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Zebra(ZBRA) - 2021 Q3 - Earnings Call Transcript
2021-11-02 17:22
Zebra Technologies Corporation. (NASDAQ:ZBRA) Q3 2021 Earnings Conference Call November 2, 2021 8:30 AM ET Company Participants Anders Gustafsson – CEO Mike Steele – SVP Nathan Winters – CFO Joachim Heel – CRO Conference Call Participants Tommy Moll – Stephens Andrew Buscaglia – Berenberg Jim Ricchiuti – Needham and Co Meta Marshall – Morgan Stanley Paul Chung – JPMorgan Brian Drab – William Blair Keith Housum – Northcoast Research Damian Karas – UBS Rob Mason – Baird Operator Good day, and welcome to the T ...
Zebra(ZBRA) - 2021 Q2 - Earnings Call Transcript
2021-08-03 18:18
Zebra Technologies Corporation (NASDAQ:ZBRA) Q2 2021 Earnings Conference Call August 3, 2021 8:30 AM ET Company Participants Michael Steele - Vice President, Investor Relations Anders Gustafsson - Chief Executive Officer Nathan Winters - Chief Financial Officer Joachim Heel - Chief Revenue Officer Conference Call Participants Damian Karas - UBS Tommy Moll - Stephens Jim Ricchiuti - Needham and Company Paul Chung - JPMorgan Meta Marshall - Morgan Stanley Keith Housum - Northcoast Research Andrew Buscaglia - ...
Zebra(ZBRA) - 2021 Q2 - Earnings Call Presentation
2021-08-03 14:31
Zebra Technologies Second Quarter 2021 Results August 3, 2021 Safe Harbor Statement Statements made in this presentation which are not statements of historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results may differ from those expressed or implied in the company's forward-looking statements. Zebra may elect to update forwardlooking statements but expressly disclaims any obligation to do so, e ...
Zebra(ZBRA) - 2021 Q1 - Earnings Call Transcript
2021-05-04 19:13
Financial Data and Key Metrics Changes - The company reported adjusted net sales growth of 28% year-over-year, with 25% growth on an organic basis [9][12] - Adjusted EBITDA margin improved by 620 basis points to 25.3% compared to the prior year [9][17] - Non-GAAP diluted earnings per share reached $4.79, a 79% increase from the previous year [9][17] - Free cash flow generated in Q1 was $214 million, an increase of $119 million year-over-year [18] Business Line Data and Key Metrics Changes - The Asset Intelligence & Tracking segment, including printing and supplies, grew by 21.4% [13] - The Enterprise Visibility & Mobility segment saw sales increase by 26.8%, driven by strong growth in enterprise mobile computing [13] - Double-digit growth was observed in services and software, as well as in RFID solutions [14] Market Data and Key Metrics Changes - North America sales increased by 28%, with strong growth across mobile computing, printing, services, and supplies [15] - EMEA sales rose by 22%, with solid growth across all sub-regions [15] - APAC returned to growth with a 19% increase, led by strength in China, Australia, New Zealand, and India [15] - Latin America experienced a 31% sales increase, returning to growth in all sub-regions [15] Company Strategy and Development Direction - The company is focused on advancing its Enterprise Asset Intelligence vision, leveraging its product portfolio to help customers digitize and automate operations [25][26] - There is a strong emphasis on integrating Reflexis' workforce management solutions with existing software applications to optimize frontline worker experiences [28] - The launch of the ZSB Series printer targets the small business market, entering a $400 million market with recurring revenue potential [32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in growth prospects due to strong demand across all business dimensions and a robust sales pipeline [19][20] - The company raised its full-year 2021 adjusted net sales growth outlook to between 18% and 22% [22] - Management acknowledged supply chain constraints but maintained confidence in achieving the sales outlook [78] Other Important Information - The company is experiencing logistical bottlenecks and semiconductor shortages, which have led to increased freight costs [75][78] - There are no imminent plans for broad price increases despite supply chain challenges [79] Q&A Session Summary Question: Is the current order strength reflective of underlying demand or pent-up demand? - Management indicated that while there is some pent-up demand, strong secular trends are driving broad-based demand across all regions and verticals [47][48] Question: Which geography or end market has improved the most? - North America was highlighted as particularly strong, with double-digit growth across all product categories [55][56] Question: What are the anticipated headwinds for the full year? - Management identified logistical bottlenecks and semiconductor shortages as key challenges but expressed confidence in the sales outlook [74][78] Question: How is the competitive environment perceived? - Management is confident in their competitive positioning, noting that they have gained market share during the pandemic [128]
Zebra(ZBRA) - 2021 Q1 - Earnings Call Presentation
2021-05-04 15:15
Zebra Technologies First Quarter 2021 Results May 4, 2021 Safe Harbor Statement Statements made in this presentation which are not statements of historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results may differ from those expressed or implied in the company's forward-looking statements. Zebra may elect to update forwardlooking statements but expressly disclaims any obligation to do so, even ...
Zebra(ZBRA) - 2020 Q4 - Earnings Call Presentation
2021-02-11 18:24
Zebra Technologies Fourth Quarter and Full Year 2020 Results February 11, 2021 Safe Harbor Statement Statements made in this presentation which are not statements of historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results may differ from those expressed or implied in the company's forward-looking statements. Zebra may elect to update forward-looking statements but expressly disclaims any obli ...
Zebra(ZBRA) - 2020 Q4 - Annual Report
2021-02-10 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NUMBER 000-19406 Zebra Technologies Corporation (Exact name of registrant as specified in its charter) (State or other jurisdiction of in ...
Zebra(ZBRA) - 2020 Q3 - Earnings Call Transcript
2020-11-03 19:57
Zebra Technologies Corporation (NASDAQ:ZBRA) Q3 2020 Earnings Conference Call November 3, 2020 8:30 AM ET Company Participants Michael Steele - Vice President of Investor Relations Anders Gustafsson - Chief Executive Officer Nathan Winters - Acting Chief Financial Officer Joachim Heel - Senior Vice President, Global Sales Conference Call Participants Tommy Moll - Stephens Inc Jim Ricchiuti - Needham & Company Meta Marshall - Morgan Stanley Richard Eastman - Robert W. Baird Brian Drab - William Blair & Compa ...
Zebra(ZBRA) - 2020 Q3 - Earnings Call Presentation
2020-11-03 14:14
Zebra Technologies Third Quarter 2020 Results November 3, 2020 ZEBRA TECHNOLOGIES Safe Harbor Statement Statements made in this presentation which are not statements of historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results may differ from those expressed or implied in the company's forward-looking statements. Zebra may elect to update forward-looking statements but expressly disclaims any o ...
Zebra(ZBRA) - 2019 Q4 - Annual Report
2020-02-13 21:03
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NUMBER 000-19406 Zebra Technologies Corporation (Exact name of registrant as specified in its charter) (I.R.S. Employer (State or other jurisdiction of inc ...