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Flextronics' CEO Hosts 2012 Investor And Analyst Meeting Conference (Transcript)

Flextronics International Ltd. (FLEX)

2012 Investor and Analyst Meeting Conference Transcript

May 31, 2012 1:00 PM ET


Kevin Kessel – Investor Relations

Mike McNamara – Chief Executive Officer

Paul Read – Chief Financial Officer

Caroline Dowling – President, Enterprise Solutions

E.C. Sykes – President, Industrial and Emerging Industries

Paul Humphries – President, High Reliability Solutions

Mike Dennison – President, High Velocity Solutions


Jim Suva – Citi

Osten Bernardez – Cross Research

Craig Hettenbach – Goldman Sachs

Sherri Scribner – Deutsche Bank

Shawn Harrison – Longbow

Brian Alexander - Raymond James


Kevin Kessel

Good afternoon, everybody. I’m Kevin Kessel. I run the Investor Relations program for Flextronics, and I’d like to welcome everybody here this afternoon. We’re very thankful that you all are able to make it out here, for those of you here in-person, as well as on the webcast. I think we have great agenda here that I’m going to walk you through it quickly. And again, I think the hopefully we’ll have great depth discussion and Q&A.

We’re going to begin with after I do the obligatory Safe Harbor. We are begin with Mike McNamara, our CEO, and then move into discussion on our INS business, as well as our industrial and emerging industries by the various President’s of those businesses.

We’ll then have a break in the middle and we’ll follow-up with a discussion on high-reliability solutions, high-velocity solutions and then Paul Read will wrap everything up with the financial overview. At that point, we’ll take a Q&A on the webcast and eventually we’ll break for cocktail and the reception.

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