Core Insights - Zebra Technologies Corporation (ZBRA) is positioned to benefit from strong performance across its business segments, operational excellence, and strategic acquisitions, focusing on growth opportunities and long-term market positioning [1] Business Performance - The Enterprise Visibility & Mobility segment has seen an 8.1% year-over-year revenue increase in Q1 2025, driven by higher sales of mobile computing and data capture solutions, along with increased service and software sales [2] - The Asset Intelligence & Tracking segment experienced an 18.4% year-over-year sales increase in Q1 2025, supported by solid demand for printing solutions and RFID products [3] - For Q2 2025, the company anticipates net sales growth of 4-7% compared to the same quarter last year, reflecting overall business strength [3] Acquisition Strategy - Zebra Technologies acquired Photoneo in March 2025, enhancing its 3D machine vision solutions by integrating Photoneo's technology with its existing capabilities [4] - The acquisition of Matrox Imaging in June 2022 has allowed Zebra to strengthen its fixed industrial scanning and machine vision portfolio [5] Stock Performance and Shareholder Returns - ZBRA's stock has increased by 44.6% over the past three months, outperforming the industry average growth of 42% [8] - The company has repurchased shares worth $125 million in Q1 2025, compared to $47 million in Q1 2024, with a remaining buyback capacity of $721 million from a $1 billion program authorized in May 2022 [9] - Free cash flow for Q1 2025 reached $158 million, marking a 42.3% year-over-year increase, supporting shareholder-friendly policies [9] Earnings Estimates - The Zacks Consensus Estimate for ZBRA's 2025 earnings is $14.51 per share, reflecting a 7.3% year-over-year increase, while the estimate for 2026 earnings is $16.41 per share, indicating a 13.1% increase from the previous year [10]

Nvidia Corp (NASDAQ:NVDA) just became the world's most valuable company in history. The shares hit a record high of $160.98 today, up 19.1% since the start of 2025. For those betting on even more highs for the semiconductor giant, it's worth noting that the stock rarely disappoints in the third quarter. Per Schaeffer's Senior Quantitative Analyst Rocky White, NVDA finished the third quarter positive in eight out of the last 10 years, making it one of the best S&P 500 Index (SPX) stocks to own during this ti ...

Flashnote 27 June 2025 Xiaomi YU7 selling like hotcakes Much stronger demand than the SU7 Compelling features Xiaomi AI glasses • Xiaomi AI glasses' overall features are very similar to market leader Ray- Ban Meta with some upgrades/ differences, including hybrid camera lens, type C charging (no wireless charging), and a silicon anode battery. Xiaomi AI glasses have a price range of Rmb1,999-2,999, which is in line with Ray-Ban Meta (US$299-$379), demonstrating company's premiumisation strategy, particularl ...

"联想以自身变革为驱动，不断打造智能IT引擎——擎天，并基于客户场景和AI技术驱动，形成了全栈 AI的产品、解决方案和服务。"刘军表示，联想将以全栈AI，助力企业创新生产力。 新华财经上海6月18日电（记者高少华）联想集团执行副总裁兼中国区总裁刘军18日在2025年世界移动 通信大会（MWC上海）上表示，当前人们正身处AI触发的第四次工业革命浪潮之中，智能体能力每几 个月翻一番，人类社会加速迈入"人智共创"的全新时代。中国AI产业发展从快速滑行进入起飞阶段，AI 普惠加速走向千行百业、烟火人间。 据介绍，早在2017年，联想即提出了"联想智慧中国"的愿景，前瞻布局人工智能。截至目前，联想已经 形成全栈AI的产品、解决方案和服务，包括AI终端、AI基础设施和AI解决方案与服务。 刘军表示，联想AI终端的布局可概括为"一体多端"。"一体"即天禧个人超级智能体，"多端"包括AI PC、AI手机、AI平板和AIoT设备。天禧个人超级智能体正在嵌入联想的AI PC、AI手机和AI平板、 AIoT等终端之中，为用户带来跨设备、跨系统生态的超级体验。数据显示，联想2024年发布的AI PC， 在天禧个人超级智能体带动下，过 ...

