Jason Moser

speaker
1,648 appearances 10 recordings 1 series first heard Sep 2014 last heard 14 Aug

Jason Moser’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.

Appearances

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And it takes a lot to bring this technology to market, Dan.
From design and development to testing and deployment is an arduous process, requires near perfection.
Keysight
delivers a portfolio of hardware, software and services that enable its customers to do it all.
And the company operates ultimately in two different segments.
They have the communications solution side of the business, which is electronic design and test software, instrumentation systems and related services.
They're in markets or
commercial communications, aerospace, defense, government end markets.
And then they also have the electronical industrial solution side of the business, which consists of also electronic design, testing and simulation software, computer-aided engineering solutions.
Those end markets include automotive, energy, semiconductor, general electronics.
They make their money by selling the hardware
software, and services to a global base of over 30,000 different customers.
I like the fact that software and services now represents approximately 36% of the business.
That's higher margin recurring revenue.
And so definitely business to keep an eye on here.
It's boring, but it's crucial.
And that's the key.
That's the key, Dan.
No, it's been a little bit different here.
And what we saw for the quarter, I mean, chips and AI infrastructure really are what are driving the bus here, right?
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