Flex Ltd. (FLEX) UBS International Know-how and AI Convention 2025 December 4, 2025 11:35 AM EST
Firm Members
Michael Hartung – President & Chief Business Officer
Kevin Krumm
Convention Name Members
David Vogt – UBS Funding Financial institution, Analysis Division
Presentation
David Vogt
UBS Funding Financial institution, Analysis Division
Nice. Good morning, everybody. Thanks once more for becoming a member of the UBS Know-how Convention. I am David Vogt. I am the UBS {hardware} networking analyst right here, and we’re excited to have with us right now Flex. I imagine Flex was right here — sure, Michael we had been right here final 12 months. So with the corporate, we’ve on the far left or far proper out of your perspective, Kevin Krumm, Chief Monetary Officer; Michael Hartung, Chief Business Officer. We’re excited to have you ever.
Query-and-Reply Session
David Vogt
UBS Funding Financial institution, Analysis Division
So what I believed we might do within the half-hour is type of perhaps contact on type of the massive image subjects of the enterprise. We have gotten lots of questions within the final month or so about your small business, what is going on on on the earth of EMS and provide chain. So perhaps if we are able to simply begin with, if we have a look at type of the massive image drivers of your small business, we are able to begin with perhaps agility first. type of how ought to traders take into consideration long term, the massive drivers in agility after which we are able to bounce into reliability after.
Michael Hartung
President & Chief Business Officer
Okay. Nice. So if we’ll speak in regards to the long-term drivers, perhaps we begin with what the secular tendencies are, what the megatrends are, how they circulation by means of to the completely different companies that we’ve. And so the primary one goes to be actually apparent. The primary driver of demand for us is something associated to AI or information heart. We anticipate that to proceed
