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Zebra Technologies (ZBRA) investor relations material
Zebra Technologies UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market performance and outlook
North America and Asia-Pacific experienced strong growth, with retail, e-commerce, and T&L leading, while Europe faced headwinds, especially in Germany and France.
Latin America achieved record quarterly revenue, showing significant recovery.
Secular trends in digitization and automation continue to drive demand across verticals.
RFID and machine vision businesses are stabilizing and expected to grow into 2026.
Customers are proceeding with planned projects, but acceleration is limited by market uncertainty.
Competitive landscape and differentiation
Competitive environment remains stable, with strong positioning in core markets.
Portfolio breadth, including mobile computing, machine vision, RFID, and AI, is unmatched among peers.
Elo acquisition enhances frontline consumer-facing capabilities.
AI and technology innovation
AI is a key growth catalyst, enabling digital voice for assets and people, and improving decision-making.
Unique AI applications target frontline workers, enhancing training and customer service.
Proofs of concept with customers are underway, with commercial launches expected in 2025.
AI-driven solutions may prompt hardware refresh cycles, supporting future sales.
- TimeTickerHeadlineOpen
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Profits and equity improved, with upward revisions to full-year forecasts and new subsidiaries added. - NVDA
AI is transforming enterprises by enabling intent-driven innovation and technology-first strategies. - DNLM
H1 sales up 3.6% to £926m; digital mix 41%; PBT to hit lower end of consensus. - CRW
Double-digit growth, strong cash flow, and new leadership drive confidence for FY25. - 7011
Strong revenue and profit growth in FY2025, with raised guidance and key divestiture impact. - 8053
Profit attributable to owners dipped 1.9% despite higher revenues and strong FX gains. - 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out.
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