Source: 2019 Investor Presentation: Baird Investment Conference moved Zebra further into healthcare and broadened its capabilities. Zebra also acquired Profitect, a provider of analytics for the retail and consumer packaged goods industries, which adds to Zebra's Intelligent Edge Solutions and its EAI offerings. It acquired Cortexica Vision Systems, a developer of B2B computer vision-based AI tools brings computer vision-based sensing to its customers operating in automated, data-powered environments. Zebra ramped up its acquisitions in 2019. Zebra’s revenue accelerated in 2015 through its acquisition of Motorola Solutions' enterprise business, which added about $2 billion in sales. Zebra is working to drive growth through organic and inorganic expansion, focusing on segments where their products and solutions, workflow expertise, customer and industry relationships enable them to provide significant value to end-users. They believe that secular technology trends, particularly in IoT, cloud computing, intelligent automation, and mobility, advanced their vision and are transforming their customers' businesses. Zebra’s EAI vision is for every asset and worker to be connected, visible, and optimally utilized. Its products give customers a unified digital view of their companies, which Zebra has termed Enterprise Asset Intelligence or EAI. Zebra is focused on combining mobility, cloud computing, the Internet of Things, and smart devices as an information generation-and-collection engine. The company provides products and services in approximately 180 countries, with about 125 facilities worldwide. Products are assembled by third-parties, including electronics manufacturing services companies and joint design manufacturers, primarily in China, Mexico, and Brazil. Customers employ the products to locate, track, manage, and improve utilization of assets, equipment, and people. The Asset Intelligence & Tracking segment is about a third of revenue and offers barcode and card printers, location-based products and services, supplies, and services. Common applications include asset identification and tracking and workflow management. Zebra’s Enterprise Visibility & Mobility segment accounts for almost two-thirds of the company's revenue, it makes mobile computing data capture and radio frequency identification devices (RFID) and provides services for installing and using those products. Zebra's customers are in the retail, transportation and logistics, manufacturing, healthcare, and hospitality industries. The company also makes and sells devices that print and read barcodes, ATM cards, drivers' licenses, labels, tickets, and receipts. Their solutions bring that information together for analysis to help customers better deploy their assets. Zebra provides Enterprise Asset Intelligence solutions in the Automation Identification and Data Capture industry. Zebra designs and manufactures enterprise mobile computers, advanced data capture devices, such as laser, 2D and RFID scanners and readers, and specialty printers for barcode labeling and identification. In 1986, the company introduced the first thermal printer for on-demand barcode labeling, and became known as Zebra Technologies, and subsequently listed in 1991. Zebra Technologies was founded in 1969 as Data Specialties by Ed Kaplan and Gary Cless. Walmart ( WMT) is adding over 20,000 seasonal associates in ecommerce locations and Sam's Club intends to introduce from-store shipping for online orders across at least 25% of its stores over the next 2 months. Multiple key industry players including DHL, XPO Logistics ( XPO), FedEx ( FDX), UPS ( UPS) and Amazon ( AMZN), have significantly increased staffing ahead of the end of year selling season. According to the Bureau of Labor Statistics, employment in the warehouse and storage sector in September 2020 totalled a record 1.25 million workers. The Pandemic has accelerated trends favouring automation, efficiency and ecommerce, all playing into Zebra's strengths. We believe Zebra is in a prime position to help physical retailers transition towards omni-channel and frictionless-checkout in addition to benefiting from warehouse automation, ecommerce and logistics market growth. The business has multiple growth drivers in RFID and barcode scanners and printers, all complemented by software which we see becoming an increasingly important component of the business. It is the largest supplier of barcode scanners and printers globally with the greatest scale and broadest set of capabilities versus peers, affording it multiple competitive advantages including scale advantages, customer relationships, product stickiness and demand aggregation. Zebra’s ( NASDAQ: ZBRA) tools help its customers extract and analyze information from their physical assets and translate it into digital data for making better decisions.
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