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The Age of Intelligence

Mike McNamara
Chief Executive Officer
We are in a new era
Operating at Scale Across 12 Industries

Revenue

$2B $2B $1B $1B $1B $2B

Medical Automotive Industrial Home Capital Energy


Appliances Equipment

$3B $3B $2B $1B $1B $2B

Telecom Networking Enterprise Connected Mobile


Wearables
Compute Living
Giving Us Unparalleled Insight

# of customers

$2
144 $2
130 $1
51 $1
52 $1
101 $2
76
Billion Billion Billion Billion Billion Billion

Medical Automotive Industrial Home Capital Energy


Appliances Equipment

$3
30 $3
34 $2
27 $1
21 $1
62 $2
9
Billion Billion Billion Billion Billion Billion

Telecom Networking Enterprise Connected Mobile


Wearables
Compute Living
Capabilities Built for the Future

The Flex
Platform
Our company
innovates across
three dimensions
Software Platforms Convert Data into Actionable Insights
Cross-Industry Insights Allow Innovation at Scale

Cultivate Develop Identify


and accelerate the smart and leverage Commercialize
collective components that technology relevant product
innovation enable intelligence across industries solutions
Relentless Drive for World’s Most Efficient and
Reliable Operations

Automation Machine-to-machine Additive Advanced simulation Augmented


and robotics communications manufacturing and visualization reality (AR)
(3D printing)
Exceptionally Well Built for the Future

Cultivate Develop Identify Commercialize


Our Industry Has Changed -- We Have Evolved Our Model

Electronics
Contract
Manufacturing Sketch-to-Scale
TM

Manufacturing
Services

Time
Our Industry Has Changed -- We Have Evolved Our Model

Electronics
Contract
Asset Light and Worldwide Scale Solutions and
Manufacturing Sketch-to-Scale
TM

Manufacturing
Lower Cost and Labor Arbitrage Co-innovation
Services

Time
Our Conversation Changes with Sketch-to-Scale

»
Cost Based Revenue/Strategy
Discussion Discussion
Director of CEO/CTO/COO
Operations Product Executive
3–6 months 18–24 months
lead-time lead-time

Time
Sketch-to-Scale Revenue is Rapidly Accelerating

40%
35–45%

23%
33%
25–35%
27% 26%

7%
18%

12%
9%
5%
3%

CEC CTG IEI HRS CEC CTG IEI HRS CEC CTG IEI HRS
FY 2013 FY 2017 FY 2020E
Reinventing the Footwear Industry

“…partnering with innovators


who help it accelerate systemic
change at scale. With Flex, Nike
is driving the modernization of
footwear manufacturing
across its supply chain.”
Mark Parker
CEO Nike - 2016
Reinventing the Construction Industry
13% of the world’s GDP
Global productivity growth
200 Manufacturing
190 We will also
180
170 Total economy modernize the
160 supply chain for
150
140 the Construction
130
120 Construction Industry
110
100
0

1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014

(McKinsey, 2016) Real gross value added per hour worked by persons engaged, Indexed 1995 = 100
Operating at Scale Across Traditional Industries

Medical Automotive Industrial Home Capital Energy


Appliances Equipment

Telecom Networking Enterprise Connected Mobile


Wearables
Compute Living
The Future Requires Cross-Industry Capabilities

Smart Autonomous/ Artificial Cloud Intelligent Asset


Cities Connected Cars Intelligence (AI) Data Center Tracking

Digital Connected Augmented Reality/ 5G/Telco Industrial


Health Living Virtual Reality (AR/VR) Cloud Automation
Yielding a Massive Expansion of TAM

2015-2020 data points ($B), CAGR

10% 54% 56% 14% 20%


392 35 47 25
246 4 61
8 32 10

Smart Autonomous/ Artificial Cloud Intelligent Asset


Cities 2
Connected Cars Intelligence (AI) 1
Data Center Tracking

22% 19% 84% 82% 16%


176 119 38 12 76
65 50 3 1 36

Digital Connected Augmented Reality/ 5G/Telco Industrial


Health Living Virtual Reality (AR/VR) 1
Cloud Automation

Source: Gartner, IDC,IFR, Markets & Markets, GMI Insights, Goldman Sachs, Autodesk, Flex Internal Estimates
(1) Represents 2016 estimated figured
(2) Overlaps with other categories including connected living an autonomous vehicles
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Creating a smarter, more
connected world

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