Motorola Solutions (MSI) Bank of America Global Technology Conference 2025 summary

Business overview and demand environment

• Operations span sales, service, system integration, LMR, engineering, R&D, government affairs, and marketing.

• 70% of revenue comes from government/public safety, 30% from enterprise, with diverse funding sources and strong state/local demand.

• Public safety funding remains robust, prioritized by policy, and resilient to federal delays; enterprise demand is driven by healthcare, utilities, and education.

• Effective navigation of tariffs and inflation through dual-sourcing, flexible manufacturing, and pricing actions.

LMR and product innovation

• LMR business outpaces market growth due to portfolio investments, product refreshes, and pricing actions.

• Supply chain improvements have stabilized growth outlook to mid-single digits for 2025.

• APX Next is projected to reach 200,000 fielded devices by end of 2025, with SVX and Assist driving further adoption.

• SVX is a converged body-worn camera and remote speaker mic, integrated with AI-powered Assist for translation, transcription, and video redaction.

• APX Next and SVX are designed for recurring revenue through service add-ons, enhancing total cost of ownership for customers.

Strategic acquisitions and partnerships

• Acquisition of Silvus Technologies brings secure, high-speed MANET technology, with strong growth prospects proven in Ukraine and global defense markets.

• Silvus will operate as a standalone entity, with rapid R&D and sales investments planned post-close.

• Investments in drone technology (Brink) and partnerships (SkySafe) expand capabilities in unmanned systems and counter-drone strategies.