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Fabrinet: A Tale Of Rapid Growth in Datacom Driven by AI Applications! 


Fabrinet’s recent earnings included a new record set for second quarter revenue and EPS due to rapid growth in datacom, driven specifically by next-gen AI interconnect, with revenue at $712.7 million, an increase of 7% from the previous year and 4% from the first quarter. However, telecom revenue remained impacted by inventory absorption in the ecosystem – a possible note of concern. The company expects telecom revenue to slightly increase in the third quarter as newer optical communication technologies, like extended reach pluggable optics, have seen increasing demand. Meanwhile, Fabrinet’s non-optical communications business saw a small decline in the second quarter likely due to inventory absorption in automotive programs. Industrial laser revenue remained stable.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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