Jabil Inc
JBLQ4 2024(JBL Q1 FY2025)Derived12% AI
AI Revenue %
12%
AI Fair Value
$2.9B
AI Revenue (Q)
$1.0B
Total Revenue (Q)
$8.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 (Nov 30, 2024): New segment reporting. Intelligent Infrastructure = $2,496M, Regulated Industries = $2,957M, Connected Living = $1,541M, Total = $6,994M. Intelligent Infrastructure is 35.7% of total revenue. Not all of Intelligent Infrastructure is AI -- it includes traditional networking, semi-cap equipment. Conservatively estimating ~35% of Intelligent Infrastructure as AI-driven = ~$874M. Plus small AI contributions from other segments. Total AI estimate: ~$874M / $6,994M = 12.5%, rounding down to 12%.
Analyzed by claude-opus-4-6
Quoted Figures
Intelligent Infrastructure revenue: $2,496M out of $6,994M total
10-Q, November 30, 2024, Segment Revenue table
Regulated Industries $2,957M, Connected Living and Digital Commerce $1,541M
10-Q, November 30, 2024, Segment Revenue table
AI Products Identified (Ring 1)
AI server assemblyGPU liquid cooling systemsoptical transceiversdata center power/coolingAI networking equipment
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
traditional networking equipmentsemi-capital equipmentcloud infrastructure (non-AI)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI