Earnings summaries and quarterly performance for Motorola Solutions.
Executive leadership at Motorola Solutions.
Gregory Q. Brown
Detailed
Chief Executive Officer
CEO
CY
Cynthia Yazdi
Detailed
Senior Vice President, Communications & Brand
JA
James A. Niewiara
Detailed
Senior Vice President, General Counsel
JJ
Jason J. Winkler
Detailed
Executive Vice President and Chief Financial Officer
JP
John P. Molloy
Detailed
Executive Vice President and Chief Operating Officer
KM
Kathryn Moore
Detailed
Senior Vice President, Human Resources
MS
Mahesh Saptharishi
Detailed
Executive Vice President and Chief Technology Officer
RS
Rajan S. Naik
Detailed
Senior Vice President, Strategy and Ventures
Board of directors at Motorola Solutions.
Research analysts who have asked questions during Motorola Solutions earnings calls.
JC
Joseph Cardoso
JPMorgan Chase & Co.
6 questions for MSI
Also covers: AXON, CALX, CIEN +9 more
Tomer Zilberman
Bank of America
6 questions for MSI
Also covers: CLBT, EXTR, FFIV +3 more
KH
Keith Housum
Northcoast Research
5 questions for MSI
Also covers: AXON, BRC, CDW +12 more
Meta Marshall
Morgan Stanley
5 questions for MSI
Also covers: ANET, AXON, BAND +31 more
LD
Louie DiPalma
William Blair
4 questions for MSI
Also covers: AIR, ASTS, AVAV +16 more
Adam Tindle
Raymond James
3 questions for MSI
Also covers: ALRM, ARLO, CDW +15 more
Alyssa Shreves
Barclays
3 questions for MSI
Also covers: AXON, CIEN, HLIT
Andrew Spinola
UBS
3 questions for MSI
Also covers: AXON, CIEN, KEYS +1 more
Benjamin Bollin
Cleveland Research Company
3 questions for MSI
Also covers: AAPL, ANET, CHKP +2 more
Tim Long
Barclays
3 questions for MSI
Also covers: ANET, AXON, CIEN +13 more
Amit Daryanani
Evercore
2 questions for MSI
Also covers: AAPL, AKAM, ANET +24 more
BB
Ben Bollin
Cleveland Research
2 questions for MSI
Also covers: CSCO, GRMN, NTNX +1 more
GN
George Notter
Jefferies
2 questions for MSI
Also covers: AAOI, ADTN, ANET +19 more
VS
Victor Santiago
Stifel, Nicolaus & Company, Incorporated
2 questions for MSI
Also covers: KOPN, PLUS
BS
Bryce Sandberg
William Blair & Company
1 question for MSI
Also covers: CW
IL
Irvin Liu
Evercore ISI
1 question for MSI
Also covers: DLR, HPQ, RXT
Jamie Reynolds
Morgan Stanley
1 question for MSI
Also covers: AXON, BAND, NICE +2 more
LD
Louis Dipalma
William Blair & Company
1 question for MSI
Also covers: AIR, BAH, CW +1 more
Matthew Niknam
Deutsche Bank
1 question for MSI
Also covers: AMT, ANET, CCI +9 more
RM
Rodney McFall
NorthCoast Research Partners, LLC
1 question for MSI
Also covers: IPGP, LASR, NLIT +1 more
Recent press releases and 8-K filings for MSI.
Motorola Solutions reports Q4 2025 results
MSI
Earnings
Guidance Update
Share Buyback
- Q4 sales of $3.38 B (+12% Y/Y) and non-GAAP EPS of $4.59 (+14% Y/Y) with a non-GAAP operating margin of 32.1% (up 170 bps).
- FY 2025 revenue of $11.68 B (+8%) and non-GAAP EPS of $15.38 (+11%), with record operating cash flow of $2.84 B and free cash flow of $2.57 B.
- Capital return included $490 M of share repurchases and $182 M of dividends in Q4; full-year buybacks totaled $1.2 B and dividends $728 M (dividend up 11%).
- 2026 guidance: Q1 revenue growth 6–7%, non-GAAP EPS $3.20–3.25; full-year revenue ~$12.7 B, non-GAAP EPS $16.70–16.85.
Feb 11, 2026, 10:00 PM
Motorola Solutions reports Q4 2025 results
MSI
Earnings
Guidance Update
M&A
- Q4 2025 revenue grew 12% YoY, GAAP operating margin was 27.9%, non-GAAP operating margin reached 32.1%, and Q4 non-GAAP EPS was $4.59 (+14%).
