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X @郭明錤 (Ming-Chi Kuo)
Companies used to handling market expectations tend to play it safe with their quarterly guidance during product transitions, unless they’re sure about the new product ramp-up and how smoothly the transition will go.對管理市場預期比較有經驗的公司,在面對產品轉換的季度時,除非對新產品量產與轉換效率有信心,否則通常都會用比較謹慎的態度提供指引。 ...
Fabrinet(FN) - 2025 Q3 - Earnings Call Transcript
2025-05-05 22:02
Fabrinet (FN) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Garo Toomajanian - VP - IR & Corporate DevelopmentSeamus Grady - CEOCsaba Sverha - CFOKarl Ackerman - Managing Director - Equity ResearchSamik Chatterjee - Executive DirectorSteven Fox - Founder & CEOGeorge Wang - Vice President Conference Call Participants Mike Genovese - Senior Research AnalystRyan Koontz - Senior AnalystTim Savageaux - MD & Senior Research Analyst Operator Good afternoon. Welcome to Fabrinet's Financial Res ...