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    Ben Bollin • Cleveland Research Company

    Ben Bollin's questions to Motorola Solutions Inc (MSI) leadership

    Ben Bollin's questions to Motorola Solutions Inc (MSI) leadership • Q2 2025

    Question

    Ben Bollin of Cleveland Research Company asked about the sales motion for Silvis, how it compares to Motorola's existing strategy, and plans for integration and acceleration. He also sought insights on the outlook for state and local budgets for fiscal 2026, following the end of the fiscal year for many states in June.

    Answer

    EVP & COO Jack Molloy described the Silvis sales motion as historically direct and US-focused, with plans to leverage Motorola's global footprint, channel partners, and government affairs arm to accelerate growth. Chairman & CEO Greg Brown confirmed that recent analysis shows state and local budgets for 2026 look 'very good' and remain strong, supporting confidence for the second half of 2025 and beyond.

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    Ben Bollin's questions to Garmin Ltd (GRMN) leadership

    Ben Bollin's questions to Garmin Ltd (GRMN) leadership • Q2 2025

    Question

    Ben Bollin inquired about the momentum and materiality of Garmin's subscription business and how investors should assess its progress. He also asked for commentary on working capital management, noting the year-over-year increases in receivables and inventory.

    Answer

    President and CEO Clifton Pemble noted that subscriptions are a growing part of the business across all segments but have not yet reached the 10% disclosure threshold. CFO and Treasurer Douglas Boessen explained that working capital is proceeding as planned; inventory was strategically increased to meet demand and mitigate tariff risks, while receivables growth is a function of higher sales.

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    Ben Bollin's questions to Nutanix Inc (NTNX) leadership

    Ben Bollin's questions to Nutanix Inc (NTNX) leadership • Q3 2025

    Question

    Ben Bollin from Cleveland Research Company asked how customer perspectives on traditional three-tier architecture versus HCI are evolving and inquired about renewal opportunities from customers who signed multi-year VMware deals before the Broadcom acquisition.

    Answer

    President and CEO Rajiv Ramaswami explained that while Nutanix believes HCI is superior, the company is now a platform that supports both its own storage and external three-tier storage to meet customers where they are. Regarding VMware renewals, he noted that customers are at different stages; some are actively migrating now, while others who previously renewed are now considering their next move, viewing the situation as a multi-year opportunity for Nutanix.

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