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21:00
May 07 ◎

MSI FY2026 Q1 Watch

Motorola Solutions, Inc. (MSI) FY2026 Q1 Earnings Call

AXON ▾

Greg Brown

Motorola is seeing strong adoption of its SVX (body-worn camera) product, with 100 customers, and 30% of them using video, with AI Assist features. — This is a direct competitive signal for Axon (AXON), showing Motorola is making inroads into their core body-worn camera market.

"we've seen 100 customers with SVX. And I think the most important metric that we're following is 30% of those customers are utilizing video."

AXON WATCH

MED

22:00
Feb 11 ◎

MSI FY2025 Q4 Watch

Motorola Solutions, Inc. (MSI) FY2025 Q4 Earnings Call

MSI AVAV KTOS MU ANDURIL ▾

Greg Brown

Management is confident, raising full-year revenue guidance and highlighting record backlog, strong order momentum (including expected double-digit product order growth in Q1 and FY26), and continued margin expansion.

"as I look to 2026, our record backlog position, strong demand environment, and expanding product and services portfolio are all informing our expectations for another strong year of revenue earnings and cash flow growth."

MSI WATCH

Greg Brown

Motorola is raising Sylvus 2026 revenue expectations to $675M, up $75M from a quarter ago, driven by strong demand from Ukraine and broader unmanned systems / NATO demand. — This signals accelerating demand for mobile ad-hoc network (MANET) radios in defense drones, potentially benefiting suppliers and competitors in the unmanned systems space.

"We're raising our expectations again for revenue this year in 2026. We expect SILVUS revenue of $675 million in 2026. That's $75 million higher from expectations a quarter ago"

AVAV WATCH KTOS WATCH

Jason Winkler

The company expects a $60 million incremental tariff headwind in the first half of 2026 and rising memory costs, but plans to offset these with gross margin improvements and surgical price increases. — Despite memory cost increases, Motorola expects to mitigate the impact, which could signal continued pricing power but also highlights margin pressure across electronics supply chains.

"we plan for an incremental tariff, which will present itself in the first half, and that's about $60 million. In terms of drivers for overall margin expansion and overcoming tariffs and other parts of the portfolio, like memory"

MU WATCH

Greg Brown

Motorola (via Sylvus) is a key radio supplier to Anduril's product lineup; continued collaboration is a growth tailwind for Sylvus and validates its technology across defense platforms.

"I think two-thirds of their products are have a or incorporate a Silvis radio into their design. So, we're really encouraged. We want to deepen that relationship"

ANDURIL WATCH

HIGH

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