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Flextronics' CEO Discusses F3Q12 Results - Earnings Call Transcript

Flextronics ( FLEX)

F3Q12 Earnings Call

January 19, 2012 5:00 p.m. ET


Kevin Kessel – VP, IR

Paul Read – CFO

Mike McNamara – CEO


Sherri Scribner - Deutsche Bank

Shawn Harrison – Longbow Research

Brian Alexander – Raymond James

Amitabh Passi – UBS

Sean Hannan – Needham & Company

Louis Miscioscia – Collins Stewart

Steve O'Brien – JP Morgan

Jim Suva – Citi

Amit Daryanani – RBC Capital Markets

Brian White – Ticonderoga

Craig Hettenbach – Goldman Sachs



Good afternoon, and welcome to the Flextronics International Third Quarter Fiscal Year 2012 Earnings Conference Call.

At this time, for opening remarks and introductions, I would like to turn the call over to Mr. Kevin Kessel, Flextronics’ vice president of investor relations. Sir, you may begin.

Kevin Kessel

Thank you, operator. We appreciate you joining the Flextronics’ conference call to discuss the results of our fiscal 2012 third quarter ended December 31, 2011.

Joining me on the call today is our chief executive officer, Mike McNamara, and our chief financial officer, Paul Read. The presentation that corresponds to our comments today is posted on the Investors section of our website under the “Conference Calls and Presentations” link, and it can also be accessed from a link directly on our homepage.

The agenda for today’s call begins with Paul Read reviewing the financial highlights from the third quarter of fiscal 2012, followed by Mike McNamara, who will discuss the current business environment and trends within our individual business groups. He will also conclude with our guidance for the fourth quarter of fiscal 2012 ending in March. Following that, we will take your questions.

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