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Jabil Inc. (JBL) Presents at J.P. Morgan 54th Annual Glob...
2026-05-20 · via All Articles on Seeking Alpha

Jabil Inc. (JBL) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 10:45 AM EDT

Company Participants

Michael Meheryar Dastoor - CEO & Director
Matt Crowley - Executive Vice President of Global Business Units

Presentation

Unknown Analyst

Good morning, everyone, and welcome to the fireside chat with Jabil. I have the pleasure of hosting Mike Dastoor, who's the Chief Executive Officer; and Matt Crowley, who's EVP of Intelligent Infrastructure for Jabil. Thank you both for coming to the conference, and thank you to the audience as well.

Question-and-Answer Session

Unknown Analyst

Mike, maybe I'll kick it off with you and Matt, feel free to jump in here. But a lot of investors I talk to what's been more sort of surprise to them has been the significant repositioning over the last 5 to 7 years for Jabil. As you sit here today, you have 40% of your revenue exposure linked to AI, including some proprietary capabilities like optical via the Intel acquisition, Intel asset acquisition. You have power products via Hanley. So when you now think about the next 5 to 7 years, what do you see as Jabil's role in AI infrastructure landscape in particular?

Michael Meheryar Dastoor
CEO & Director

Sure. So I think, first of all, thank you for having us. I think the whole Intelligent Infrastructure piece today is going really, really well, strong demand from everywhere. I think it's kudos to the team, Matt and his team here who've actually built a profile, which is not product-based. It's not just a single silo. It's across multiple capabilities. It's across multiple sort of the highlights that we've seen. We're in power management, we're in server racks, we're in liquid cooling. We're in servicing and maintenance as well.

So there's a whole