Zebra Technologies Corporation · NASDAQ:ZBRA
Zebra Technologies — Investor Presentation (November 2009)
11 slides from Zebra Technologies's investor presentation, November 2009
Slide 1: Investor Presentation
Investor Presentation Zebra Technologies Corporation November2009 New York Zebra improves customers’ business performance through products and solutions that identify, track and manage assets, transactions and people. The right asset in the right place at the right time 2 1
Slide 2: Value to the Customer; Attractive Global Trends
Value to the Customer Increase throughput and velocity Measurable, Sustainable ROI Operate more Increase revenues efficiently Reduce operating expenses Avoid capital expenditures Increase safety, security and compliance 3 Attractive Global Trends • Globalization of the world economy • Increased focu
Slide 3: Industry Leadership; Diverse Revenue Base
Industry Leadership • Clear global industry and brand leadership • Broadest range of on-demand thermal printer and asset tracking offerings • Industry’s most comprehensive go-to-market channel network • Financial strength 5 Diverse Revenue Base Product Line Geography Business Unit 1% 10% 14% 38% 45%
Slide 4: Vertical Markets; Financial Benefits of Global Leadership
Vertical Markets Industrial Manufacturing Transport & Retail Logistics Aviation Government Healthcare Mobile Maritime Workforce Aerospace & Specialty Printing Defense Enterprise Solutions 7 Financial Benefits of Global Leadership • High profitability • Strong free cash flow generation – $112 million
Slide 5: Invest in New Products and Solutions; New Product Introductions
Invest in New Products and Solutions High Midrange Label design Performance Security performance printers software class card card printers printers printers Networking products Printer printers Mobile Desktop Printers management Value class card printers Card printer supplies software RFID printer/
Slide 6: New Product Introductions; Invest in Channels
New Product Introductions • Accelerated cross-selling of ZES solutions and sales into adjacent markets • Added significant capabilities to major ZES product lines – Marine container terminal systems implementations including multi-terminal visibility solutions – Introduced Material Flow inventory ma
Slide 7: Invest in International Expansion; Financial Highlights
Invest in International Expansion Russia Brazil India China 13 Financial Highlights 14 7
Slide 8: Sales History; Earnings Per Share
Sales History 1000.0 25.0% 800.0 20.0% Sales ($ in mils) 600.0 15.0% Growth 400.0 10.0% 200.0 5.0% 0.0 2002 2003 2004 2005 2006 2007 2008 0.0% ZES Sales 35.3 94.2 SPG Sales 475.6 536.4 663.1 702.3 759.5 833.0 882.5 Growth 5.7% 12.8% 23.6% 5.9% 8.2% 14.3% 12.5% SPG Sales ZES Sales Growth 15 Earnings
Slide 9: Managing Through the Downturn; Capital Allocation Discipline
Managing Through the Downturn • Managed downturn better than most – Early, aggressive cost reductions – Benefiting from business diversity across geographies, products, customers and industries • Factors affecting 2009 results – Sales decline – Product mix – Duplicate overhead during manufacturing a
Slide 10: Buy Back Shares; Recent Business Trends
Buy Back Shares Share Buybacks 7.0 180.0 • Taking advantage of financial strength to buy 160.0 6.0 back shares 140.0 • Board authorization to 5.0 120.0 purchase 5M shares in S h a r e s (m i ls ) 100.0 $ (m il s ) Oct. ’08 and an additional 4.0 80.0 3M in Feb. ‘09 3.0 60.0 • 13M shares purchased sin
Slide 11: Zebra is in a Great Business!
Zebra is in a Great Business! • Leading company in an attractive industry • High profitability and strong cash flow generation • Opportunities and strategy to accelerate sales growth and increase profitability • Financial strength and flexibility Zebra is well positioned to accelerate growth and inc
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