Fabrinet Q2 2021 Earnings Call Transcript - Thomson StreetEvents

Fabrinet Q2 2021 Earnings Call Transcript

Fabrinet Q2 2021 Earnings Call Transcript - Thomson StreetEvents
Fabrinet Q2 2021 Earnings Call Transcript
Published Feb 01, 2021
Published Feb 01, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of FN.N earnings conference call or presentation 1-Feb-21 10:00pm GMT

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Fabrinet
Ticker
FN.N
Time
10:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division - Analyst : This is Joe Cardoso on for Samik. So my first question is a follow-up on the automotive question that was just asked. I guess relative to our expectation, automotive continues to outperform expectations. And it sounds like the primary driver is LIDAR and then, to that degree, the traditional business. I guess if we compare it to like 90 days ago or 180 days ago, has this demand kind of caught you guys by surprise as well? And like what's really driving this demand for LIDAR specifically? Is this going into production vehicles? Any color there would be helpful.

Question: Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division - Analyst : Got it. No, that's fair. And then my second question is more of a clarification or confirmation. I believe in the past -- and this is related to the Chonburi build-out. In the past, you've disclosed that roughly 1 plant land equates to 550 square -- or 550,000 square feet or $500 million of total revenue opportunity. So is it correct to think the new building will account for roughly $1 billion of revenue? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 01, 2021 / 10:00PM, FN.N - Q2 2021 Fabrinet Earnings Call

Question: Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division - Analyst : Got it. Appreciate the insights, guys. Congrats on the quarter.

Table Of Contents

Fabrinet Q2 2022 Earnings Call Transcript – 2022-01-31 – US$ 54.00 – Edited Transcript of FN.N earnings conference call or presentation 31-Jan-22 10:00pm GMT

Fabrinet Annual Shareholders Meeting Transcript – 2021-12-09 – US$ 54.00 – Edited Transcript of FN.N shareholder or annual meeting 9-Dec-21 5:00pm GMT

Fabrinet Q1 2022 Earnings Call Transcript – 2021-11-01 – US$ 54.00 – Edited Transcript of FN.N earnings conference call or presentation 1-Nov-21 9:00pm GMT

Fabrinet Q4 2021 Earnings Call Transcript – 2021-08-16 – US$ 54.00 – Edited Transcript of FN.N earnings conference call or presentation 16-Aug-21 9:00pm GMT

Fabrinet Q3 2021 Earnings Call Transcript – 2021-05-03 – US$ 54.00 – Edited Transcript of FN.N earnings conference call or presentation 3-May-21 9:00pm GMT

Fabrinet Annual Shareholders Meeting Transcript – 2020-12-10 – US$ 54.00 – Edited Transcript of FN.N shareholder or annual meeting 10-Dec-20 5:00pm GMT

Fabrinet Annual Shareholders Meeting Transcript – 2020-12-10 – US$ 54.00 – Edited Transcript of FN.N shareholder or annual meeting 10-Dec-20 5:00pm GMT

Fabrinet Q1 2021 Earnings Call Transcript – 2020-11-02 – US$ 54.00 – Edited Transcript of FN.N earnings conference call or presentation 2-Nov-20 10:00pm GMT

Fabrinet Q4 2020 Earnings Call Transcript – 2020-08-17 – US$ 54.00 – Edited Transcript of FN.N earnings conference call or presentation 17-Aug-20 9:00pm GMT

Fabrinet at Bank of America Merrill Lynch Global Technology Conference (Virtual) Transcript – 2020-06-04 – US$ 54.00 – Edited Transcript of FN.N presentation 4-Jun-20 5:45pm GMT

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MLA:
Thomson StreetEvents. "Fabrinet Q2 2021 Earnings Call Transcript" Feb 01, 2021. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Fabrinet-Earnings-Call-T13598080>
  
APA:
Thomson StreetEvents. (2021). Fabrinet Q2 2021 Earnings Call Transcript Feb 01, 2021. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2021-Fabrinet-Earnings-Call-T13598080>
  
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