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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.
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UBS’s 2025 Global Technology and AI Conference summary1 Dec, 2025

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.

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Frequently asked questions

Zebra Technologies Corporation, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry. The company manufactures handheld computers, mobile computers, printers, bar code scanners, and RFID readers. It offers capture devices such as closed-loop UHF RFID readers that read both EPCglobal Gen 2 (ISO18000-6C) and Gen 1 tags; short range EZRadio Wireless products; ultra-wide band (UWB) RFID readers for accessing both Gen 2 and Gen 1 tags; long range UWB RFID reader that reads both Type 4 and Type 5 UWB tags operating at 123KHz to 868MHz frequency bands; panel mount terminals; datalink USB adapters; and wireless portable printers. Zebra Technologies Corporation is based in Lincolnshire, Illinois.

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