申万宏源认为，未来港股投资不仅在恒生科技指数、不仅在重点大市值公司，而是优质公司的系统性扩 散。综合基本面、估值、筹码、政策和市场交易特征五要素，该机构认为2025年下半年港股投资机会将 继续扩散，重点关注以互联网科技、医药为代表的广义成长板块投资机会。 硬科技与新消费共振，聚焦港股新CP（支持T+0）： 6月13日早盘，恒生科技指数低开低走，一度跌近2.5%。A股同赛道规模及流动性双料第一的恒生科技 指数ETF（513180）跟随指数下跌，持仓股中，地平线机器人、小鹏汽车、商汤、舜宇光学科技、蔚 来、比亚迪股份等跌幅居前。数据显示，恒生科技指数ETF（513180）盘中持续溢价，可见资金低位抢 筹力度升温，截至发文，该ETF成交额破34亿元，交投高度活跃。 今年初，由DeepSeek引发的AI叙事推动了中国资产重估，港股市场一度领涨全球。未来若出现AI模型 迭代（如DeepSeek发布R2）或AI应用（如小米AI眼镜等）突破，有望再度成为港股科技板块上攻的催 化剂。当前港股整体估值水平相对合理，成长板块的估值处于历史相对较低水平。截至6月12日，恒生 科技指数的最新估值（PETTM）仅20.27倍，处于指数 ...

沙特为其云项目接触思科和AMD。（The Information） ...

对于市场前景，这位技术掌门人展现出务实态度："2025年将是检验我们成果的关键年。"他坦言，尽管 Meta在AR/VR领域投入巨资，但最终裁决权仍掌握在消费者手中："技术能否落地，要看用户是否愿意 用钱包投票。"这种将战略愿景与市场现实相结合的表述，折射出硅谷新一代技术领袖在商业逻辑与国 家使命间的平衡智慧。 博斯沃思强调，硅谷的科技基因与军事发展有着深厚渊源："我们正站在回归传统的转折点，而这种回 归甚至尚未真正开始。"作为佐证，他披露Meta上周已与国防承包商Anduril Industries达成战略合作，双 方将联合研发集成人工智能、虚拟现实(VR)与增强现实(AR)技术的军用头显设备。这位科技领袖将此 合作定义为"技术复兴的标志性事件"，直言行业正在"重返巅峰状态"。 作为Meta内部资历最深的技术管理者之一，博斯沃思的职业生涯横跨二十载，从早期工程岗位一路晋 升至现职。其领导的现实实验室部门正全力推进消费级硬件布局，旗下产品矩阵涵盖智能眼镜领域的现 象级产品Ray-Ban Meta眼镜，以及VR市场主流设备Quest系列头显。面对外界对军民融合的质疑，他以 历史视角回应："硅谷的每一步重大突破都曾 ...

谷歌母公司Alphabet首席执行官： Google Beam将与惠普合作，并将于今年晚些时候上市。 ...

TransAct Technologies (TACT) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Ryan Gardella - SVP - IRJohn Dillon - CEOSteve DeMartino - President, CFO, Treasurer & Secretary Conference Call Participants Jeff Martin - Director of Research & Senior Research Analyst Operator As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Ryan Gardella, Investor Relations. Please go ahead, sir. Ryan Gardella Thank you. Good afternoon. Welcome to t ...

Core Viewpoint - Zebra Technologies Corporation (ZBRA) reported strong first-quarter 2025 results, with adjusted earnings per share of $4.02, exceeding estimates and showing a significant year-over-year increase of 41.5% from $2.84 [1][2] Financial Performance - Total revenues reached $1.31 billion, surpassing the consensus estimate of $1.28 billion, and reflecting an 11.3% year-over-year growth driven by the Enterprise Visibility & Mobility and Asset Intelligence & Tracking segments [2] - The Asset Intelligence & Tracking segment saw revenues rise by 17.9% year over year to $462 million, exceeding the consensus estimate of $434 million, with organic net sales increasing by 18.4% [2] - The Enterprise Visibility & Mobility segment reported revenues of $846 million, an 8.1% increase year over year, though slightly below the consensus estimate of $852 million, with organic net sales up by 8.6% [3] Margin and Cost Analysis - Cost of sales for the first quarter totaled $663 million, an increase of 8.3% year over year, while total operating expenses rose by 11.4% to $450 million [4] - Net income for the quarter was $136 million, compared to $115 million in the same period last year [4] Balance Sheet and Cash Flow - At the end of the first quarter, cash and cash equivalents stood at $879 million, down from $901 million at the end of December 2024, while long-term debt increased slightly to $2.1 billion [5] - The company generated net cash of $178 million from operating activities, up from $125 million in the previous year, with free cash flow amounting to $158 million compared to $111 million a year ago [6] Guidance - For the second quarter of 2025, ZBRA expects net sales to grow between 4-7% year over year, with an anticipated adjusted EBITDA margin of approximately 19% and adjusted earnings per share projected in the range of $3.00-$3.50 [7] - For the full year 2025, the adjusted earnings outlook has been revised to a range of $13.75-$14.75 per share, with net sales expected to increase by 3-7% year over year and free cash flow projected to be at least $700 million [8]