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Motorola Solutions (MSI) investor relations material
Motorola Solutions UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary1 Dec, 2025
Business environment and growth outlook
Strong demand and improved supply chain enable timely deliveries and robust double-digit orders growth across segments, with organic growth outlook for next year expected to surpass the current year.
LMR business benefits from a multi-year upgrade cycle, with APX NEXT device subscriber base projected to grow from 200,000 to 300,000, expanding into value tiers and driving further penetration.
Infrastructure upgrades in North America are in early stages, with P25 infrastructure replacement cycles expected to drive long-term growth and multi-year contracts.
Backlog is at a record $14.6 billion, trending toward $15 billion by year-end, supporting future revenue visibility and growth.
Federal funding, including OBBA dollars, is expected to provide additional growth opportunities, particularly in defense and border applications.
Product and portfolio developments
APX NEXT platform offers advanced features and recurring application revenue, with continued migration and application growth expected to support both product and software/services revenue.
SVX device, integrated with APX NEXT, enables audio, video, and 911 capabilities, supporting convergence in public safety communications.
Third-generation P25 infrastructure (D series) introduced, replacing decade-old systems and supporting long-term customer contracts.
Silvus acquisition expands into defense and battlefield communications, with robust MANET technology and a $3 billion TAM expected to double in four to five years.
Silvus is projected to grow 20%+ next year, with plans to expand sales and diversify its customer base beyond current defense and NATO-related clients.
Financial performance and margin drivers
LMR is a mid-single-digit growth business, with products growing low single digits and services/software in the mid-single digits; Silvus expected to complement this profile.
Operating margin improvements driven by product mix, software and services growth, cost management, and transition to higher-margin cloud and application revenues.
Video and Command Center segments are double-digit growers, with video expected to reach $2 billion in revenue and Command Center growing at 12%, both outpacing their respective TAMs.
Video business benefits from cloud transition and portfolio breadth, outgrowing the mid-single-digit TAM with 10%-12% growth.
Over $1 billion in share buybacks completed in Q4, reflecting confidence in business fundamentals and future opportunities.
Silvus: New market strategy and future M&A
LMR: Sustain product growth beyond backlog unwind
Margin drivers: Beyond revenue upside and mix shift
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Next Motorola Solutions earnings date
Barclays 23rd Annual Global Technology Conference11 Dec, 2025
Next Motorola Solutions earnings date
Barclays 23rd Annual Global Technology Conference11 Dec, 2025
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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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