Description

Celestica Doubles Down on 00G & AI—Is This The Tech Stock Wall Street Is Sleeping On? 

Celestica’s Q2 2025 results indicate a robust overall performance with notable achievements and persisting challenges. Revenue for the quarter reached $2.89 billion, a 21% increase year-over-year, indicating strong demand across the company’s portfolio. The Communications and Cloud Solutions (CCS) segment, driven by hyperscale customers’ strong networking product requirements, significantly contributed to this growth. The CCS segment showed a 28% rise in revenue, accounting for 72% of total company revenue. The ramping up of networking switch programs, such as 800G and 400G, played a critical role, with demand from hyperscalers increasing as they bolster their data center infrastructures for AI applications.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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