Zebra Technologies Corporation · NASDAQ:ZBRA
Zebra Technologies — Investor Presentation (June 2015)
13 slides from Zebra Technologies's investor presentation, June 2015
Slide 1: Investor Presentation June 2015
Investor Presentation June 2015
Slide 2: Enabling Enterprise Asset Intelligence
Enabling Enterprise Asset Intelligence Leading hardware, software and services Real-time operational visibility into people and things Actionable insights to drive better decisions Quicker actions and more effective collaboration anytime, anywhere
Slide 3: Investment Highlights
Investment Highlights 1 40 years of technology expertise and innovation 2 Mobility, Internet of Things & Cloud 3 Clear leader focused solely on Enterprise Asset Intelligence 4 Global provider serving key industries and end customers 5 Positioned for long-term growth and value creation
Slide 4: Zebra's Evolution
Zebra’s Evolution Engineering company Innovator of solutions focused on hardware for the smart enterprise Revenue ($M) 3,500 Mobile Enterprise Computing, Data Capture, RFID Connectivity, Software, and Wireless LAN Device Management, Active RIFD Motion Management Kiosk MotionWorks™ High-performance a
Slide 5: Broadest and Deepest Portfolio
Broadest and Deepest Portfolio Location & Motion Sensing Mobile Cloud-based Computing Device Mgt Enterprise Asset Data Capture Intelligence Wireless LAN Barcode RFID Printing Card Printing Software & Services
Slide 6: Business Climate Ripe for Opportunity
Business Climate Ripe for Opportunity Emerging Markets • Industrialization • Growing Middle Class Global Competition • Increased Productivity • Focus on Efficiency • Higher asset utilization • Enhance the consumer experience Higher Expectations for Business Intelligence • Mobile/Cloud Accessibility
Slide 7: Diversified by Industry and Region
Diversified by Industry and Region Sales by Industry Sales by Region 22% 35% 44% 35% 21% 22% 8% 13% Retail Manufacturing North America Asia Pacific T&L Other EMEA Latin America
Slide 8: Positioned for Growth
Positioned for Growth 1. Computing Everywhere 2. Risk-Based Security/Self-Protection Zebra Opportunity Mobile • Expand beyond current focus / leadership in barcode and RFID 3. Cloud/Client Computing • Build upon emerging leadership (e.g., Zatar, 4. Software Defined Apps/Infrastructure RhoMobile, Lin
Slide 9: Strategy for Value Creation
Strategy for Value Creation Transformation Execution Growth
Slide 10: 2015 Priorities
2015 Priorities 1 Capitalize on new revenue opportunities 2 Achieve expected synergies 3 Execute on integration activities 4 Identify key areas for further growth 5 De-lever the balance sheet
Slide 11: 2014 Financial Highlights
2014 Financial Highlights • Record $1.7 billion in sales – 15% growth in pre-transaction Zebra – Strong growth North America, Europe and Asia – Record shipments in nearly all product lines – $482 million contribution from two months of the Enterprise business – $3.5 billion in annual sales from the
Slide 12: 1Q15 Financial Highlights
1Q15 Financial Highlights • Non-GAAP sales of $899 million increased 11% constant currency – Sales from legacy Zebra increased 19% in constant currency – Enterprise sales up 6% in constant currency • Non-GAAP EPS of $1.39, which was above expectations • Paid down $80 million in debt YTD • Ended 1Q15
Slide 13: Long-Term Financial Outlook
Long-Term Financial Outlook Long-term model • 4-5% sales growth over a business cycle • 18-20% EBITDA margin Opportunities for revenue synergies • A platform to expand services, tighter product integration • More strategic partner to customers • Better geographic coverage, strength across targeted i
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