Zebra Technologies Corporation (ZBRA) Deutsche Bank Global Industrials and Basic Materials Conference June 14, 2012, 11:00 a.m. ET Executives Mike Smiley - CFO Doug Fox - VP, IR Analyst Eric Moskal - Deutsche Bank Presentation Eric Moskal - Deutsche Bank
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What we do, as Eric said we are the global leader in design and sale of industrial printing, labels, receipts and tickets. We also have solutions that work with radio frequency identification, so for example the printers will do they call printing and encoding. So, if you have an RFID label with you will also will print on the outside and encode that RFID on the inside. So, we are in the radio frequency identification business. Location, solutions we have real-time locating solutions that help you know what’s in something but where something is and eventually hopefully how something is. And we also do supplies, accessories after-market parts and services. So, that’s mainly the business the products that we offer at this point.We look at sort of what it is we provide; number one is, we do have a measurable and sustainable ROI. Think over the last couple of years, our business has benefited as companies have tried to invest in technologies and solutions versus headcount. And our solutions and things that we plan to are definitely optimization things that help companies manage the resources and limit the amount of headcount that they need. And so people are putting more money into technologies and in headcount. With ROIs typically runs six months to a year, we tend to be involved in a lot of end products and solutions. So, when you look at what you are having as customers they are trying to increase the velocity of the throughput, how much stuff they can put through their system. Also trying to operate more efficiently, so they end up with less resources doing what they need to do also increasing safety, security and compliance. So, for example if you are trying to track something back, there has been some type of defect having those barcodes and identification things are very important.
So anyway, these things all help increase revenues, reduce operating expenses and avoid capital expenditures. So, typically we find that our solutions play in areas that our end customers find very attractive.When you think about the trends that are driving our products and solutions, is first of all, supply chain is continuing to be very complex, is companies have to be very competitive offering cost competitive solutions. These supply chain extent further and further. So, having the ability to identify and track those assets is really important. There are also, everybody is looking to enhance the productivity and minimize our investment. And obviously industrialization of emerging markets continuous to be an important part of what we do. So, for example, we will talk little bit more, we have been drawing internationally. One of the reasons that’s important is because the adoption of these technologies is not as great, and some of us say the BRIC countries and so that provides a great opportunity for us to expand our business in these emerging markets. We also have the growth of complimentary markets. So, for example internet connectivity is important. We have wireless solutions and we also have solutions that can work through the cloud. And that continues to be an attractive business and solution for us. So, again along with connected devices, big data, cloud computing all of these things continue to drive the need for our products. Foundational strength, we are the global brand leaders, so if you are in the industries that we are in, you will know about Zebra. I recall our TIO has worked for another company, he is walking through one of these plants, saw one of our printers fall over and they put it back up and it kept on running, and he goes, my goodness, we need these kind of printers. So, the awareness of our quality and our brand is well known. We also have the broadest product line. Now that’s important because typically when you go out and buy an HP printer and you pop it in your PC, right, it's plug and play, just works. Read the rest of this transcript for free on seekingalpha.com