of our Stifel Cross Sector Industry Conference.

We're fortunate today to have Keysight Technologies with us. We've got the CFO, Neil Dougherty, who is also known as Neil Stevenson, to those of you who have traveled extensively throughout Europe. But Neil, where I'd like to start is there's been obviously a lot made of what's going on in the supply chain right now.

You've got some internal capabilities, obviously, with the Santa Rosa facility that you have in terms of the fab there. But you also do quite a bit in Malaysia. You work with a lot of partners. Can you just talk a little bit about maybe what's going on on that supply side?

And then maybe as an offshoot of that, how that's impacting your customer demand? Are they struggling to get everything they need and then you see the sort of the ripple effects of that right on down the line.

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