Flex Ltd at UBS Global Technology and AI Conference Transcript
Great. Good morning, everyone. Thank you again for joining the UBS Technology Conference. I'm David Vogt. I'm the UBS hardware networking analyst here, and we're excited to have with us today Flex.
I believe Flex was here -- yes, Michael we were here last year. So with the company we have on the far left or far right from your perspective, Kevin Krumm, Chief Financial Officer; Michael Hartung, Chief Commercial Officer, excited to have you.
So what I thought we would do in the 30 minutes is kind of maybe touch on kind of the big picture topics of the business. We've gotten a lot of questions in the last month or so about your business, what's going on in the world of EMS and supply chain.
So maybe if we can just start with, if we look at kind of the big-picture drivers of your business, we can start with maybe agility first. kind of how should investors think about longer term, the big drivers and agility and then we can jump into reliability after?
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