- FY 2025 revenue was $11.7 billion (+8%), non-GAAP EPS $15.38 (+11%), with record operating cash flow of $2.8 billion (+19%) and free cash flow of $2.6 billion (+21%).
- Ending backlog hit a record $15.7 billion, up $1 billion year-over-year.
- 2026 guidance calls for revenue of $12.7 billion, non-GAAP EPS of $16.70–$16.85, and operating cash flow of approximately $3 billion.
- Raised Silvus 2026 revenue target to $675 million (up $75 million) after strong defense and unmanned systems demand.
Feb 11, 2026, 10:00 PM
Motorola Solutions reports Q4 2025 earnings and 2026 outlook
MSI
Earnings
Guidance Update
Product Launch
- In Q4, revenue grew 12%, GAAP operating margin was 27.9%, non-GAAP operating margin reached 32.1%, GAAP EPS was $3.86, and non-GAAP EPS was $4.59.
- For FY 2025, revenue rose 8% to $11.7 billion, non-GAAP EPS was $15.38 (+11%), operating cash flow hit $2.8 billion (up 19%), and non-GAAP operating margin exceeded 30%.
- Full-year orders increased 26%, and ending backlog was a record $15.7 billion, up $1 billion year-over-year.
- 2026 guidance includes ~$12.7 billion in revenue, non-GAAP EPS of $16.70–$16.85, Q1 revenue growth of 6–7% with EPS of $3.20–$3.25, and ~$3 billion in operating cash flow; segment growth expected: software & services 10–11%, products & SI 7–8%.
- Launched first-ever Assist Suites (AI-powered dispatcher and officer software) at $99/user/month, shipped 15,000 SVX body-worn assistants, and achieved FedRAMP approval for APEX Next radios and digital evidence management.
Feb 11, 2026, 10:00 PM
Motorola Solutions reports Q4 2025 results
MSI
Earnings
Guidance Update
Product Launch
- Q4 revenue grew 12% with GAAP operating margin of 27.9% and non-GAAP margin of 32.1%; orders rose 26%, driving a record backlog of $15.7 billion.
- Full-year 2025 revenue was $11.7 billion (+8%); GAAP EPS $12.75 (+38%), non-GAAP EPS $15.38 (+11%); non-GAAP operating margin reached a record 30.3%, and operating cash flow was $2.8 billion (+19%).
- 2026 outlook calls for revenue of ~$12.7 billion, non-GAAP EPS of $16.70–16.85, and operating cash flow of ~$3 billion; Q1 guidance is revenue up 6–7% and non-GAAP EPS $3.20–3.25.
- Launched AI-powered Assist Suites for dispatchers and responders at $99/user/month; shipped over 15,000 SVX body-worn assistants and secured FedRAMP approvals for APEX Next radios and digital evidence management.
- Silvus integration is ahead of plan, driven by defense and unmanned systems demand; Silvus revenue for 2026 is forecast at $675 million, up $75 million from prior expectations.
Feb 11, 2026, 10:00 PM
Motorola Solutions reports Q4 2025 and full-year results
MSI
Earnings
Share Buyback
Guidance Update
- Motorola Solutions reported Q4 sales of $3.38 billion (+12% YoY) and record full-year revenue of $11.68 billion (+8%).
- Q4 GAAP EPS was $3.86 (+8%) and full-year GAAP EPS was $12.75 (+38%); Q4 non-GAAP EPS was $4.59 (+14%) and full-year non-GAAP EPS was $15.38 (+11%).
- Generated $1.3 billion in operating cash flow in Q4 and $2.8 billion for the full year (+19%); repurchased $490 million of shares and paid $182 million in dividends in Q4.
- Achieved a record ending backlog of $15.7 billion (up $1 billion YoY) driven by strong demand.
- Issued guidance for Q1 2026: 6–7% revenue growth and non-GAAP EPS of $3.20–3.25, and for full-year 2026: ~$12.7 billion revenue and non-GAAP EPS of $16.70–16.85.
