The following is a summary of the Fabrinet (FN) Q4 2024 Earnings Call Transcript:
Financial Performance:
Fabrinet reported Q4 revenue of $753 million, a 15% increase from the previous year, and non-GAAP EPS of $2.41, exceeding guidance.
Full fiscal year revenue reached $2.9 billion, a 9% increase year-over-year, with non-GAAP earnings growing 16% to $8.88 per share.
Gross margin for Q4 stood at 12.5%, with operating margin at 10.7%, reflecting consistent profitability.
Business Progress:
Marked the fourth consecutive quarter of record revenue and EPS, driven by 120% growth in Datacom revenue, offsetting telecom declines. Notable expansions include the breaking ground on Building 10, a 2-million-square-foot facility, for $110 million to enhance production capacity.
Opportunities:
Strong growth prospects in datacom, propelled by 800 gig products for AI and related applications, with anticipation of continued revenue growth in both datacom and telecom sectors.
Expansion into new datacom technologies and telecom system wins indicate favorable long-term revenue trends.
Risks:
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以下はFabrinet(FN)のQ4 2024決算説明会議事録の要約です。
財務実績:
ファブリネットは、前年比15 %増のQ4売上高75300万ドル、非GAAP EPS 2.41ドルを報告し、ガイダンスを上回りました。
全会計年度の売上高は29億ドル、前年比9%増で、非GAAP収益は1株当たり8.88ドルに増加しました。
Q4の粗利率は12.5%、営業利益率は10.7%で、一貫した利益性を反映しています。
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