Zebra Technologies Corp (NAS:ZBRA)
$ 256.94 -5.67 (-2.16%) Market Cap: 12.24 Bil Enterprise Value: 14.97 Bil PE Ratio: 31.07 PB Ratio: 3.58 GF Score: 80/100

Zebra Technologies Corp at UBS Global Technology and AI Conference Transcript

Dec 01, 2025 / 10:35PM GMT
Release Date Price: $251.29 (-0.58%)
Zachary Walljasper
UBS AG - Analyst

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 US 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.

Questions & Answers

Zachary Walljasper;Nathan Winters
UBS AG - Analyst;Zebra Technologies Corp - Chief Financial

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?

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