Motorola Solutions (MSI) Bank of America 2026 Global Technology Conference summary

Business overview and product portfolio

• Focuses on mission-critical networks, video security, and command center software, with recent acquisitions in drone and counter-drone technologies.

• Video solutions, including Avigilon, have grown into a $2 billion business.

• Software and services now approach 40% of total business, with end-to-end solutions across all segments.

Growth outlook and segment performance

• Mobile communications network technology expected to grow 8%-9%, video 10%-11%, and command center 15% this year.

• LMR segment growth guided at about 3%, with Silvus supplementing at 30% growth; second half acceleration expected due to strong order pipeline.

• Products segment and MCN/LMR expected to grow nearly 10% organically in the second half.

Drone and counter-drone strategy

• Silvus demand is internationally led, with strong adoption among NATO allies and U.S. Armed Forces; expanding manufacturing capacity to meet demand.

• Silvus technology empowers over 100 drone manufacturers and 150 platforms, focusing on resilient, secure communications.

• D-Fend acquisition adds counter-drone capabilities, with technology that intercepts and lands unauthorized drones safely; expected to reach $185 million revenue this year and has grown at a 50% CAGR.

• Combined drone portfolio addresses defense, public safety, and counter-drone needs, leveraging partnerships and recent acquisitions.