Fabrinet (MIL:1FN)
€ 467.8 -26.9 (-5.44%) Market Cap: 16.55 Bil Enterprise Value: 15.72 Bil PE Ratio: 45.09 PB Ratio: 8.16 GF Score: 69/100

Fabrinet at Barclays Global Technology Conference Transcript

Dec 10, 2025 / 09:55PM GMT
Release Date Price: €425.4
Tim Long
Barclays Services Corp - Equity Analyst

Hello, everybody. Thank you for joining. Tim Long here, Barclays IT hardware com equipment analyst. Very happy to have Fabrinet with us today. Seamus Grady, CEO, with us. So thank you very much for joining.

Obviously, really hot space, and you guys are in the heart of a lot of the key technology growth areas now. So got a bunch of questions here. I want to start with kind of the maybe the four top ones that we get a lot of questions on, and I'm sure you do as well.

So maybe we'll start with telecom and DCI. It's been nice. You guys started breaking that out recently, so we could see it a little bit better. Just talk a little bit about from a Fabrinet side, what products and solutions are really seeing that growth on one side, and then talk a little bit about kind of the breadth of customer base and who's driving that strong growth.

Seamus Grady
Fabrinet - Chairman of the Board, Chief Executive Officer

Yeah. We decided to break out DCI because, I think for the feedback from investors was DCI

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