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Motorola Solutions (MSI) investor relations material

Motorola Solutions Barclays 23rd Annual Global Technology Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025

LMR and mission-critical networks outlook

  • LMR business maintains mid-single-digit growth, led by leadership in P25, Tetra, and DMR standards.

  • Infrastructure upgrades, especially the D-Series, are driving new opportunities, with major contracts in Colorado, Tennessee, and St. Louis.

  • Devices and infrastructure each represent significant revenue, with APX NEXT radios and their applications platform seeing strong adoption and projected growth from 200,000 to 300,000 subscribers next year.

  • Service and software revenues are growing faster than hardware, with increasing customer reliance on managed services and cybersecurity.

  • Customer funding is diverse and resilient, with state and local budgets supporting continued investment in public safety technology.

Silvus acquisition and defense market expansion

  • Silvus, a leader in MANET technology, is expected to deliver 20% growth next year and has reached $500 million in annual revenue with 45% EBITDA margins.

  • Integration with broader sales and R&D resources aims to accelerate Silvus’s software and services growth.

  • Silvus expands reach into defense, drones, and counter-drone markets, with strong demand in the US and Europe, especially among NATO countries.

  • The total addressable market for Silvus is estimated at $3 billion, expected to double in 4–5 years.

Video and command center software growth

  • Video business is projected to surpass $2 billion this year, with software and services outpacing hardware growth.

  • Transition to cloud-based video analytics is underway, with leadership in both on-prem and cloud solutions.

  • SVX device, integrating audio, AI, and video, is gaining traction and expected to drive further adoption of body-worn cameras and backend video solutions.

  • Command center software is growing at 12%, with over 60% penetration in US PSAPs and a focus on integrated, cloud-enabled platforms.

  • Apps and incident response solutions like Rave are expanding the command center portfolio and market share.

Silvus market expansion strategy
D-Series impact on LMR services growth
APX NEXT: Monetization beyond core apps?
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Frequently asked questions

Reliable Communication Channels

Motorola Solutions is an American company with multinational operations that focuses on communications and analytics solutions, primarily serving public safety and commercial sectors. The company designs and delivers critical communication infrastructure, devices, software, and services, designed to help public safety officials, government agencies, and businesses communicate effectively and securely, especially in critical situations. The company is headquartered in Chicago, Illinois, and its shares are traded on the NYSE.

History and Spin-off

Motorola’s history as a company dates back to 1928 when it was founded as the Galvin Manufacturing Corporation. The company’s big breakthrough came when it started producing car radios just a few years after its founding, leading to the name being changed to Motorola, a blend of "motor" and "ola" (a then-popular suffix for electronics). Over the years, Motorola Solutions evolved, playing a significant role in developing early two-way radios and later expanding into telecommunications and radio communications solutions, particularly for public safety and commercial sectors. In 2011, Motorola Inc. split into two independent companies: Motorola Solutions, which focuses on communication infrastructure, equipment, and services, and Motorola Mobility which operates in consumer mobile devices.

Companies offering similar products and services as Motorola Solutions include names such as Nokia, Ericsson, and Cisco.

Radios, Cameras, and More

Motorola Solutions specializes in a broad range of products and services geared primarily towards communication and public safety. Their product lineup includes two-way radios, body-worn cameras, and advanced data capture devices. The products are designed to be used in emergency situations where having reliable communication channels can be the difference between life and death. In terms of services, the company offers a suite of software and solutions that focus on command center software, video security, and managed & support services. This includes sophisticated data analytics, network infrastructure, and cybersecurity services.

Supplying First Responders and the Military

Motorola Solutions' products and services are utilized by a diverse range of institutions, primarily those involved in public safety and emergency response, such as police departments, fire services, and ambulance services. Additionally, their communication and security solutions are vital for government agencies, including the military and defense sectors. Beyond public safety, these services are also employed in various industries such as transportation, utilities, and manufacturing, where robust and reliable communication is crucial for operational efficiency and safety.

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