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    Rodney McFall • Northcoast Research

    Rodney McFall's questions to Verra Mobility Corp (VRRM) leadership

    Rodney McFall's questions to Verra Mobility Corp (VRRM) leadership • Q1 2025

    Question

    Rodney McFall, on behalf of Keith Housum at Northcoast Research, inquired about the initial steps being taken to improve the T2 Systems business following its management change and asked for color on the company's relative exposure to international versus domestic travel demand.

    Answer

    CEO David Roberts explained that the T2 management team has reinvigorated commercial leadership and execution by implementing the Verra Mobility operating system with disciplined metrics and KPIs, which contributed to modest growth. Regarding travel, both Roberts and CFO Craig Conti clarified that while they monitor gross TSA numbers, their focus is primarily on domestic travel within key tolling states. They noted that inbound international travel is more relevant to their business than the outbound travel often discussed by airlines.

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    Rodney McFall's questions to Motorola Solutions Inc (MSI) leadership

    Rodney McFall's questions to Motorola Solutions Inc (MSI) leadership • Q3 2024

    Question

    Rodney McFall of Northcoast Research asked about the strategic rationale for the 3TC acquisition and inquired about the command center business's penetration and growth barriers.

    Answer

    Mahesh Saptharishi, EVP and CTO, explained that the 3TC acquisition brings a CAD solution in-house that Motorola was already integrating and selling, which will improve margins and provide a platform for future growth. He added that Motorola is now #1 in both CAD and Records in North America, with over 60% of customers having at least one cloud-attached component. Jason Winkler, EVP and CFO, noted that the command center business is growing at 9-10%, indicating the company is taking market share.

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