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 29, 2023 FABRINET OR (Exact name of registrant as specified in its charter) ____________________________ ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from__________to___ ...

Financial Data and Key Metrics Changes - Revenue for the fourth quarter was $655.9 million, representing a 12% increase year-over-year and a 1% decrease sequentially [24][29] - Non-GAAP earnings per share for the quarter were $1.86, exceeding guidance [29] - For the full fiscal year, revenue was $2.645 billion, an increase of 17% from the prior year, with non-GAAP earnings per share reaching a record $7.67, up 25% from fiscal 2022 [25][30] Business Line Data and Key Metrics Changes - Datacom revenue reached a record $192.5 million in the fourth quarter, growing 107% year-over-year and 57% sequentially, driven by an 800-gig program for AI applications [11][26] - Optical communications revenue was $502.1 million, up 8% year-over-year but flat compared to Q3, with telecom revenue declining 17% year-over-year and 19% sequentially due to inventory adjustments [31][26] - Non-optical communications revenue was $153.8 million, up 25% year-over-year but down 5% from Q3 [13] Market Data and Key Metrics Changes - Revenue from products rated 400-gig and faster grew to $266.8 million, up 49% year-over-year and 21% sequentially [12] - Automotive revenue was $92.9 million, up 66% year-over-year but down 1% from Q3 [32] - Industrial laser revenue was $28 million, down 10% from Q3 [14] Company Strategy and Development Direction - The company is optimistic about the growth potential in AI-related programs and expects strong datacom performance to continue offsetting inventory-related headwinds [27][85] - The company plans to maintain a focus on expanding its customer base and product offerings, particularly in the AI transceiver market [57][78] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing inventory adjustments in the telecom sector but expressed confidence in the datacom segment's growth, particularly driven by AI applications [27][36] - The company anticipates total revenue in the first quarter to be moderately higher than the fourth quarter, with guidance set between $650 million and $670 million [36] Other Important Information - Operating expenses in the quarter were $14.9 million, or 2.3% of revenue, slightly higher than anticipated due to one-time items [10] - Gross margin for the quarter was 12.8%, a decline of about 30 basis points from Q3 due to foreign exchange fluctuations [17] - The company repurchased over 400,000 shares in Q4 for a total cash outlay of $38.4 million, reflecting a commitment to return capital to shareholders [35] Q&A Session Summary Question: Can you provide insight into the inventory digestion cycle in the telecom industry? - Management indicated that inventory digestion is difficult to predict but noted that it seems to align with a two-quarter cycle, with expectations for order patterns to normalize by early 2024 [54][76] Question: What is the capacity availability for the datacom segment? - Management confirmed ample capacity, particularly with the recent opening of a new facility, allowing for significant ramp-up in production [73] Question: How does the company view the future of the AI opportunity in datacom? - Management expressed excitement about the current AI program's rapid ramp-up and its significant contribution to revenue, while also indicating potential for future programs [78][85]

. SEELLI This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on 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 objectives, potential growth opportunities, competitive position, industry environment and potential market opportunities ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION 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 30, 2023 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) ...

Fabrinet (NYSE:FN) Q3 2023 Earnings Conference Call May 8, 2023 5:00 PM ET Company Participants Garo Toomajanian - Vice President, Investor Relations Seamus Grady - Chief Executive Officer Csaba Sverha - Chief Financial Officer Conference Call Participants Samik Chatterjee - JPMorgan Alex Henderson - Needham & Company Troy Jensen - Lake Street Capital Markets Operator Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Third Quarter of Financial Year 2023. At this time, all parti ...

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 31, 2023 KY1-9005 (Zip Code) +66 2-524-9600 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of ...

Fabrinet (NYSE:FN) Q2 2023 Earnings Conference Call February 6, 2023 5:00 PM ET Company Participants Garo Toomajanian - Vice President of Investor Relations Seamus Grady - Chief Executive Officer Csaba Sverha - Chief Financial Officer Conference Call Participants Samik Chatterjee - J.P. Morgan Alex Henderson - Needham & Company Fahad Najam - Loop Capital Tim Savageaux - Northland Capital Markets Operator Good afternoon. Welcome to Fabrinet’s Financial Results Conference Call for the Second Quarter of Fiscal ...

✓ 411.2 479.3 564.4 405.1 509.6 587.9 436.6 543.3 655.4 453.8 566.6 668.7 0.0 100.0 200.0 300.0 400.0 500.0 600.0 700.0 800.0 Mar'20 Mar'21 Mar'22 Jun '20 Jun '21 Jun '22 Sep'20 Sep'21 Sep'22* Dec'20 Dec'21 Dec'22 Y-o-Y change 18% 25% Balance Sheet Supports Growth (in thousands of U.S. dollars) Optical and non-optical revenue mix presented as % of total revenue. Datacom and telecom revenue mix presented as % of optical revenue. TRUSTED MANUFACTURING PARTNER OF THE WORLD'S LEADING OEMS fabrinet Company Overv ...

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 30, 2022 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 ...

fabrinet November 7, 2022 TRUSTED MANUFACTURING PARTNER OF THE WORLD'S LEADING OEMS Company Overview Disclaimer This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on 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 objectives, potent ...