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Zebra Technologies Corporation (ZBRA) Presents at TD Cowe...
SA Transcripts · 2026-05-29 · via All Articles on Seeking Alpha

Zebra Technologies Corporation (ZBRA) TD Cowen's 54th Annual Technology, Media & Telecom Conference May 28, 2026 1:50 PM EDT

Company Participants

Michael Steele - Vice President of Investor Relations
Tom Bianculli - Chief Technology Officer

Conference Call Participants

Joseph Giordano - TD Cowen, Research Division

Presentation

Joseph Giordano
TD Cowen, Research Division

All right. Thanks, everyone, for joining. Last one for me. My name is Joe Giordano, I cover Industrials here. Last public service announcement, the WiFi password is not a request. You are now contractually obligated to vote for Cowen for Extel. Thank you for that. Don't shoot the messenger.

Happy to have Zebra here, Tom and Mike, and we're going to jump into the discussion. If anyone has questions, just feel free to raise your hand any time. But otherwise, we'll just go. And I think before we get started into the Q&A, Mike is going to give us a minute to take a broad overview of the company real quick, and then we'll jump in.

Michael Steele
Vice President of Investor Relations

Thanks for hosting, Joe. I know there's a lot of new investors to the story, so I thought I'd just do a quick background on Zebra. Zebra is the foundation for intelligent operations where data, automation and AI assist workers to transform frontline workflows. We empower 80% of the Fortune 500 across a broad set of industries from retail and hospitality to manufacturing, logistics, health care and more to digitize, automate and embed intelligence into their end-to-end operations.

We have 2 complementary business segments that have similar growth profiles. Asset visibility and automation gives physical assets a digital voice to generate rich real-time data about what's really happening in the front line of business. This data fuels the AI models that help our customers automate workflows and