Zebra vs Zylo

10-Q Financial Filing Analysis for Zebra (2026-08-04)

Zebra Technologies reported strong financial performance for the second quarter of 2026, with consolidated net sales increasing 20.4% year-over-year to $1.557 billion (9.2% organic growth), driven by broad-based global demand across both Connected Frontline (CF) and Asset Visibility & Automation (AVA) segments. Operating income surged 75.4% to $321 million, and net income reached $233 million ($4.85 diluted EPS), significantly aided by a $73 million pretax benefit recorded in cost of sales from expected IEEPA import tariff refunds following a favorable U.S. Supreme Court ruling. The company also substantially completed its 2025 Productivity Plan to realize $35 million in annualized run-rate savings, repurchased $268 million in common shares during the quarter ($568 million year-to-date), and plans to refinance its credit facility maturing in May 2027 during the second half of 2026.

• Q2 2026 net sales reached $1,557 million (up 20.4% YoY; 9.2% organic growth), and net income grew 108% to $233 million ($4.85 diluted EPS).
• Recognized a $73 million pretax cost-of-sales benefit ($46M in CF, $27M in AVA) for expected refunds of invalidated IEEPA import tariffs, with $14 million collected in cash in Q2 and another $27 million collected in July 2026.
• Active capital allocation with $568 million returned via share repurchases year-to-date and plans to refinance the Term Loan A and Revolving Credit Facility ($2.16B due in 2027) in H2 2026.

Edgify Raises $9M Series A+ for Edge AI Retail Platform

Edgify, an edge AI infrastructure company, has raised $9 million in Series A+ funding to expand its platform for physical retail and enter new industries. Rank Ventures and Mangrove Capital Partners backed the round, bringing total funding to $25 million. The company's platform connects and orchestrates AI models across edge devices such as self-checkouts, cameras, scales, and point-of-sale systems, enabling local data processing and learning without sending raw data to the cloud. Initially focused on grocery retail loss prevention in the US and Europe, Edgify uses computer vision to detect behaviors like scan avoidance and product switching. It is now expanding into convenience stores, quick-service restaurants, distribution centers, and apparel, with longer-term plans in transportation, logistics, manufacturing, and warehousing.

• Edgify raised $9 million in Series A+ funding.
• The round was backed by Rank Ventures and Mangrove Capital Partners.
• Edgify's total funding has reached $25 million.

Zebra Study with Oxford Economics Reveals Modernizing Frontline Workflows Unlocks Productivity, Profitability Gains

Zebra Study with Oxford Economics Reveals Modernizing Frontline Workflows Unlocks Productivity, Profitability Gains

AI-Native Software Spend Surges 334% as Pressure Mounts to Bring AI Costs Under Control

Zylo's news page now features a new press release dated September 23, 2026, reporting a 334% surge in AI-native software spend and the growing pressure to manage AI costs.

SaaS Offboarding Automation: What Zylo Actually Automates

New blog post published on September 28, 2026, detailing Zylo's SaaS offboarding automation capabilities.

CX Stacks Fail Despite Record Martech Spend, Data Shows

Organizations are spending record amounts on marketing technology, yet customer experience (CX) is deteriorating. Citing Zylo's 2026 SaaS Management Index, the article reveals that 36% of software licenses go unused, wasting an average of $19.8 million per year per organization. Business units control 81% of software spend while IT manages just 15%, creating a governance vacuum. Gartner's 2025 survey found only 49% of stack tools are actively used. Salesforce research shows 55% of customers feel they deal with separate departments, and 56% repeat information to different reps, making disconnected experiences the top customer frustration. The article advocates for feature-level audits, activation before acquisition, measuring the 'toggle tax' (employees switch apps ~1,200 times daily), building a single customer truth, appointing a single stack owner, tying renewals to outcomes, and reporting stack health to the board.

• Zylo's 2026 SaaS Management Index found 36% of software licenses unused, wasting $19.8 million per organization per year.
• Business units control 81% of software spend; IT manages only 15%.
• Gartner's 2025 Marketing Technology Survey found only 49% of stack tools are actively used, and 15% of organizations qualify as high performers.