Motorola Solutions (MSI) Truist Technology Symposium: AI Transformation & Evolving Enterprise Debates summary

Strategic priorities and business focus

• Emphasis on execution and organic growth across mission-critical networks, video, and command center software, with a global presence in over 125 countries and more than 10,000 partners.

• Integration and scaling of recent acquisitions, including Silvus (defense communications) and D-Fend (counter-drone technology), to drive revenue synergies and expand market reach.

• Focus on expanding capacity, particularly with new facilities in Salt Lake City, and doubling the sales force to support growth in defense and public safety markets.

• Continued investment in R&D to maintain technological leadership, especially in spectrum dominance and MANET technology.

• Leveraging ecosystem integration to deliver end-to-end solutions for public safety, critical infrastructure, and defense customers.

Market trends and demand drivers

• State and local public safety budgets are growing faster than overall government budgets, with technology and software outpacing general budget growth.

• Record Q2 orders and double-digit order growth in the first half of the year, with strong product growth guidance for the second half.

• Demand for NG9-1-1 systems, P25 network upgrades, and advanced command center applications is high, driven by the need for real-time data, video, and text integration.

• Federal funding, such as the One Big Beautiful Bill Act, provides multi-year tailwinds, especially for infrastructure and device refreshes.

• International defense modernization and border security initiatives, particularly in NATO, EU, and Indo-Pacific regions, are fueling durable growth.

Acquisitions and integration

• Silvus is being scaled with expanded production lines and international sales teams, focusing on defense applications and spectrum dominance.

• D-Fend operates as a standalone business, targeting public safety, airports, and entertainment venues with unique cyber mitigation counter-drone solutions.

• D-Fend recently secured a key U.S. Department of Homeland Security grant as the only cyber mitigation C-UAS vendor awarded.

• Revenue synergies are expected by leveraging existing public safety and international sales relationships.