Revenue exposure to AI has grown to 40%, supported by proprietary capabilities from recent acquisitions, including Intel assets and Hanley.
The business model has shifted from contract manufacturing to an engineering-led, supply chain-enabled solutions provider.
AI infrastructure demand is robust, with no signs of a bubble; capacity constraints are being addressed through facility expansions in the US, Mexico, and India.
Diversification across power management, service racks, liquid cooling, and maintenance enables end-to-end data center solutions.
The company is positioned to benefit from increasing hyperscale CapEx and complexity in AI hardware.
Margins have improved from 3% to above 6% through repositioning and higher-value offerings in engineering and supply chain.
The organization does not see a ceiling for margin expansion and will continue to move up the value chain.
Growth is balanced with disciplined margin expansion, focusing on business opportunities with higher returns.
Asset-light Intelligent Infrastructure business supports strong free cash flow and limited capital expenditure.
Liquid cooling, enabled by Mikros acquisition, is a key entry point for broader data center solutions.
Hanley acquisition expands power product capabilities, with expected business growth from $200M–$500M and beyond in three years.
Silicon photonics and co-packaged optics, supported by Intel asset acquisition, provide a competitive moat and advanced packaging capabilities.
The company manufactures both Ethernet and InfiniBand switches, with flexibility to adapt to market mix shifts.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Search for any keyword across all transcripts simultaneously.
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
The easiest way to stay updated during earnings season.
All events from public companies. Live and recorded.
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Explore our global coverage