Financial Data and Key Metrics Changes - In Q2, total company sales reached $1.3 billion, reflecting a greater than 6% increase year-over-year, with adjusted EBITDA margin at 20.6%, a 10 basis point improvement [9][11][13] - Non-GAAP diluted earnings per share were $3.61, representing a 14% increase compared to the prior year [9][13] - Year-to-date free cash flow generated was $288 million, with $250 million in stock repurchases [14] Business Line Data and Key Metrics Changes - Strong growth was observed in mobile computing, scanning, and RFID, particularly in North America, Latin America, and Asia Pacific [9][12] - North America sales grew by 8%, with double-digit growth in mobile computing and RFID; Asia Pacific sales increased by 20% [12] - EMEA experienced a sales decline of 1%, cycling strong comparisons, particularly in mobile computing [12] Market Data and Key Metrics Changes - North America, Latin America, and Asia Pacific regions showed strong sales growth, while EMEA faced challenges [12][70] - The company noted resilience in demand despite uncertainties in trade policy, with customers maintaining capital spending levels [10][34] Company Strategy and Development Direction - The acquisition of Elo Touch Solutions is aimed at enhancing the connected frontline experience and expanding the addressable market by approximately $8 billion [7][23] - The company is focused on digitizing and automating workflows, leveraging innovations in hardware, software, and services [20][25] - Strategic priorities include expanding into consumer-facing solutions and enhancing self-service capabilities [20][23] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding demand, noting that customers are navigating uncertain trade policies but have generally maintained spending [10][34] - The company raised its full-year sales growth guidance to between 5% and 7%, reflecting strong second-quarter results and a solid backlog [18][84] - Management highlighted the potential positive impact of recent U.S. tax legislation on capital spending [35][43] Other Important Information - The company is experiencing a gross profit impact of approximately $30 million from U.S. import tariffs for the full year, which is favorable compared to previous expectations [15][18] - The balance sheet remains strong, with $872 million in cash and a net debt to adjusted EBITDA leverage ratio of 1.2 [14] Q&A Session Questions and Answers Question: Can you explain how the Elo acquisition technology ties in with Zebra's? - The acquisition enhances Zebra's portfolio with self-service and customer-facing solutions, expanding the addressable market significantly [30][31] Question: How do you feel about customer budget releases for the second half? - Demand has remained resilient, and customers are generally maintaining their capital spending levels despite some caution [34][35] Question: Can you discuss Elo's business cyclicality compared to Zebra's? - Elo's business is more balanced throughout the year, unlike Zebra's which typically sees year-end spending [40][41] Question: What is the potential for market share gains given competitive dynamics? - The company feels confident about its competitive position and sees opportunities for market share gains through strong customer relationships and expanded offerings [64][66] Question: What changes have been observed in various market sectors? - Strong growth continues in North America, Asia Pacific, and Latin America, while EMEA has shown mixed performance with some softness [68][70]

THE SECURITIES ACT OF 1933 MOBILICOM LIMITED (Exact name of registrant as specified in its charter) As filed with the Securities and Exchange Commission on March 25, 2024. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER Australia 3721 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 1 Rakefet Street, ...