Sign in

    Rob Jamieson

    Vice President and Senior Equity Analyst at TD Cowen

    Rob Jamieson is a Vice President and Senior Equity Analyst at Vertical Research Partners, specializing in industrial technology and Smid Cap Industrials. He covers companies such as Teledyne Technologies and has been recognized as part of a highly ranked industrial technology research team, with a track record shaped by eight years at Cowen and Company and significant experience at UBS as a Director in Americas Research. Beginning his career in equity sales, trading, and execution with Knight Capital, Janney Capital Markets, and Convergex Group, Jamieson brings over two decades of industry expertise. He holds FINRA securities licenses and is known for his deep knowledge of industrial sector fundamentals and capital markets.

    Rob Jamieson's questions to ZEBRA TECHNOLOGIES (ZBRA) leadership

    Rob Jamieson's questions to ZEBRA TECHNOLOGIES (ZBRA) leadership • Q4 2024

    Question

    Rob Jamieson of TD Cowen sought to clarify if the company has seen actual project delays or just general customer hesitance, and when visibility might improve. He also asked for the potential revenue and profitability impact of the Photoneo acquisition.

    Answer

    CEO William Burns stated they have not seen specific project delays yet, but the lack of visibility stems from broad uncertainty around trade policy, which is causing customers to be cautious. CFO Nathan Winters noted the Photoneo acquisition is expected to add about 30 basis points of incremental revenue for the year, assuming it closes late in Q1.

    Ask Fintool Equity Research AI