Motorola Solutions (MSI) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference summary

Strategic positioning and market outlook

• Current period marked by strong demand and robust positioning in public safety and new defense sectors, with a total addressable market of $85 billion.

• Four consecutive quarters of double-digit order growth and a strong AI portfolio embedded across emergency workflows.

• Major acquisition of Silvus for $4.5 billion expands addressable market by $3 billion, with strong traction in unmanned systems and international defense.

• Infrastructure refresh underway for LMR networks, adding multi-network capabilities and enhanced security.

• Organic growth expected at 9%-10% in the second half of the year, driven by mission-critical networks.

Customer engagement and product innovation

• Over 1,600 customers attended the annual summit, with high enthusiasm for AI-driven solutions and ease of deployment.

• SVX product offers integrated body camera, remote speaker mic, and AI assistant, reducing total cost of ownership by 50%.

• SVX adoption allows for seamless migration to digital evidence management and video activation as contracts expire.

• Command center and video portfolios show strong growth, with Q1 command center up 27% and video up 16%.

• Customers value the breadth of portfolio and AI integration across product categories.

Silvus acquisition and defense market expansion

• Silvus business is 85%-90% hardware, with international sales accounting for over 60% of growth.

• Demand for Silvus products accelerated by global conflicts, with significant orders from Germany and the UK.

• Manufacturing capacity doubled, with a new Salt Lake City facility to further reduce lead times by early 2027.

• Cross-sell opportunities in defense verticals, leveraging existing relationships with ministries of defense in NATO countries.

• Silvus expected to double its addressable market in four to five years, with annual revenue outlook raised three times to $750 million.