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Financial Data and Key Metrics Changes - The company reported record revenue of $712.7 million for the second quarter, up 7% year-over-year and 4% sequentially [102][125] - Non-GAAP earnings per share reached $2.08, exceeding guidance and marking a new quarterly record [102][130] - Operating margins improved to 10.7%, a 20 basis point increase from the first quarter [104][130] Business Line Data and Key Metrics Changes - Datacom revenue was $288.1 million, surpassing telecom revenue for the first time, driven by AI optical interconnect products [128] - Telecom revenue was $279.8 million, a 4% sequential decline due to inventory absorption, but expected to stabilize in the third quarter [103][100] - Non-optical communications revenue decreased 5% sequentially to $144.8 million, primarily due to automotive inventory absorption [129] Market Data and Key Metrics Changes - Products rated 400-gig and faster grew 118% year-over-year and 18% from the first quarter, representing two-thirds of total optical communications revenue [128] - The company anticipates continued growth in datacom revenue, primarily driven by AI applications, while telecom is expected to show modest sequential growth [126][131] Company Strategy and Development Direction - The company is focused on expanding its capacity to meet strong demand for optical interconnects, particularly in AI applications [136] - There is a strategic shift towards datacom being larger than telecom, driven by AI growth and cloudification trends [154] - The company is optimistic about its pipeline for high-speed optical programs, particularly in the 400-gig and above segment [11][128] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to deliver strong results in the third quarter, despite some moderation in datacom growth [9][126] - The company is navigating inventory absorption in the telecom sector but expects this to stabilize, allowing for slight revenue growth [100][131] - Management highlighted the early stages of the AI market and its potential for long-term growth, emphasizing the need for optical interconnects [43][146] Other Important Information - The company repurchased approximately 38,000 shares at an average price of $166.61, with $93.6 million remaining in the share repurchase authorization [8] - The effective GAAP tax rate was 5.2%, consistent with expectations for the fiscal year [130] Q&A Session Summary Question: What is the outlook for the telecom business in the third quarter? - Management indicated that telecom revenue is expected to show modest sequential growth, driven by stabilization of inventory issues and demand for data center interconnect products [131] Question: How is the company addressing capacity constraints in AI production? - Management confirmed that they are not constrained by demand and are actively adding capacity to meet the needs of AI programs [143] Question: Can you provide insights on the impact of the Intel business transfer? - The transfer of the Intel business is expected to impact revenue in the third quarter, but management is confident in the overall growth trajectory [91][160]

[PART I. FINANCIAL INFORMATION](index=8&type=section&id=PART%20I.%20FINANCIAL%20INFORMATION) [Item 1. Financial Statements](index=8&type=section&id=Item%201.%20Financial%20Statements) The unaudited financial statements for the quarter ended December 29, 2023, detail the company's financial position and performance [Condensed Consolidated Balance Sheets](index=8&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) Total assets grew to $2.13 billion, driven by higher current assets, while stable liabilities boosted shareholders' equity Condensed Consolidated Balance Sheet Highlights (in thousands USD) | Account | Dec 29, 2023 | June 30, 2023 | | :--- | :--- | :--- | | **Total Current Assets** | $1,806,363 | $1,652,540 | | **Total Assets** | **$2,133,138** | **$1,979,648** | | **Total Current Liabilities** | $486,777 | $481,885 | | **Total Liabilities** | **$521,756** | **$510,990** | | **Total Shareholders' Equity** | **$1,611,382** | **$1,468,658** | - Inventories decreased from $519.6 million at June 30, 2023, to $414.8 million at December 29, 2023, **indicating improved inventory management**[16](index=16&type=chunk) [Condensed Consolidated Statements of Operations and Comprehensive Income](index=9&type=section&id=Condensed%20Consolidated%20Statements%20of%20Operations%20and%20Comprehensive%20Income) Revenue and net income grew for both