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Zebra Technologies Corporation

ZBRAsupplier

Zebra Technologies provides enterprise asset intelligence solutions including barcode scanners, mobile computers, and RFID technology used to track assets and manage workflows in warehouses, retail, and healthcare.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($4.6B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Asset Intelligence & Tracking (45%)
Enterprise Visibility & Mobility (55%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Enterprise Visibility & Mobility50%

Rugged mobile computers, tablets, and barcode scanners for warehouses and field workers

Asset Intelligence & Tracking35%

Barcode and RFID printers, labels, and location solutions

Software & Services15%

Workforce management, prescriptive analytics, and repair services

Makro- und Marktkontext

IT / 소프트웨어Sektornachrichten

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Nächste Katalysatoren

Salesforce·ServiceNow·CRM Q1 실적 (2026.05)Microsoft Build 컨퍼런스 (2026.05)CrowdStrike Fal.Con 2026 발표

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Unternehmensinformationen

Hauptsitz

Lincolnshire, Illinois, USA

Gegründet

1969

Mitarbeiter

9,800+

Website

zebra.com

SektorübersichtIT / 소프트웨어

Sektornachrichten

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Hauptthemen

  • AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • 사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

Nächste Katalysatoren

  • Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • Microsoft Build 컨퍼런스 (2026.05)