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Motorola Solutions (MSI) investor relations material
Motorola Solutions Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and market opportunity
Operates a technology ecosystem for public safety, defense, and enterprise security with an $83B total addressable market as of 2026, spanning video security, mission critical networks, and command center solutions.
Nearly half of revenue is now generated from video, software, unmanned systems, and recurring services, reflecting a significant portfolio transformation since 2015.
Serves public safety agencies, defense, and enterprises, with 75% of revenue from public safety and defense and 25% from enterprise customers.
72% of 2025 revenue is from North America, with international markets contributing 28%.
Financial performance and guidance
Achieved $11.7B in 2025 revenue, with 38% from software and services, primarily recurring.
Non-GAAP EPS grew at a 17% CAGR and free cash flow at a 12% CAGR since 2015.
2026 guidance projects ~$12.7B in revenue, non-GAAP EPS of $16.70–$16.85, and ~$3.0B in operating cash flow.
Maintains a strong balance sheet with ~$3.42B in liquidity and a net debt to adjusted EBITDA ratio of ~2.1x.
Segment and technology highlights
Video Security & Access Control: $2.1B in 2025 revenue, double-digit growth, with over 5.5M fixed cameras deployed and 90% of portfolio featuring embedded AI.
Mission Critical Networks: $8.6B in 2025 revenue, with 13K+ LMR networks globally and strong recurring services.
Command Center: $0.9B in 2025 revenue, double-digit growth, with ~60% of U.S. 911 centers using at least one software solution.
- Record revenue, robust governance, and strong ESG drive Board's recommendations for 2026.MSI
Proxy filing2 Apr 2026 - Key votes include director elections, auditor ratification, and executive pay approval.MSI
Proxy filing2 Apr 2026 - Strong growth in video, software, and recurring services drives robust financial outlook.MSI
Investor presentation16 Mar 2026 - Disciplined capital allocation and strategic focus on public safety drive strong shareholder returns.MSI
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar 2026 - Strategic focus on public safety and targeted acquisitions drives strong value creation.MSI
47th Annual Raymond James Institutional Investor Conference2 Mar 2026 - Record 2025 results and strong 2026 outlook fueled by growth, acquisitions, and innovation.MSI
Q4 202512 Feb 2026 - Video and software growth, M&A, and innovation drive strong margins and double-digit cash flow.MSI
Morgan Stanley Technology, Media & Telecom Conference3 Feb 2026 - Q2 sales up 9%, EPS up 21%, and full-year guidance raised on strong segment growth.MSI
Q2 20242 Feb 2026 - $10.8B 2024 revenue, rapid SaaS growth, and $81B TAM drive expansion in public safety and enterprise.MSI
Investor presentation28 Jan 2026
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