Celestica, Inc. (CLS) Q1 2025 Earnings Call

Investor webinar replay

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to supporting our aftermarket services, repair, break, fix, and things along those lines. And as you pointed out, that is a higher offering and full lifecycle solution that we support with our customers. We're also continuing to grow that line of business. The growth in that business is very, very strong. And based on some of the new awards that we have with our hyperscaler customers and digital natives, we've been looking to expand that offering to support our customers in the future as well. Question, Mr. Huang, and your next question comes from the line of Robin Roy with CFO. Please go ahead. Thank you very much. Mandeep, I wanted to start with the enterprise side and, you know, the first question you talked about the ramps into year end. Obviously, we have the full year guide and congrats on continued improvement and profitability. But how should we think about sort of exit rate on margins as you have stronger enterprise exiting the year? Yeah. Hi, Rick. Good morning. towards or through the rest of this year. And so we're on a very nice run rate right now in terms of HPS, and that's a large contributor. You know, when you're thinking about the margin profile between enterprise and comms, when you're thinking about it between hyperscalers and non-hyperscalers, there's not that much of a differentiation within the hyperscaler portfolio specifically. The other thing, too, is that we are growing revenue second half versus first half. we would hope then could fall to the bottom line. Perfect. Thank you. And a quick follow-up for Rob on the optical transceiver win. You talk about competitively sort of why you won, what the interface speed is of the transceiver and sort of type of customer perhaps that you're dealing with for that win. Thank you. Yeah, thanks, Ruben. So...