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Flex Ltd. (FLEX) Investor & Analyst Day Corrected Transcript 10-May-2017 Flex Ltd. (FLEX) Investor & Analyst Day Total Pages: 52 1-877-FACTSET www.callstreet.com Copyright © 2001-2017 FactSet CallStreet, LLC Flex Ltd. (FLEX) Corrected Transcript Investor & Analyst Day 10-May-2017 CORPORATE PARTICIPANTS Kevin Kessel Paul J. Humphries Vice President-Investor Relations, Flex Ltd. President-High Reliability Solutions, Flex Ltd. Michael M. McNamara Douglas Britt Chief Executive Officer & Director, Flex Ltd. President-Industrial & Emerging Industries, Flex Ltd. Jeannine Perchard Sargent Caroline Dowling President-Innovations & New Ventures, Flex Ltd. President-Communications & Enterprise Compute, Flex Ltd. Thomas K. Linton Christopher E. Collier Chief Procurement & Supply Chain Officer, Flex Ltd. Chief Financial Officer, Flex Ltd. Mike Dennison President-Consumer Technologies Group, Flex Ltd. ................................................................................................................................................................................................................................ OTHER PARTICIPANTS Steven Milunovich Mark Delaney Analyst, UBS Securities LLC Analyst, Goldman Sachs & Co. Amit Daryanani Sherri A. Scribner Analyst, RBC Capital Markets LLC Analyst, Deutsche Bank Securities, Inc. Steven Fox Analyst, Cross Research LLC 2 1-877-FACTSET www.callstreet.com Copyright © 2001-2017 FactSet CallStreet, LLC Flex Ltd. (FLEX) Corrected Transcript Investor & Analyst Day 10-May-2017 MANAGEMENT DISCUSSION SECTION Kevin Kessel Vice President-Investor Relations, Flex Ltd. Good afternoon and welcome to the 2017 Flex Investor and Analyst Day. We're so excited to be able to host you this year in our New York City Innovation Hub. We didn't want to host Investor Day in New York in a hotel like we've done in the past and like I'm sure you've all been to more than enough Investor Days in different hotels and ballrooms. We wanted to be able to host within an intimate environment, an environment that would be immersive where we could really bring some of these slides that you're going to see later on in today's presentations to life. I've personally been with Flex and I've had the privilege to run and lead the IR program for the last eight years and I've been around this industry for almost 20, and I've never been more excited about our strategy or our position than I am right now. And I speak to many of you in the room and I get the same sense. In fact, you may have noticed, it's a pretty full house. This is the first time we've ever, in my history with Flex, had to have a wait list to get into Investor Day. So, it tells me that interest in Flex is on the rise. We're really excited to also talk to you about a lot of the trends that we see that are defining the industry. Specifically, I think that we're all collectively getting the sense that there's a new revolution in front of us and that's the revolution where we're seeing all products across different industries becoming digitized, becoming smart and connected, and you're going to see plenty of that throughout the day. Speaking of the demos, behind me, let this be a quick guide to the layout and the topology of the room. You will see those demos on both the right and left side, as well as behind me. And in fact, when we think about New York at Flex, we think specifically about it being the center of our connected living strategy. Behind me, we have a connected living demo that I encourage all of you to check out during the breaks and we will have guided tours at the end as well, that is one of the best you will ever see. Also in the back of the room, many of you already noticed, and I could see by the flock of people back there, our fashion and apparel demo. We're going to have Mike Dennison obviously on stage later today talking about Nike. But he'll also be back there. And what New York does for Flex in terms of having actual presence here is it puts us much closer to that industry, the fashion and apparel industry, and it allows us to have better access to it. Couple of quick housekeeping notes. You'll notice there's color sticker on your badge. That will coincide with the group that you're with later today at 4:30 when we break. It's very important when we end at 4:30 that everybody collectively go in the directions of where the groups are and you take your belongings with you. And the reason I say that is we're going to be breaking down the entire middle of this room. And it will happen in about 15, 10 or 15 minutes. But we're going to need everybody to help us in that endeavor and transform the middle of the room into a more comfortable area where we can bring out the cocktails as well. At the same time, you'll notice iPads scattered throughout the building. And I know what you're thinking, 2017, it was a really good year, record adjusted EPS. And you're thinking Flex is going over the top and they're giving out iPads. Bubble time, right? No. No. These iPads will be collected at the end of the day, all right? But what they will help you with is in the event that you have an obstructed view, you'll be able to see everything on those iPads. You can also, by the way, use your own device to follow along. 3 1-877-FACTSET www.callstreet.com Copyright © 2001-2017 FactSet CallStreet, LLC Flex Ltd. (FLEX) Corrected Transcript Investor & Analyst Day 10-May-2017 And now, my favorite slide. This is the one that when we say – tell my general counsel, I spend the most time practicing. This meeting and these presentations contain forward-looking statements, which are based on current expectations and assumptions that are subject to risks and uncertainties, and actual results could materially differ. Such information is subject to change and we undertake no obligation to update these forward-looking statements. For a discussion of the risks and uncertainties, see our most recent filings with the SEC, including our current annual and quarterly reports. If this presentation references non-GAAP financial measures, these measures are located on the Investor Relations section of our website along with the required reconciliations. Briefly before I get into the agenda, I just wanted to state that we are reaffirming our Q1 guidance. What you see up on the screen is the same guidance that we presented you with two weeks ago. And now on to the main event. We've broken the day into three sessions. The first will be – and all three sessions by the way are all revolving around this theme of igniting. The first session is called Igniting Intelligence, and in this session, what you will see is how we are using our platform to access new industries and unlock new TAM. And at the same time, we're improving our engagement model with both our customers and our suppliers to be much more strategic and less transactional. We'll then rotate into the middle of the day where you'll hear from all four of our business presidents. They'll take you behind the scenes to let you know what growth vectors specifically they're most excited about. And as you can imagine, it will tie to the demos that you see all around you. And we'll end the day with a session on Igniting Earnings Power, where we'll take you back to the long-term model that we laid out for you a year ago. We'll explain to you the progress that we're making and how we – and what the different levers are that should enable us to earn that long-term earnings growth that we've spoken about in the past. We then obviously conclude with the demos and the cocktails. So, with that, let the revolution begin. [Video Presentation] (06:04-08:14) ................................................................................................................................................................................................................................ Michael M. McNamara Chief Executive Officer & Director, Flex Ltd. So, good afternoon, and [indiscernible] (08:18) that was a good afternoon. I've got to admit I'm just [indiscernible] (08:20) – I guess you guys are just here to take notes. So, listen, we're thrilled to have you here, as Kevin mentioned. This is the first time we've actually been sold out. We got a little standing room only going on, mostly our people I can see. But we're really happy to have you here. We feel – I've been here for 25 years and I've been in this industry for 25 years and I've never been more excited about the opportunities that are in front of us and the positioning that we've been able to build over the last few years. Because really what we really describe here is like, as the video described, is we're moving into the age of intelligence. And it's an area where products are just different. They're smart. They're connected. They can capture and analyze data. They can move to be more into predictive systems. We can move more into artificial intelligence and be cognitive. All these things are coming at us. And as a result of that, we've never had so many different opportunities and so many different ways to really add value in the world today and really dominate and lead in the world today in our 4 1-877-FACTSET www.callstreet.com Copyright © 2001-2017 FactSet CallStreet, LLC Flex Ltd. (FLEX) Corrected Transcript Investor & Analyst Day 10-May-2017 industry.
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