Feb 11, 2026, 9:12 PM
Motorola Solutions reports Q4 and full-year 2025 results
MSI
Earnings
Guidance Update
Share Buyback
- Sales of $3.4 billion in Q4 (+12% yoy) and $11.7 billion for full year (+8%)
- GAAP EPS of $3.86 in Q4 (+8%) and $12.75 for full year (+38%); non-GAAP EPS of $4.59 in Q4 (+14%) and $15.38 for full year (+11%)
- Operating cash flow of $1.3 billion in Q4 and $2.8 billion for the year (+19%)
- Repurchased $490 million of shares and paid $182 million in dividends in Q4; ended the year with record backlog of $15.7 billion (+$1 billion yoy)
- 2026 guidance: Q1 revenue growth of 6–7% with non-GAAP EPS of $3.20–$3.25; full-year revenue ~$12.7 billion with non-GAAP EPS of $16.70–$16.85
Feb 11, 2026, 9:10 PM
Motorola Solutions obtains FedRAMP High authorization for SVX and CommandCentral DEMS
MSI
Product Launch
- FedRAMP High authorization awarded to Motorola Solutions’ SVX body-worn assistant and CommandCentral DEMS cloud evidence management system, meeting the U.S. federal government’s highest security and availability standards.
- SVX integrates with the APX NEXT radio to capture high-fidelity video and dual audio streams, serving as both a remote speaker microphone and body camera with real-time AI assistance.
- Certified systems securely store and search evidentiary video and audio in a FedRAMP High and CJIS-compliant cloud environment, enhancing transparency and operational efficiency for law enforcement.
- Both technologies can leverage Motorola Solutions’ Assist AI for policy queries, live translations, multi-source data cross-referencing, and automated redaction—reducing redaction time from 35 hours to one hour.
Feb 10, 2026, 2:00 PM
Motorola Solutions launches role-based AI Assist Suites for public safety
MSI
Product Launch
- Motorola Solutions launched Assist Suites, a portfolio of AI solutions that synthesize 911 audio, camera footage and radio transcripts into a unified intelligence thread to accelerate emergency response.
- The Dispatcher Assist Suite provides real-time call transcription, translation, keyword highlighting (e.g., “gun,” “heart attack”) and automates triage of non-emergency calls (≈65% of call volume) to streamline 911 operations.
- The Responder Assist Suite enables voice-activated situational queries, automatic evidence tagging, redaction, and its Narrative Assist tool cuts police report writing from one hour to 15 minutes and video redaction from 35 hours to one hour.
- Agencies can subscribe on a simplified per-user, per-month basis, addressing data overload and critical personnel shortages in public safety.
Jan 28, 2026, 2:00 PM
Motorola Solutions outlines growth drivers and Silvus acquisition
MSI
M&A
Guidance Update
Product Launch
- Motorola’s LMR business is expected to grow mid-single-digits with new D-Series infrastructure (~$2 billion) and APX NEXT device refresh; apps subscriptions to rise from 200,000 to 300,000 units by year-end.
- State and local segment (~$5 billion) remains stable with balanced budgets and ~20,000 annual contracts, underpinning guidance of double-digit product and services growth in Q4.
- Silvus acquisition adds a $500 million revenue stream at 45% EBITDA margin, targeting a $3 billion TAM set to double over 4–5 years through Motorola’s R&D and federal channels.
- Video business ($1.9 billion in 2024) is guiding 10–12% growth driven by a transition from on-prem Unity deployments to cloud-native offerings.
Dec 11, 2025, 9:20 PM
Motorola Solutions outlines growth drivers and strategic outlook at Barclays conference
MSI
M&A
Product Launch
Guidance Update
- CFO Jason Winkler highlighted the mid-single-digit growth profile of the core LMR business, driven by the newly introduced D-Series infrastructure (<$2 bn) and the APX NEXT device refresh, which has 200 k app subscribers at end-2025 and is forecast to reach 300 k by end-2026.
- State and local funding remains robust, with roughly 20 000 annual purchase orders, supporting double-digit product and services growth in Q2/Q3 and a reaffirmed Q4 2025 guidance of 11% total revenue growth (7–8% organic); 2026 is guided to 12.6% growth (~5% organic).
- The recently acquired Silvus business adds $500 m in revenue with 45% EBITDA margins, expanding Motorola into MANET radios for defense and counter-drone applications; the combined MANET TAM is sized at $3 bn, expected to double over the next 4–5 years.
- Video and command-center segments are transitioning to higher-margin software and cloud offerings, with the total video business projected to exceed $2 bn in 2025 (+10–12%), and software/services growing faster than hardware.
- Capital allocation will remain balanced between M&A, share repurchases (over $400 m bought back in Q4 2025; >$1 bn for fiscal 2025), and dividends, supported by a strong balance sheet and a $15 bn+ backlog.
Dec 11, 2025, 9:20 PM
Quarterly earnings call transcripts for Motorola Solutions.
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