Episode Details

Zebra Technologies just shattered expectations with a blockbuster earnings report, smashing both revenue and EPS forecasts as businesses race to automate warehouses and equip workers with smarter tech. Despite ongoing memory chip shortages that limit production, Zebra’s strategic price hikes kept margins strong, turning cost pressures into competitive advantage. The company even raised its full-year outlook and projects hitting $1 billion in free cash flow — proving it’s evolving from a hardware vendor into a key enabler of the automation and AI revolution. With stock soaring and demand surging, the big question is: can they keep pace?

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