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Zebra Technologies Corporation (ZBRA) UBS Global Technology and AI Conference 2025 December 1, 2025 5:35 PM EST
Company Participants
Nathan Winters – Chief Financial Officer
Conference Call Participants
Zachary Walljasper – UBS Investment Bank, Research Division
Presentation
Zachary Walljasper
UBS Investment Bank, Research Division
Okay. Great. Thank you, everyone, coming to Arizona and coming to our Annual UBS Global Technology and AI Conference. My name is Zach Walljasper. I’m a part of the U.S. multi-industrial team here at UBS. I’m joined on the stage by Nathan Winters, CFO of Zebra Technologies. Only housekeeping item is I have the iPad up here, so people are allowed to put questions to the app. And then I’ll try and incorporate them best I can throughout the Q&A.
Question-and-Answer Session
Zachary Walljasper
UBS Investment Bank, Research Division
So without further ado, Nathan, let’s maybe get rolling. So on the last earnings call, the team talked about how demand in the second half of the year is kind of playing out as expected. Can you maybe just talk to us a little bit about what you’re seeing across the end markets? And then as we like look closer to 2026, what kind of end markets could have relative strength versus relative weakness?
Nathan Winters
Chief Financial Officer
So as we mentioned, the second half is playing out as we expected going all the way back to what we saw in the pipeline and the opportunities in July — the July-August time frame, modest shift somewhat between the quarters. But really, what we see is our customers who had projects in the pipeline are moving forward with those projects and executing towards that. I think what we were obviously anticipating and what we haven’t seen come through fruition is an acceleration of projects.
I think
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