Zebra Technologies Corp Ordinary Shares - Class A

ZBRA: XNAS (USA)
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Zebra Offers a Comprehensive Solution Set for Digital Transformation in Logistics

Business Strategy and Outlook

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 and adjacent technologies, developing platforms internally and through acquisitions to augment and complement its existing portfolio.

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