Jabil Inc
JBLQ3 2022(JBL Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$242.9M
AI Revenue (Q)
$192.7M
Total Revenue (Q)
$9.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full-year FY2022: Total revenue $33,478M. Q4 (Aug 31) quarter revenue derived from annual minus 9-month: $33,478M - $24,448M = $9,030M. No AI disclosure. EMS includes cloud, networking/storage subsectors with nascent AI infrastructure demand. Conservatively 2% AI-adjacent. ~$181M / $9,030M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net revenue FY2022: $33,478M (EMS + DMS)
10-K, August 31, 2022, Segment Note
EMS segment includes customers primarily in the 5G, wireless and cloud, digital print and retail, industrial and semi-cap, and networking and storage industries
10-K, August 31, 2022, Item 1 Business
AI Products Identified (Ring 1)
GPU server assemblyoptical transceiversdata center components
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.
networking and storage manufacturingcloud infrastructure hardware
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix