Earnings summaries and quarterly performance for Motorola Solutions.
Executive leadership at Motorola Solutions.
Gregory Q. Brown
Detailed
Chief Executive Officer
CEO
Cynthia Yazdi
Detailed
Senior Vice President, Communications & Brand
James A. Niewiara
Detailed
Senior Vice President, General Counsel
Jason J. Winkler
Detailed
Executive Vice President and Chief Financial Officer
John P. Molloy
Detailed
Executive Vice President and Chief Operating Officer
Kathryn Moore
Detailed
Senior Vice President, Human Resources
Mahesh Saptharishi
Detailed
Executive Vice President and Chief Technology Officer
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.
Joseph Cardoso
JPMorgan Chase & Co.
4 questions for MSI
Also covers: AXON, CALX, CIEN +9 more
Tomer Zilberman
Bank of America
4 questions for MSI
Also covers: CLBT, FFIV, FTNT +2 more
Alyssa Shreves
Barclays
3 questions for MSI
Also covers: AXON, CIEN, HLIT
Benjamin Bollin
Cleveland Research Company
3 questions for MSI
Also covers: AAPL, ANET, CHKP +2 more
Keith Housum
Northcoast Research
3 questions for MSI
Also covers: AXON, BRC, CDW +10 more
Louie DiPalma
William Blair
3 questions for MSI
Also covers: AIR, ASTS, AVAV +16 more
Meta Marshall
Morgan Stanley
3 questions for MSI
Also covers: ANET, AXON, BAND +30 more
Amit Daryanani
Evercore
2 questions for MSI
Also covers: AAPL, AKAM, ANET +22 more
Adam Tindle
Raymond James
1 question for MSI
Also covers: ALRM, ARLO, CDW +14 more
Andrew Spinola
UBS
1 question for MSI
Also covers: AXON, CIEN, KEYS +1 more
Bryce Sandberg
William Blair & Company
1 question for MSI
Also covers: CW
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, PD
Matthew Niknam
Deutsche Bank
1 question for MSI
Also covers: AMT, ANET, CCI +9 more
Rodney McFall
NorthCoast Research Partners, LLC
1 question for MSI
Also covers: LASR, NLIT, VRRM
Tim Long
Barclays
1 question for MSI
Also covers: ANET, CIEN, CLS +10 more
Recent press releases and 8-K filings for MSI.
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
Motorola Solutions introduces Android live video integration for 911
MSI
Product Launch
- Motorola Solutions’ 911 command center software, used by approximately 60% of North American PSAPs, now integrates Google’s Android Emergency Live Video to enable live video sharing with 911 call handlers in seconds.
- The “one-click” integration replaces a complex, multi-step process with a single confirmation prompt, reducing barriers and saving critical time during emergencies.
- Live video streams feed directly into Motorola Solutions’ VESTA 911 and VESTA NXT platforms, allowing dispatchers to brief and route police, fire or EMS units more effectively.
- Built-in privacy and security features—default video blurring, end-to-end encryption, and user control over sharing—ensure sensitive content is protected.
Dec 10, 2025, 5:00 PM
Motorola Solutions’ Silvus unit gets DoD certification for enhanced MANET radio
MSI
Product Launch
- Silvus Technologies, a Motorola Solutions company, announced that the U.S. Department of Defense’s Defense Innovation Unit has certified its StreamCaster 4400 Enhanced (SC4400E) MANET radio for secure U.S. military UAS operations.
- The SC4400E is now part of the DIU’s Blue UAS Framework, enabling its deployment in Department of Defense drone systems.
- This certification underscores Motorola Solutions’ role in advancing secure wireless solutions for military applications.
Dec 9, 2025, 5:52 PM
Motorola Solutions’ Silvus StreamCaster 4400E Certified for U.S. Military Drone Use
MSI
Product Launch
- StreamCaster 4400 Enhanced (SC4400E) added to the DoD’s Blue UAS Framework, granting certification for secure U.S. military drone operations.
- SC4400E receives AUVSI Green UAS Cleared Components listing, validating compliance with rigorous cybersecurity and supply chain standards.
- Powered by Silvus’ proprietary MN-MIMO waveform, the radio creates a scalable mesh network to stream high-bandwidth video, voice and sensor data over extreme ranges.
- Incorporates Spectrum Dominance 2.0 features—LPI/LPD, Anti-Jamming and Advanced Threat Protection—for resilient communications in contested environments.
Dec 9, 2025, 3:00 PM
Motorola Solutions outlines growth drivers and Silvus acquisition at UBS 2025 Tech Conference
MSI
Guidance Update
M&A
- The Land Mobile Radio (LMR) business is experiencing double-digit product orders growth, with a record backlog of $14.6 billion and guidance for 8% year-over-year revenue growth to $12.6 billion in 2026.
- APX NEXT device platform has surpassed 200,000 subscribers and is expected to reach 300,000 next year, with customers paying $300 annually for software applications that drive services revenue.
- The infrastructure segment (primarily P25 networks) represents a $2 billion business, entering a multi-year upgrade cycle for decade-old customer-owned networks and supporting mid-single-digit LMR product growth.
- Video and Command Center solutions are each growing 10–12% this year (fixed and mobile video TAM of $37 billion, tracking to $2 billion in sales), while the Silvus acquisition ($500 million CY 2025) adds a defense-focused MANET portfolio targeting 20%+ growth in 2026.
Dec 1, 2025, 11:55 PM
Motorola Solutions presents growth outlook and Silvus acquisition
MSI
Guidance Update
M&A
Revenue Acceleration/Inflection
- Motorola expects 11% Q4 orders growth (~7–8% organic) and has set FY2026 revenue guidance of $12.6 billion (+8% yoy, ~5% organic)
- Record total backlog of $14.6 billion in Q3, targeting ~$15 billion by year-end, with product backlog in the high-$3 billion range
- Apex Next device platform now at 200,000 subscribers, projected to reach 300,000 next year with full tiered pricing rollout by mid-2026
- Acquired Silvus (calendar 2025 rev. ~$500 million) to enter defense MANET market with a $3 billion TAM expected to double in 4–5 years, and >20% growth forecast for next year
- Video and Command Center segments together track double-digit growth; video TAM is $37 billion with 10–12% growth, while Command Center is growing 12% as customers migrate to cloud models
Dec 1, 2025, 11:55 PM
Motorola Solutions outlines growth drivers and 2026 guidance at UBS Technology Conference
MSI
Guidance Update
M&A
Share Buyback
- Record backlog of $14.6 billion, with product backlog trending to high-$3 billion and 2026 revenue guidance of $12.6 billion (~8% growth, ~5% organic) supported by double-digit LMR orders growth.
- Apex Next subscriber base to grow from 200,000 in 2025 to 300,000 in 2026, with the platform fully featured across all price tiers by mid-year.
- Acquisition of Silvus expands “mission-critical networks” into defense and unmanned systems, adding a $500 million revenue run rate and targeting >20% growth next year within a $3 billion TAM slated to double in four to five years.
- Video and Command Center segments driving high-quality growth: 10–12% video revenue growth (TAM ~$37 billion) and 12% Command Center growth, led by cloud transition and integrated end-to-end solutions.
- Continued capital return with $400 million repurchased in Q4 and over $1 billion bought back year-to-date, underscoring confidence in fundamental outlook.
Dec 1, 2025, 11:55 PM
Motorola Solutions presents at UBS 2025 Technology Conference
MSI
Guidance Update
M&A
- LMR business sees Q4 orders growth guidance of 11% (approx. 7–8% organic) and fiscal 2026 company growth guidance of 12.6%; record backlog of $14.6 B, with a path to $15 B by year-end.
- APEX NEXT device has 200,000+ subscribers, expected to reach 300,000 next year; includes LMR and LTE with application revenues of $300/year per user.
- Launched third-generation P25 D Series infrastructure; the infrastructure segment represents a $2 B business, entering an upgrade cycle across thousands of customer-owned networks.
- Video business (TAM $37 B) is tracking to over $2 B revenue at 10–12% growth (70% fixed/30% mobile); Command Center (9-1-1) is growing 12% amid a shift to hosted subscription models.
- Acquired Silvus (Manet Networks) adding a $500 M calendar-year defense communications business with 20%+ growth expected next year; expands mission-critical networks TAM to $3 B, projected to double in 4–5 years.
Dec 1, 2025, 11:55 PM
Motorola Solutions reports Q3 2025 results
MSI
Earnings
Guidance Update
M&A
- Motorola Solutions delivered 8% revenue growth in Q3 2025, with software & services up 11% and products & SI up 6%, and expanded non-GAAP operating margin by 80 bps to 30.5%.
- Generated record Q3 operating cash flow of $799 million and free cash flow of $733 million, deploying $182 million in dividends and $121 million in share buybacks.
- Achieved record Q3 orders and backlog, ending with $14.6 billion, up $467 million YoY, including $11 billion in safety & security backlog.
- Closed the $4.4 billion Silvus Technologies acquisition, adding $123 million of revenue and $200 million of backlog; now expects Silvus to deliver $500 million of 2025 revenue with 20% growth in 2026.
- Following the outperformance, the company raised full-year EPS guidance, anticipating continued revenue and earnings growth into 2026.
Oct 30, 2025, 9:00 PM
Quarterly earnings call transcripts for Motorola Solutions.
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