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CTG at a glanceFY 16 quick stats:
– $1.57B new bookings
– 55 new customers
– ~$1B in Wearables revenue
– >$0.5B in new Connected Home revenue
7% YoY Sketch-to-scaleTM
growth
Opened SF Invention Lab
Announced Nike business
Acquired Wink
1,5652,011 2,058
1,364
Q1 FY16 Q2 FY16 Q3 FY16 Q4 FY16
Revenue - $7.0BTotal CTG($M)
9781,362 1,407
899
Q1 FY16 Q2 FY16 Q3 FY16 Q4 FY16
Revenue - $4.6B Excluding all Lenovo Motorola Smartphones($M)
2
Investing in new markets
0
200
400
600
800
1,000
1,200
1,400
1,600
FY 14 FY 15 FY 16
Wearables
Connected Home
7 New Customers
10 New Customers
10 New Customers
5 New Customers
+90%
+100%
Revenue ($M)
3
Investing in new business models
Operating Profit
5+ %
2+ %
3-4 %
Customers Added
42
6
7
Revenue Growth
113 %
-34 %
48 %
FY 16 Achieved
STRATEGIC
CORE
ICE
4
Developing growth vectors
Fashion
ConnectedHome
ConsumerHealth
New Generation Products
Digital SportNike
• Smart Appliances• Home Hubs• Media Devices• Connected Audio
• Connected Jewelry• Bags with Power• Smart Accessories
• Advanced Wearables• Telehealth• Personalized Monitoring
• Drones• Virtual & Augmented Reality• Telematics
• Activity Trackers• Smart Helmets• Smart Watches• Athletic Apparel
• Shoes
5
Leveraging global innovation
Sorocaba, Brazil
Irving, TX Plano, TX
Milpitas, CA Raleigh, NC
Stuttgart, Germany Althofen, Austria
Migdal Haemek, Israel
Linkoping, Sweden
Milan, Italy
Brno, Czech Republic Wuzhong, China
Taipei, Taiwan
Atlanta, GA
New Market, Canada
Timisoara, Romania
Kallang, Singapore
Coopersville, MI
Cebu, Philippines
Ottawa, Canada
Zhuhai, ChinaHuang Tian
(Shenzhen), ChinaGuadalajara, Mexico
San Francisco, CA
Vancouver, CanadaBudapest, Hungary
Boston, MANew York, NY
Haifa, Israel Shanghai, China
Burlington, CanadaFarmington Hills, MI
Austin, TX
Ronneby, Sweden
NEW YORK• Gateway to Flex for East Coast • ICE Office• Home to iconic fashion brands ad design mecca• FLEX creating the bridge coast to coast• Wink HQ
SAN FRANCISCO• Gateway to high tech innovation• Home to key technologies • Path to FLEX talent• FLEX SF Invention Center
6
0.0%
1.0%
2.0%
3.0%
4.0%
FY 14 FY 16
Continuous transformation
Driving new customers in new industries, with greater margins
12%
27%
21%
30%
CEC CTG IEI HRS
FY 2016
21%Total Flex
* Excludes Lenovo Motorola
~40%
~90%
CTG OP%*
7
In 18 months, 20 inventions on the factory floor
Fastest new Nike factory ramp,150 days from start to first ship
On track to have meaningful revenue in FY 18
Enabling customization & regionalization
8
Wink is an IoTsoftware platform that connects the world’s greatest brands together
Wink’s core purpose is to simplify your life and to help you live smarter by making all your connected technology more accessible and functional
Flex acquired Wink in November 2015
• 401,106 Users• 1.1MM Devices Added• New home added every 2 minutes
9
New Markets55 New Customers6 Growth Vectors
Enabling Profitable Growth in FY 17, 18, and 19
Sketch to Scale113% growth in ICE & 48% growth in Strategic
Exceeding OP targets in ICE and Strategic
Enabling a Smarter, More Connected World
Leverage Technology Across IndustriesWink becomes a powerful ecosystem
15