Key Takeaways CLS revenues rose 20% YoY in Q1 2025, led by strong traction in Connectivity Celestica, Inc. (CLS) reported a substantial 20% top-line improvement year over year to $2.64 billion in the first quarter of 2025. The company witnessed solid growth in Connectivity & Cloud Solutions segment (“CCS”), driven by healthy demand in the Communications end market. Revenues from High Performance Solutions (“HPS”) product lines were up 99% year over year, backed by strong sales of 400G switches and growing t ...

Fabrinet (FN) FY 2025 Conference June 10, 2025 11:00 AM ET Speaker0 Hi, everybody. Welcome. Good morning, good afternoon, depending on where you are. Welcome to the Rosenblatt Age of AI conference, to our June session. I am Mike Genovese, the cloud and communications equipment infrastructure analyst. I'm super happy that you're all joining us today and very pleased to have the management team from Fabrinet. We have Seamus, we have Saba, and we have Garo, CEO, CFO, and head of investor relations. Great to se ...

ab 14 May 2025 Global Research Inventec Q125 earnings: Solid results but guiding a fade into 2H25 Q125 reports solid profitability from servers Inventec held its Q125 results call after the close May 13th. Sales was NT$157.0bn (- 21% QoQ, +20% YoY), largely in-line with street and UBSe. Mix shifted to notebooks 49%, servers 48%, smart devices 3%, versus 47%, 49% and 4% respectively in Q424. AI servers reached 50% of server sales vs. 25-30% in 2024 mostly still Hopper generation H200 HGX systems and H20 to C ...