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    Karan Juvekar • Morgan Stanley

    Karan Juvekar's questions to Zebra Technologies Corp (ZBRA) leadership

    Karan Juvekar's questions to Zebra Technologies Corp (ZBRA) leadership • Q1 2025

    Question

    Karan Juvekar, on for Meta Marshall, asked how Zebra is thinking about gaining market share amid current uncertainties and requested an update on the machine vision business and its diversification efforts.

    Answer

    CEO William Burns stated that Zebra continues to take share through its deep vertical expertise and broad portfolio, with new technologies like AI creating further differentiation. He acknowledged that the machine vision business declined in the quarter due to manufacturing weakness but noted that diversification efforts are progressing with a growing pipeline in retail and T&L.

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    Karan Juvekar's questions to Lumentum Holdings Inc (LITE) leadership

    Karan Juvekar's questions to Lumentum Holdings Inc (LITE) leadership • Q1 2025

    Question

    Karan Juvekar, on behalf of Meta Marshall at Morgan Stanley, asked for an update on the vertical integration timeline with Cloud Light and the expected performance of the traditional telecom business.

    Answer

    President and CEO Alan Lowe stated there is no real change to the vertical integration timeline, with margin benefits expected in late calendar 2025 and into 2026. On the telecom side, Lowe highlighted dramatic strength in ZR products for data center interconnect, while noting that traditional carrier spending remains muted, though inventory levels at customers are showing signs of improvement.

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