Zebra Technologies Corporation (ZBRA) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.13K Followers Follow Zebra Technologies Corporation ( ZBRA ) Citi's 2026 Global TMT Conference September 9, 2026 8:10 AM EDT Company Participants Nathan Winters - Chief Financial Officer Conference Call Participants Piyush Avasthy - Citigroup Inc., Research Division Presentation Piyush Avasthy Citigroup Inc., Research Division [Audio Gap] TMT Conference. We appreciate everyone joining us. We are starting bright and early with Zebra Technologies. We have got Nathan Winters, who is the CFO. Welcome, Nathan. Nathan Winters Chief Financial Officer Thanks. Great to be here. Question-and-Answer Session Piyush Avasthy Citigroup Inc., Research Division So this is a tech conference. So let's start with the role Zebra plays in the technology ecosystem. There is a growing focus on physical AI and the next wave of automation investment. From your perspective, how do you view the investment cycle? And what does physical AI mean for Zebra specifically? Where do you see the company creating the most value as customers deploy more intelligent robots, automation systems, and connected assets across their operations? Nathan Winters Chief Financial Officer Just to start, we look at physical AI and intelligent automation as a strong multiyear tailwind for the company because in any one of those environments, what they ultimately require is accurate, real-time information to help guide those systems and provide the intelligence they need. And that's exactly what our portfolio of solutions performs today. If you look at asset visibility at its core, it's giving an asset a digital voice so you can track it across the supply chain, whether that's with our -- whether that's a barcode, an RFID tag, or with a machine vision camera. And then we have the tools to help automate those workflows along the way. Again, whether that's enhancing how you scan a package, whether with RFID or doing visual inspection. And now in things with machine vision, where we