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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.6B)

Static data (loading live financials…)

Asset Intelligence & Tracking (45%)

Enterprise Visibility & Mobility (55%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Customers

Amazon.com (AWS)

Warehouse barcode scanners and devices

Impact: High — major logistics customer

Walmart Inc.

Retail RFID and scanning solutions

Impact: High — major retail customer

Partners

Microsoft Corporation

Azure IoT integration

Impact: Medium — cloud platform partner

Macro & Market Context

IT / 소프트웨어Sector News

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

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

Lincolnshire, Illinois, USA

Founded

1969

Employees

9,800+

Website

zebra.com

Sector Overview — IT / 소프트웨어

Sector News