惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Google DeepMind News
Google DeepMind News
B
Blog RSS Feed
The GitHub Blog
The GitHub Blog
Recent Announcements
Recent Announcements
A
About on SuperTechFans
G
Google Developers Blog
aimingoo的专栏
aimingoo的专栏
U
Unit 42
WordPress大学
WordPress大学
Y
Y Combinator Blog
罗磊的独立博客
J
Java Code Geeks
Microsoft Azure Blog
Microsoft Azure Blog
腾讯CDC
博客园 - 叶小钗
Stack Overflow Blog
Stack Overflow Blog
Engineering at Meta
Engineering at Meta
Microsoft Security Blog
Microsoft Security Blog
GbyAI
GbyAI
V
V2EX
雷峰网
雷峰网
H
Hackread – Cybersecurity News, Data Breaches, AI and More
S
SegmentFault 最新的问题
酷 壳 – CoolShell
酷 壳 – CoolShell

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
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