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Flex (FLEX) investor relations material

Flex Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025

Data center market and growth

  • Data center business projected to grow from $4.8B to $6.5B this year, a 35% YoY increase, following 50% growth the prior year.

  • Power segment expected to outpace integration in growth, with both segments benefiting from a diversified customer base including hyperscalers, colos, and silicon providers.

  • Recent acquisition of JetCool and a warrant agreement with Amazon are expanding enterprise and hyperscaler relationships, incentivizing further growth.

  • Focus on custom applications and integrated solutions differentiates from standard ODMs and EMS competitors, supporting higher margins.

  • Ongoing investments in new factories and partnerships aim to cover 80% of available data center spend, with further expansion into the utility market via acquisitions like Crown Technical.

Automotive and adjacent markets

  • Automotive market faces macro and policy headwinds, with a shift from EV to hybrid/ICE, but the power platform remains agnostic and well-positioned.

  • Transition to software-defined vehicles is driving demand for centralized compute platforms, allowing customers to integrate their own software.

  • North America and Europe remain the largest automotive markets, with cautious engagement in China due to expected OEM consolidation.

  • Platform-based offerings in power and compute are gaining traction over traditional EMS models.

Other end markets and services

  • Networking business is improving, with a shift to higher complexity products and regionalized manufacturing in Mexico, Europe, and India.

  • Health solutions business sees softness in equipment but strength in devices, especially continuous glucose monitoring, and future growth in drug delivery.

  • Services business, including design, vertical integration, and aftermarket, operates at higher margins and increases customer stickiness.

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Frequently asked questions

Flex Ltd is a global manufacturing and supply chain solutions company that designs, engineers, and manufactures products across various industries. Its services include product design, component sourcing, logistics, and after-market support for sectors such as automotive, healthcare, industrial, and consumer electronics. The company operates through a flexible, outsourced manufacturing model. The company is headquartered in Singapore, and its shares are listed on the NASDAQ.

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