Trimble Inc. recently published a transcript of a fireside chat featuring CFO Phil Sawarynski at the Baird 2025 Global Consumer, Technology & Services Conference, which took place on June 4, 2025. The event was moderated by Rob Mason, Senior Analyst at Robert W. Baird & Co. During the discussion, Sawarynski provided insights into Trimble's business environment, highlighting that the first quarter exceeded expectations on several metrics. Despite this, the company decided to maintain its guidance as a measure of prudence. Sawarynski emphasized Trimble's competitive advantage in linking the physical and digital with its unique product portfolio, stating, "You're moving it back to the office to actually create your design, create your work in construction. And then you take that information, you put it back in the field because you actually have to build a physical offering." Looking ahead, Trimble aims to achieve $3 billion in ARR, $4 billion in revenue, and 30% EBITDA margins by the end of 2027. The full transcript can be accessed through the link below.
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