ZBRAZebra Technologies Corporation

“From a frontline AI suite, we've got on our mobile devices now specifically, we have enablers, blueprints and companions, all of which allow our customers to easily deploy AI on the front line of business, and we're at the very early stages of that. So we won a new opportunity in parcel proof of delivery with P&L provider. We're in multiple pilots with our customers around retail, transportation, logistics, other areas around the world.”

“launching an entirely new line of enterprise mobile computers and wearables with embedded RFID and optimized AI processing capabilities and a global logistics customer has selected our new frontline AI picture proof of delivery capability. This on-device AI solution is driving faster delivery times while improving the consumer experience.”

“we do see AI driving internal productivity within our business. The areas you really would expect software development, right, and a lot of work being done using AI tools across our development process within research and development. Our sales and marketing teams leveraging AI across what they're doing around the globe, working with customers and then Marketing Cloud and others. Supply chain forecasting, we're seeing that our customer service teams as well we're using AI tools broadly across the entire organization. So we've encouraged clearly our employees to leverage the AI tools we have available to them, and we're seeing broad-based adoption across AI.”

“we're really uniquely positioned to be the supplier of choice for AI for the front line. And what I mean by that is that at the highest levels, the asset visibility and automation portfolio we have, printing scanning, machine vision, optical character recognition, parcel dimensioning, all that information is required on the front line to create data around the physical world to feed AI model. So we give assets a digital voice within our customers' environments that feed AI models that ultimately tell our customers how to be more effective and more efficient.”

“Our growth prospects are supported by investments in RFID, machine vision and AI that enhance our differentiation and expand our relevance with customers. We are also driving efficiency initiatives in our business to enhance profitability, which include operating margin leverage through cost discipline, including our previously announced restructuring actions, accelerating software development velocity by deploying new AI tools and enhancing our go-to-market model to improve market coverage and efficiency.”

“our venture investments, again, we view as another lever ultimately to be able to stay close to new innovation. These are relatively small investments. From our perspective, it allows us to invest across the portfolio in interesting companies, technologies that we ultimately see as interesting to us longer term in this case, really around machine vision and physical AI in the most recent one.”

“They want to use our enablers on the device and leverage those to build their own AI agents. That's okay. If they want us to create that software for them, we've got an offering and generate revenue associated with that. And if they want us to build a full application for them, we'll do that as well. So we meet our customers wherever that in our journey”

“We are also driving efficiency initiatives in our business to enhance profitability, which include operating margin leverage through cost discipline, including our previously announced restructuring actions, accelerating software development velocity by deploying new AI tools”

“our relationship with Qualcomm or Google or the memory suppliers in this case most recently, but also the software vendors, large and small, everyone from the biggest players to the smallest are part of our ecosystem of partners that we leverage to work with our customers.”

“We continue to invest in software assets around AI and deep learning, which allows that simplification of deployment in our customers' environment.”

“Our solutions include enterprise mobile computing, interactive displays, frontline software and AI agents.”

“we do believe that ultimately, it drives efficiency and allows us to continue to increase our margins moving forward. So absolutely, we believe that AI will be a productivity tool inside Zebra, but we actually believe that the overall, the biggest opportunity is what we provide to our customers, but it's also important from a profitability perspective. So really both.”

“priorities like mobility, intelligent automation, asset visibility, cloud connectivity and physical AI are becoming increasingly central to how enterprises run their operations. We see these as durable long-term demand drivers that support Zebra's growth opportunity.”

“Our embedded role in daily operations generates the insights that power smarter solutions and AI at scale.”

“things like physical AI being a net positive for us versus a detractor.”

“beginning to integrate AI into their operations”