Mike McNamaraChief Executive Officer

The Age of Intelligence

We are in a new era

Operating at Scale Across 12 Industries

Medical

$2B

Automotive

$2B

Industrial

$1B

Home Appliances

$1B

CapitalEquipment

$1B

Energy

$2B

Telecom

$3B

EnterpriseCompute

$2B

Wearables

$1B

ConnectedLiving

$1B

Mobile

$2B

Networking

$3B

Revenue

Giving Us Unparalleled Insight

Medical

$2Billion

Automotive

$2Billion

Industrial

$1Billion

Home Appliances

$1Billion

CapitalEquipment

$1Billion

Energy

$2Billion

Telecom

$3Billion

EnterpriseCompute

$2Billion

Wearables

$1Billion

ConnectedLiving

$1Billion

Mobile

$2Billion

Networking

$3Billion

144 130 51 52 101 76

30 27 21 62 934

# of customers

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

Developthe smart

components that enable intelligence

Identifyand leverage technology

across industries

Commercializerelevant product

solutions

Cultivateand accelerate

collective innovation

Relentless Drive for World’s Most Efficient and Reliable Operations

Additive manufacturing

(3D printing)

Advanced simulation and visualization

Automationand robotics

Machine-to-machine communications

Augmented reality (AR)

Exceptionally Well Built for the Future

Develop Identify CommercializeCultivate

Our Industry Has Changed -- We Have Evolved Our Model

Time

Electronics Manufacturing

Services

ContractManufacturing

Sketch-to-ScaleTM

Sketch-to-ScaleTMSolutions and Co-innovation

Time

Electronics Manufacturing

Services

ContractManufacturing

Worldwide Scale and Labor Arbitrage

Asset Light and Lower Cost

Our Industry Has Changed -- We Have Evolved Our Model

Time

Cost Based Discussion

Director of Operations

3–6 months lead-time

Our Conversation Changes with Sketch-to-Scale

Revenue/Strategy Discussion

CEO/CTO/COOProduct Executive

18–24 months lead-time

»

3%

9%

5%

18%

CEC CTG IEI HRS

7%

12%

27% 26%

33%

CEC CTG IEI HRS

Sketch-to-Scale Revenue is Rapidly Accelerating

FY 2013

CEC CTG IEI HRS

FY 2020E

40%

FY 2017

23%

25–35%

35–45%

“…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 ParkerCEO Nike - 2016

Reinventing the Footwear Industry

Reinventing the Construction Industry

(McKinsey, 2016) Real gross value added per hour worked by persons engaged, Indexed 1995 = 100

Global productivity growth

1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014

Construction

Total economy

Manufacturing200

190

180

170

160

150

140

130

120

110

100

0

We will also modernize the supply chain for the Construction Industry

13% of the world’s GDP

Operating at Scale Across Traditional Industries

Medical Automotive Industrial Home Appliances

CapitalEquipment

Energy

Telecom EnterpriseCompute

Wearables ConnectedLiving

MobileNetworking

The Future Requires Cross-Industry Capabilities

Artificial Intelligence (AI)

Smart Cities

Autonomous/ Connected Cars

Cloud Data Center

Intelligent AssetTracking

Digital Health

Augmented Reality/ Virtual Reality (AR/VR)

5G/Telco Cloud

Industrial Automation

Connected Living

Yielding a Massive Expansion of TAM

Artificial Intelligence (AI) 1

Digital Health

Smart Cities 2

Autonomous/ Connected Cars

Cloud Data Center

Augmented Reality/ Virtual Reality (AR/VR) 1

5G/Telco Cloud

Intelligent AssetTracking

Industrial Automation

Connected Living

2015-2020 data points ($B), CAGR

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

246392

10%

4

3554%

8

4756%

32 61

14%

10

2520%

65

17622%

50

11919%

3

3884%

1

1282%

3676

16%

24

Creating a smarter, more connected world