Slide 1: 2016 Jabil Analyst & Investor Meeting
2016 JABIL ANALYST & INVESTOR MEETING 1 SEPTEMBER 27, 2016
Slide 2: Forward Looking Statements
Forward Looking Statements Forward looking statements: This presentation contains forward-looking statements, including those regarding our anticipated financial results for our full fiscal year 2016; and our estimated positioning for future financial performance in our fiscal years 2017 through 201
Slide 3: Enterprise & Infrastructure
Enterprise & Infrastructure Alex Parimbelli, Executive Vice President & CEO, Enterprise & Infrastructure 3
Slide 4: Enterprise & Infrastructure Markets & Strategy
Enterprise & Infrastructure Markets & Strategy $65.8B $30.3B $90.4B $14.4B Server and Storage Networking Telecom Capital Equipment Strategy: Transform with our customers to give them differentiation and a true competitive edge in the market via EMS 2.0. Build domain expertise via key investments. 4
Slide 5: Market Trends Creating Opportunities
Market Trends Creating Opportunities Internet of Things Mobility Cloud Big Data } } BUSINESS TRANSFORMATION TECHNOLOGY TRANSFORMATION CapEx to OpEx Software & Silicon IP Market Consolidation Hardware Commoditizing 5
Slide 6: Helping Our Customers Manage the Transitions
Helping Our Customers Manage the Transitions Jabil’s response: become a solution provider. Transform WITH our customers to give them differentiation and a true competitive edge in the market. Free them to focus on their core business. Our customers are Build domain Transition to expertise via end-to
Slide 7: EMS 1.0 to EMS 2.0
EMS 1.0 to EMS 2.0 EMS1.0 EMS 2.0 Build to Print Customer Design Jabil Build to Spec Low value services High value services Customer Create BOM Jabil Commoditized DIfferentiated Less control Jabil Build Jabil Opportunity to leading/impacting drive efficiencies cost & design for both customer Jabil D
Slide 8: Three Transformation Examples
Three Transformation Examples OPTICAL COMMUNICATIONS 8
Slide 9: Stack Velocity: Customizable Platforms
Stack Velocity: Customizable Platforms JABIL IP OEM CUSTOMER ID AND IP COMMERCIAL CLOUD OFF THE SHELF COMPONENTS Accelerated Time to Market TRADITIONAL JABIL CUSTOMER Reduced Investment Workload Optimized Solutions 9
Slide 10: Collapsing Optical Communication
Collapsing Optical Communication MULTIPLE 1 2 3 4 5 SOURCES Chip Gold Box CFP2 PCBA Assembly/Integration TIS Transport Infrastructure SUBSYSTEM Solutions COMPONENT Advanced Datacenter Photonic Infrastructure Packaging Solutions Solutions 10 MODULE
Slide 11: Capital Equipment Market Potential
Capital Equipment Market Potential • Forced cooperation between FABs and OEMs • Consolidation of OEMs: from transactional relationships to partnerships • Market demand to consolidate (too many small players without global scale and limited ability to invest in engineering) • Market stabilizing, beco
Slide 12: Jabil Capital Equipment: Stronger Than Sum of the Parts
Jabil Capital Equipment: Stronger Than Sum of the Parts R&D and System Solutions Wafer Handling Automation CAPITAL EQUIPMENT JABIL Mechanical NPI Global Manufacturing 12
Slide 13: Complementary, Credible Solutions
Complementary, Credible Solutions Chamber transfer Stage design and solutions – SHEMER fabrication solutions - SHEMER,WOLFE and JAMS User Interface and Wafer handling controls solutions – solutions – CHAD WOLFE and JABIL 13
Slide 14: Jabil: Your Extended Factory
Jabil: Your Extended Factory 14
Slide 15: Evolving Business Model
Evolving Business Model EMS 2.0 Traditional EMS 2016 2017 2018 2019 2020 15
Slide 16: Thank You
THANK YOU 16