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Flex Ltd. (FLEX) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript

Question-and-Answer SessionMark DelaneyGoldman Sachs Group, Inc., Research Division I thought we could start off with some questions by end markets. And certainly, one of the bigger ones we've been hearing a lot this week at the Communacopia and Technology Conference is on the data center market. For Flex last year, a 4.8billionbusiness.Nownearly204.8 billion business. Now nearly 20% of your revenue, I think 3.5 billion of that 4.8billionwastiedtoassemblyandthen4.8 billion was tied to assembly and then 1.3 billion in power. Maybe you can speak a bit more to the brea ...