the three and six-month periods ending December 29, 2023, driven by strong performance Key Performance Indicators (in thousands USD, except per share data) | Metric | Q2 FY24 (Three Months) | Q2 FY23 (Three Months) | Six Months FY24 | Six Months FY23 | | :--- | :--- | :--- | :--- | :--- | | **Revenues** | $712,694 | $668,656 | $1,398,171 | $1,324,085 | | **Gross Profit** | $88,330 | $85,215 | $172,734 | $167,971 | | **Operating Income** | $69,014 | $66,285 | $132,989 | $128,476 | | **Net Income** | $69,110 | $63,157 | $134,199 | $127,772 | | **Diluted EPS** | $1.89 | $1.71 | $3.67 | $3.47 | [Condensed Consolidated Statements of Cash Flows](index=13&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Net cash from operating activities increased significantly due to a substantial positive change in inventories Cash Flow Summary (Six Months Ended, in thousands USD) | Cash Flow Activity | Dec 29, 2023 | Dec 30, 2022 | | :--- | :--- | :--- | | **Net cash provided by operating activities** | $229,214 | $105,100 | | **Net cash used in investing activities** | ($101,853) | ($21,580) | | **Net cash used in financing activities** | ($24,818) | ($31,045) | | **Net increase in cash** | $102,543 | $52,475 | - The significant increase in operating cash flow was primarily driven by a **$104.8 million positive change from inventories**, compared to a $20.5 million positive change in the prior year period[29](index=29&type=chunk) [Notes to Condensed Consolidated Financial Statements](index=14&type=section&id=Notes%20to%20Condensed%20Consolidated%20Financial%20Statements) Disclosures highlight a revenue shift towards the Asia-Pacific region and ongoing share repurchase activity Revenue by End Market (Six Months Ended, in thousands USD) | End Market | Dec 29, 2023 | % of Total | Dec 30, 2022 | % of Total | | :--- | :--- | :--- | :--- | :--- | | Optical communications | $1,101,191 | 78.8% | $1,003,617 | 75.8% | | Automotive, lasers and other | $296,980 | 21.2% | $320,468 | 24.2% | | **Total** | **$1,398,171** | **100.0%** | **$1,324,085** | **100.0%** | Revenue by Geographic Region (Six Months Ended) | Geographic Region | % of Total Revenue (FY24) | % of Total Revenue (FY23) | | :--- | :--- | :--- | | North America | 35.8% | 50.8% | | Asia-Pacific and others | 57.3% | 40.5% | | Europe | 6.9% | 8.7% | - As of December 29, 2023, the company had **purchase obligations of $1.00 billion** and capital expenditure commitments of $13.1 million[114](index=114&type=chunk)[115](index=115&type=chunk) [Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations](index=34&type=section&id=Item%202.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Revenue growth was driven by strong demand for optical communications products, offsetting declines in other sectors [Results of Operations](index=40&type=section&id=Results%20of%20Operations) Q2 FY24 revenue grew 6.6% YoY, led by a 12.2% rise in optical communications, offsetting declines in other segments - Revenue from optical communications products **increased by $61.9 million (12.2%) YoY** for the quarter, primarily due to higher demand for data communication products for artificial intelligence applications[167](index=167&type=chunk) - Revenue from non-optical communications products **decreased by $17.8 million (11.0%) YoY** for the quarter, mainly due to a decline in revenues from automotive products[167](index=167&type=chunk) - Interest income for the quarter **increased by 234.8% YoY to $7.7 million**, driven by higher interest rates and a larger average cash and short-term investment balance[178](index=178&type=chunk) [Liquidity and Capital Resources](index=44&type=section&id=Liquidity%20and%20Capital%20Resources) The company maintains a robust liquidity position, with cash from operations significantly increased by efficient inventory management Cash and Debt Position (in millions USD) | Metric | Dec 29, 2023 | Dec 30, 2022 | | :--- | :--- | :--- | | Cash, cash equivalents, and short-term investments | $740.6 | $527.6 | | Outstanding debt | $6.1 | $18.3 | - The increase in cash from operating activities was primarily driven by **efficient cash-favorable working capital changes**, mainly from inventory management[197](index=197&type=chunk) - The company believes its current cash, cash flow from operations, and available credit will be **sufficient to meet its needs for at least the next 12 months**[195](index=195&type=chunk) [Item 3. Quantitative and Qualitative Disclosures About Market Risk](index=47&type=section&id=Item%203.