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Fabrinet (FN) Q2 2025 Earnings Call Transcript

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Fabrinet (NYSE:FN) Q2 2025 Earnings Conference Call February 9, 2025 5:00 PM ET

Company Participants

Garo Toomajanian – Vice President, Investor Relations
Seamus Grady – Chief Executive Officer
Csaba Sverha – Chief Financial Officer

Conference Call Participants

Karl Ackerman – BNP Paribas
Samik Chatterjee – JPMorgan
George Notter – Jefferies
Ryan Koontz – Needham
George Wang – Barclays
Tim Savageaux – Northland Capital Markets
Mike Genovese – Rosenblatt Securities

Operator

Good afternoon. Welcome to Fabrinet’s Financial Results Conference Call for the Second Quarter of Fiscal Year 2025. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, and instructions on how to participate will be provided at that time. As a reminder, today’s call is being recorded.

I would now like to turn the call over to your host, Garo Toomajanian, Vice President of Investor Relations.

Garo Toomajanian

Thank you, operator, and good afternoon, everyone. Thank you for joining us on today’s conference call to discuss Fabrinet’s financial and operating results for the second quarter of fiscal year 2025 which ended December 27, 2024.

With me on the call today are Seamus Grady, Chief Executive Officer, and Csaba Sverha, Chief Financial Officer. This call is being webcast, and a replay will be available on the Investors section of our website located at investor.fabrinet.com.

During this call, we will present both GAAP and non-GAAP financial measures. Please refer to the Investors section of our website for important information, including our earnings press release and investor presentation, which include our GAAP to non-GAAP reconciliation as well as additional details of our revenue breakdown.

In addition, today’s discussion will contain forward-looking statements about the future financial performance of the company. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from management’s

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