Zebra Technologies Corp at Wolfe Research Global Transportation & Industrials Conference Transcript
Up next, we have Zebra Technologies. Thanks for joining us.
Questions & Answers
So, Nathan, maybe just start on kind of State of the Union in terms of demand. Where do you see demand tracking? You guided to 5% organic growth at the midpoint for 2026.
Yes, with the strong starts of the year, the visibility we had here in the second quarter, we raised our guide a point to, as you said, 5% at the midpoint. We can talk more about it. I think we feel great about the start to the year. We have line of sight to the memory we need, I know we'll talk about that in a little bit, to achieve the midpoint of our guidance and really look at the high end of our guidance ratings around where we see unconstrained demand in the market. And so really is now just working through some of the memory capacity to get there through the balance of the year.
But again the broad-based strength and particularly the
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