Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________ FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 25, 2020 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from__________to__________ Commission File Number: 001-34775 FABRINET (Exact name of registrant as specified in i ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 25, 2020 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-34775 FABRINET (Exact name of registrant as specified in its charter) Cayman Islands 98-1228572 (State or ...

Financial Data and Key Metrics Changes - Revenue for the first quarter reached a record $436.6 million, exceeding guidance by over $6 million [7][19] - Non-GAAP net income was a record $39.3 million or $1.05 per diluted share, which was $0.05 above the high end of guidance [19] - Gross margin improved to 12%, up from 11.8% in the prior quarter, due to manufacturing efficiencies [20] Business Line Data and Key Metrics Changes - Optical communications revenue was $344 million, up 9% from the previous quarter, with telecom revenue growing 14% to $261 million [9] - Datacom revenue decreased by 4% to $83 million, while automotive revenue increased by 28% to a record $35 million [12][13] - Revenue from silicon photonics-based products represented 25% of total revenue, driven by telecom growth [11] Market Data and Key Metrics Changes - The company anticipates continued growth in telecom driven by higher data rate products, while datacom revenue is expected to decline [14][24] - Non-optical communications revenue is expected to be slightly down sequentially, with continued softness in industrial lasers but growth in automotive [24] Company Strategy and Development Direction - The company is focused on leveraging growth in the industries it serves and investing in facilities and technologies to penetrate existing customers and win new ones [15][16] - A multifaceted growth strategy is being pursued, including system-level business expansion and exploring new markets [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term growth in demand for data bandwidth and capacity, despite current datacom softness being volume-driven [27][28] - The company remains well-positioned to benefit from potential outsourcing increases in the industrial laser market [15] Other Important Information - The company ended the quarter with cash, restricted cash, and investments totaling $503.8 million, an increase of $8.3 million from the previous quarter [21] - A share repurchase program remains active, with $100 million available for repurchase [22] Q&A Session Summary Question: Trends in datacom - Management noted that current softness in datacom is primarily demand-driven rather than price-driven, with optimism for future growth in data bandwidth [27][28] Question: Guidance on telecom demand - Management is pleased with telecom growth and sees a strong pipeline of new business from existing customers [30][32] Question: Customer commentary for 10% customers - The company only provides details on 10% customers at the end of the year [34] Question: Update on Cisco and Infinera - Cisco is expected to be a 10% customer by FY '21, with ramp-up largely completed by the end of the calendar year [36][39] Question: Industrial laser business outlook - Management believes the industrial laser market is under-penetrated for outsourcing, presenting long-term growth opportunities [49][55] Question: Impact of Huawei sanctions - The company anticipates a $25 million to $30 million headwind from Huawei sanctions in Q2, but has managed to guide up despite this [59] Question: Update on Israel prototyping facility - The facility is generating interest from both existing and new customers, focusing on winning new programs [62] Question: Capacity expansion in Thailand - Expansion efforts are underway, with increased production volumes and new customer attraction at the Chonburi campus [66]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Commission file number: 001-34775 FABRINET (Exact name of registrant as specified in its charter) Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 26, 2020 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Cayman Islands 98-1228572 (State or other jurisd ...

Fabrinet (NYSE:FN) Q4 2020 Earnings Conference Call August 17, 2020 5:00 PM ET Company Representatives Seamus Grady - Chief Executive Officer Csaba Sverha - Chief Financial Officer Garo Toomajanian - Investor Relations Conference Call Participants Samik Chatterjee - JPMorgan John Marchetti - Stifel Alex Henderson - Needham Tim Savageaux - Northland Capital Operator Good day ladies and gentlemen, welcome to Fabrinet's Financial Results Conference Call for the Fourth Quarter of Fiscal Year 2020. At this time ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 27, 2020 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-34775 FABRINET (Exact name of registrant as specified in its charter) Cayman Islands 98-1228572 (State or oth ...

fabrinet May 4, 2020 . SEELLI TRUSTED MANUFACTURING PARTNER OF THE WORLD'S LEADING OEMS Company Overview N Disclaimer This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our business plans and objectiv ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 27, 2019 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 001-34775 FABRINET (Exact name of registrant as specified in its charter) Cayman Islands 98-1228572 (State or other jurisdiction of incorporation or organi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Commission File Number: 001-34775 FABRINET Washington, D.C. 20549 FORM 10-Q ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 27, 2019 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 (Exact name of registrant as specified in its charter) Cayman Islands 98-1228572 (State or other jurisdiction of incorporation or organ ...

☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 28, 2019 Or Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34775 FABRINET (Exact name of registrant as specified in its charter) Cayman Islands 98-1228572 (State or other jurisd ...