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company is exposed to market risks from interest rates and foreign currency, primarily the U.S. dollar versus the Thai baht - The company's primary foreign currency risk is the **fluctuation of the Thai baht against the U.S. dollar**, as a majority of payroll and operating expenses are in Thai baht while revenues are in U.S. dollars[206](index=206&type=chunk) - To manage interest rate risk on its floating-rate debt, the company **uses interest rate swap agreements** to effectively convert the floating rate to a fixed rate[203](index=203&type=chunk) - A hypothetical **10% weakening in the U.S. dollar** against the Thai baht, RMB, and GBP would have resulted in a decrease in the company's net dollar position of approximately **$8.4 million** as of December 29, 2023[209](index=209&type=chunk) [Item 4. Controls and Procedures](index=48&type=section&id=Item%204.%20Controls%20and%20Procedures) The CEO and CFO concluded that disclosure controls and procedures were effective, with no material changes in internal control - Management, including the CEO and CFO, concluded that **disclosure controls and procedures were effective** as of the end of the period covered by the report[211](index=211&type=chunk) - **No changes in internal control over financial reporting** occurred during the quarter that materially affected, or are reasonably likely to materially affect, the company's internal control[212](index=212&type=chunk) [PART II. OTHER INFORMATION](index=49&type=section&id=PART%20II.%20OTHER%20INFORMATION) [Item 1. Legal Proceedings](index=49&type=section&id=Item%201.%20Legal%20Proceedings) The company reports no material legal claims or actions are currently pending or threatened against it - As of the filing date, **Fabrinet is not involved in any material pending or threatened legal proceedings**[213](index=213&type=chunk) [Item 1A. Risk Factors](index=49&type=section&id=Item%201A.%20Risk%20Factors) Key business risks include customer concentration, supply chain dependencies, and international financial exposures - The company depends on a small number of customers, with **three customers accounting for 57.0% of revenues** in the three months ended December 29, 2023[215](index=215&type=chunk) - The business is exposed to supply chain risk, as it **relies on single or limited-source suppliers** for critical materials, with semiconductor shortages being a particular concern[233](index=233&type=chunk) - Significant operational and financial risks stem from international operations, including **currency fluctuations (primarily Thai baht vs. USD)**, political conditions in Thailand, and U.S.-China trade tensions[245](index=245&type=chunk)[255](index=255&type=chunk)[254](index=254&type=chunk) [Item 2. Unregistered Sales of Equity Securities and Use of Proceeds](index=71&type=section&id=Item%202.%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) The company repurchased 38,239 ordinary shares for $6.4 million, with $93.6 million remaining under its repurchase authorization Share Repurchase Activity (Q2 FY24) | Period | Total Shares Purchased | Average Price Paid Per Share | Total Cost (in millions) | | :--- | :--- | :--- | :--- | | Q2 FY2024 | 38,239 | $166.61 | $6.4 | - As of December 29, 2023, the company had a remaining authorization to repurchase up to **$93.6 million of its ordinary shares**[311](index=311&type=chunk) [Item 5. Other Information](index=72&type=section&id=Item%205.%20Other%20Information) No director or officer adopted or terminated a Rule 10b5-1 trading arrangement during the last fiscal quarter - **No director or officer adopted or terminated a Rule 10b5-1 trading plan** during the last fiscal quarter[313](index=313&type=chunk) [Item 6. Exhibits](index=72&type=section&id=Item%206.%20Exhibits) This section lists the exhibits filed with the Form 10-Q, including required certifications and XBRL data files - Exhibits filed include **CEO/CFO certifications** pursuant to Sarbanes-Oxley Sections 302 and 906, and XBRL data files[314](index=314&type=chunk)

Trusted Manufacturing Partner of the World's Most Demanding OEMs Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors including, but not limited to: changes in general economic conditions, either globally or in our markets, and the risk of recession or an economic downturn; continued disruption to our supply chain, which could increase our costs and affect our ability to procure parts and materials; less customer demand for our products and services ...

