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Fabrinet(FN) - 2025 Q1 - Earnings Call Presentation

Financial Performance - Q1 2025 revenue reached a record high of $804.2 million[10, 13, 14] - Q1 2025 non-GAAP operating margin was 10.7%[13, 14] - Q1 2025 non-GAAP EPS was $2.39, at the upper end of guidance[13, 14] - The company has a strong balance sheet with $908.9 million in cash and cash equivalents[15] Revenue Trends - Total revenue for the quarter ended September 27, 2024, was $804.2 million, a 17% year-over-year increase compared to $685.5 million for the quarter ended September 29, 2023[10, 13] - Optical communications revenue for F1Q25 was $626.3 million[10, 17] - Non-optical communications revenue for F1Q25 was $177.9 million[11, 17] Revenue Mix - Optical communications accounted for 78% of total revenue in F1Q25[16] - Datacom represented 53% of optical revenue in F1Q25[16] - Telecom accounted for 47% of optical revenue in F1Q25[16]