Jabil Inc
JBLQ3 2023(JBL Q4 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$363.8M
AI Revenue (Q)
$251.6M
Total Revenue (Q)
$8.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2023 full year: $34,702M total revenue. Q4 FY2023 derived: $34,702M - $26,244M (9-month) = $8,458M. No AI-specific disclosure in the 10-K. Business description unchanged from prior year -- still EMS/DMS with cloud, networking, semi-cap in EMS. AI infrastructure demand growing but Jabil does not quantify. Maintaining 3%. ~$254M / $8,458M = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net revenue FY2023: $34,702M
10-K, August 31, 2023, Segment Note
EMS segment includes customers primarily in the 5G, wireless and cloud, digital print and retail, industrial and semi-capital equipment, and networking and storage industries
10-K, August 31, 2023, Item 1 Business
AI Products Identified (Ring 1)
GPU server assemblyAI server cooling solutionsoptical transceivers
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