PART I. FINANCIAL INFORMATION [Financial Statements](index=8&type=section&id=Item%201.%20Financial%20Statements) Fabrinet reported Q1 FY2024 revenues of $685.5 million, a 4.6% YoY increase, with net income of $65.1 million and strong operating cash flow of $145.0 million [Condensed Consolidated Balance Sheets](index=8&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) Total assets increased to $2.02 billion, driven by cash growth, while liabilities decreased to $489.1 million, boosting shareholders' equity to $1.53 billion Condensed Consolidated Balance Sheets | Financial Metric | Sep 29, 2023 (in thousands USD) | Jun 30, 2023 (in thousands USD) | | :--- | :--- | :--- | | **Total Current Assets** | $1,691,961 | $1,652,540 | | **Total Assets** | $2,019,221 | $1,979,648 | | **Total Current Liabilities** | $455,433 | $481,885 | | **Total Liabilities** | $489,052 | $510,990 | | **Total Shareholders' Equity** | $1,530,169 | $1,468,658 | - Inventories decreased significantly from **$519.6 million** on June 30, 2023, to **$440.1 million** on September 29, 2023[16](index=16&type=chunk) [Condensed Consolidated Statements of Operations](index=9&type=section&id=Condensed%20Consolidated%20Statements%20of%20Operations%20and%20Comprehensive%20Income) Q1 FY2024 revenues rose to $685.5 million, with net income stable at $65.1 million and diluted EPS increasing slightly to $1.78 Condensed Consolidated Statements of Operations | Metric | Q1 FY2024 (ended Sep 29, 2023, in thousands USD) | Q1 FY2023 (ended Sep 30, 2022, in thousands USD) | | :--- | :--- | :--- | | **Revenues** | $685,477 | $655,429 | | **Gross Profit** | $84,404 | $82,756 | | **Operating Income** | $63,975 | $62,191 | | **Net Income** | $65,089 | $64,615 | | **Diluted EPS** | $1.78 | $1.76 | [Condensed Consolidated Statements of Cash Flows](index=11&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Operating cash flow significantly increased to $145.0 million, while investing activities used $53.1 million and financing activities used $15.2 million Condensed Consolidated Statements of Cash Flows | Cash Flow Activity | Q1 FY2024 (ended Sep 29, 2023, in thousands USD) | Q1 FY2023 (ended Sep 30, 2022, in thousands USD) | | :--- | :--- | :--- | | **Net cash provided by operating activities** | $145,049 | $60,634 | | **Net cash (used in) provided by investing activities** | ($53,080) | $23,367 | | **Net cash used in financing activities** | ($15,194) | ($27,485) | | **Net increase in cash** | $76,775 | $56,516 | - A significant driver for the increase in operating cash flow was a **$79.5 million** positive change from inventories, compared to a **$28.8 million** positive change in the prior-year period[25](index=25&type=chunk) [Notes to Condensed Consolidated Financial Statements](index=13&type=section&id=Notes%20to%20Condensed%20Consolidated%20Financial%20Statements) Notes detail accounting policies, geographic revenue shifts, decreased inventories, stable debt, increased tax rate, and customer concentration Revenue by Geographic Region (Bill-to Location) | Region | Q1 FY2024 (% of Total) | Q1 FY2023 (% of Total) | | :--- | :--- | :--- | | North America | 37.7% | 53.2% | | Asia-Pacific and others | 54.2% | 37.9% | | Europe | 8.1% | 8.9% | Revenue by End Market | End Market | Q1 FY2024 (% of Total) | Q1 FY2023 (% of Total) | | :--- | :--- | :--- | | Optical communications | 77.8% | 75.9% | | Automotive, lasers and other | 22.2% | 24.1% | - As of September 29, 2023, the company had purchase obligations of **$1.22 billion** and capital expenditure commitments of **$12.3 million**[107](index=107&type=chunk)[108](index=108&type=chunk) - The company did not repurchase any shares during the quarter and had a remaining authorization of **$100.0 million** under its share repurchase program as of September 29, 2023[103](index=103&type=chunk) [Management's Discussion and Analysis (MD&A)](index=31&type=section&id=Item%202.%20Management%27s%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) MD&A discusses 4.6% revenue growth driven by optical communications, stable gross margin, anticipated supply chain impacts, and strong liquidity of $670.8 million [Results of Operations](index=37&type=section&id=Results%20of%20Operations) Revenues grew 4.6% to $685.5 million, driven by optical communications, while operating income increased to $64.0 million and the effective tax rate rose to 7.2% - Revenue from optical communications products increased by **7.2% YoY**, mainly due to higher demand for data communication products for AI applications, which was offset by a decline in telecommunication product revenues due to inventory absorption[159](index=159&type=chunk) - Revenue from non-optical communications products decreased by **3.6% YoY**, primarily due to a decline in industrial laser