Jabil

“In December, we received supplier awards, both from TSMC and Jabil, recognizing our product performance and support of critical underfill applications as well as our dedicated responsive and talented local Nordson teams.”

Jabil recognized Nordson with a supplier award for its underfill application products and local support teams, underscoring Nordson's role in Jabil's electronics manufacturing supply chain.

“we acquired the photonics business from Intel a few years ago”

Jabil acquired Intel's silicon photonics business, which now underpins Jabil's co-packaged optics and silicon photonics capabilities for AI data center interconnect.

“the liquid cooling acquisition we made with Mikros in '24 has also been a big game changer”

Jabil cites its 2024 acquisition of Mikros (liquid cooling design/engineering) as a game changer for its thermal management capabilities serving hyperscaler data centers.

“the previously announced Hanley Energy acquisition, which our guidance assumes will close sometime in January”

Jabil is acquiring Hanley Energy Group (expected to close January), a power and energy management solutions company adding modular power distribution and services capabilities for data centers (~$200M FY26 revenue contribution).

“a warrant deal between one of your competitors and Amazon, just any implications for the industry or the company itself?”

An analyst asked about Amazon's warrant deal with a Jabil competitor; management noted Jabil was the first EMS to do warrants with Amazon.

“Through IDA Global, our joint venture with Cyferd a native AI SaaS provider, we're advancing even further.”

Jabil's IDA Global joint venture with Cyferd applies self-learning AI to autonomously manage its multi-tier supply chains.

“will be designed from day 1 with key partner capabilities like NVIDIA's Omniverse and Endeavors power and cooling solutions, which positions us very well to meet future demand with greater agility and expertise.”

Jabil's new North Carolina AI rack facility will be designed around NVIDIA's Omniverse, underscoring a deep NVIDIA partnership.

“Our acquisition of Pii has brought us into the CDMO space.”

Jabil's acquisition of Pii expanded it into the pharmaceutical CDMO space, and the integration is on track with a new customer added.

“like the one we announced recently with AVL to co-develop designs and manufacturing solutions for the automotive and transportation market.”

Jabil announced a collaboration with AVL to co-develop designs and manufacturing solutions for automotive and transportation.

“If you go and look back at our history over the last maybe twenty four months, the silicon photonics from Intel, the liquid cooling Micros acquisition, the 80% being allocated to buybacks.”

Jabil's CEO cites the liquid-cooling Micros acquisition as one of its recent capability-driven tuck-in acquisitions, supporting its AI data-center infrastructure buildout.

“I think if you go back a couple of years, we made this the Photonics acquisition from Intel. We acquired a design and engineering team.”

Jabil's transceiver business, now seeing strong growth toward 800G and 1.6T products, traces back to its acquisition of Intel's silicon photonics design and engineering team a couple of years ago.

“our exciting acquisition of U.S.-based Pharmaceuticals International Inc.”

Jabil closed the acquisition of Pharmaceuticals International Inc. in early February, adding aseptic filling and dry-dose manufacturing capability and opening a $20 billion addressable healthcare market.

“I think you're aware we made this acquisition from Intel. That was about 18, 24 months ago.”

Jabil acquired a silicon photonics business from Intel roughly 18-24 months prior, which gave Jabil engineering capability and clean-room capacity now driving its photonics/transceiver growth.