Flex Ltd at Goldman Sachs Industrials and Materials Conference Transcript

Dec 04, 2025 / 03:10PM GMT

Release Date Price: €52.16 (+3.76%)

Transcript

Mark Delaney

Goldman Sachs Group Inc - Analyst

Okay, great. Thank you, everybody, for joining us. My name is Mark Delaney, and I cover Flex for Goldman Sachs. I'm very pleased to have with us from Flex, Revathi Advaithi, the CEO; and Chris Butler, the President of Embedded and Critical Power. Thank you both for joining.

Revathi Advaithi

Flex Ltd - Chief Executive Officer, Director

Thanks for having us.

Christopher Butler

Flex Ltd - President - Embedded and Critical Power

Thanks for having us.

Questions & Answers

Mark Delaney

Goldman Sachs Group Inc - Analyst

Well, data center has been a real big topic for the broader markets as well as for Flex, and so I wanted to start off with some questions on the data center and power business. maybe starting with you, Revithi, as we think about that business, I think the company's at $4.8 billion of revenue in fiscal '25 and nearly 20% of your total revenue. Maybe speak to the products and services that Flex has for

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