Financial Performance - Zebra Technologies reported Q1 2025 sales of $1,308 million, reflecting 11.9% organic net sales growth[10] - The adjusted EBITDA margin increased by 240bps to 22.3%[10] - Non-GAAP diluted EPS increased by 41.5% to $4.02[10] - Free cash flow for Q1 2025 was $158 million, $47 million higher year-over-year[18] Segment and Regional Growth - Asset Intelligence & Tracking segment organic net sales grew by 18.4%[16] - Enterprise Visibility & Mobility segment organic net sales grew by 8.6%[16] - EMEA region experienced organic net sales growth of 18%[16] - Latin America region experienced organic net sales growth of 18%[16] Outlook and Tariffs - The company expects sales growth between 4% and 7% for Q2 2025[24] - The company expects sales growth between 3% and 7% for FY25[24] - The company anticipates approximately $70 million gross profit impact for FY25 due to U S import tariffs[20] - The company anticipates $25-30 million gross profit net impact from import tariffs for 2Q25[20]

Core Viewpoint - IBM plans to invest $150 billion in the U.S. over the next five years, including over $30 billion in mainframe and quantum computing research to enhance its role as a global leader in computing [1][2] Group 1: Investment Plans - The investment aims to fuel the economy and accelerate IBM's leadership in computing [1] - The commitment includes a significant focus on American jobs and manufacturing, reinforcing IBM's historical dedication to these areas [2] Group 2: Industry Context - Other tech companies, such as Apple and Nvidia, have also announced substantial investments to boost their U.S. manufacturing presence, reflecting a broader trend in the industry [2]