Zebra Holds a Moaty, Wide Portfolio for Logistics Digital Transformation

We see Zebra Technologies as a crucial partner for supply chain, logistics, and operational efficiency for customers across industry verticals. Zebra has acquired and maintained a dominant share position in the automatic identification and data capture, or AIDC, market (inclusive of printing, scanning, and mobile computing) by pivoting into higher-growth technologies over its life. We agree with the firm’s ongoing pivot into software, developing platforms internally and through acquisitions to augment and complement its existing portfolio.