products, partially offset by an increase in automotive products[159](index=159&type=chunk) - The effective tax rate increased to **7.2%** from **1.1% YoY**. This was due to higher income subject to tax and a new **$2.1 million** valuation allowance against deferred tax assets for the company's Israeli subsidiary, which is expected to continue generating losses[168](index=168&type=chunk) [Liquidity and Capital Resources](index=39&type=section&id=Liquidity%20and%20Capital%20Resources) Strong liquidity with $670.8 million in cash and equivalents, supported by $145.0 million in operating cash flow, sufficient for future needs Liquidity and Capital Resources | Metric | Sep 29, 2023 (in thousands USD) | Sep 30, 2022 (in thousands USD) | | :--- | :--- | :--- | | Cash, cash equivalents, and short-term investments | $670,800 | $499,800 | | Outstanding debt | $9,100 | $21,300 | - The company believes its current manufacturing capacity is sufficient to meet anticipated production requirements for at least the next few quarters[177](index=177&type=chunk) [Market Risk Disclosures](index=41&type=section&id=Item%203.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) Company faces interest rate, foreign currency, and credit risks, managed through swaps, hedging contracts for Thai baht exposure, and credit monitoring - The company has significant foreign currency exposure, particularly to the Thai baht, as most revenues are in USD while a substantial portion of payroll and operating expenses are in local currencies. This is managed with hedging contracts of up to 18 months[188](index=188&type=chunk)[191](index=191&type=chunk) - A hypothetical **10%** weakening in the U.S. dollar against the Thai baht, RMB, and GBP would have resulted in a decrease in the company's net dollar position of approximately **$6.8 million** as of September 29, 2023[191](index=191&type=chunk) - Interest rate risk on variable-rate debt is managed through interest rate swap agreements, effectively converting floating rates to fixed rates. The company also transitioned its debt reference rate from LIBOR to SOFR effective September 29, 2023[184](index=184&type=chunk)[185](index=185&type=chunk) [Controls and Procedures](index=42&type=section&id=Item%204.%20Controls%20and%20Procedures) Management concluded disclosure controls and procedures were effective as of September 29, 2023, with no material changes to internal controls - The CEO and CFO concluded that the company's disclosure controls and procedures were effective to provide reasonable assurance that required information is recorded, processed, summarized, and reported in a timely manner[193](index=193&type=chunk) PART II. OTHER INFORMATION [Legal Proceedings](index=43&type=section&id=Item%201.%20Legal%20Proceedings) The company is not currently involved in any material legal proceedings, though ordinary course litigation may arise - There are currently no material claims or actions pending or threatened against the company[195](index=195&type=chunk) [Risk Factors](index=43&type=section&id=Item%201A.%20Risk%20Factors) Key risks include customer concentration (61.5% from four customers), optical market dependence, supply chain disruptions, geopolitical instability, and foreign currency fluctuations - The company is highly dependent on a small number of customers. In Q1 FY2024, **four customers** accounted for **61.5%** of total revenues[198](index=198&type=chunk) - The optical communications market represented **77.8%** of revenues in Q1 FY2024, making the company's growth dependent on the expansion of this market[203](index=203&type=chunk) - The company relies on single or limited-source suppliers for critical materials and has experienced supply shortages, particularly for semiconductors, which can disrupt production and harm revenues[214](index=214&type=chunk) - The majority of operations are in Thailand, exposing the company to risks from political unrest, which could disrupt manufacturing and shipments[234](index=234&type=chunk)[235](index=235&type=chunk) [Share Repurchases](index=63&type=section&id=Item%202.%20Unregistered%20Sales%20of%20Equity%20Securities%20and%20Use%20of%20Proceeds) No share repurchases occurred in Q1 FY2024, with **$100.0 million** remaining under the authorization program Share Repurchase Activity (Q1 FY2024) | Period | Total Number of Shares Purchased | Average Price Paid Per Share | Approximate Dollar Value of Shares That May Yet Be Purchased | | :--- | :--- | :--- | :--- | | July 1 - Sep 29, 2023 | 0 | $0 | $100,000,000 | - In August 2023, the board of directors approved a **$47.6 million** increase to the share repurchase authorization, bringing the aggregate authorization to **$294.8 million**[287](index=287&type=chunk)

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 ...