Motorola Solutions, Inc.

Motorola Solutions, Inc. builds mission-critical communications, video security, access control and command-center software used by public safety agencies, government bodies and enterprises. The company’s systems are designed to connect voice, video and data so customers can detect incidents, coordinate response and manage operations more effectively.

29,2 %

51,7 %

18,4 %

+8,0 %

1.04

0.87

— Motorola Solutions, Inc.
%
Mission-Critical Communications (MCN)45% Infrastructure, two-way radios, broadband, MANET and related software/services for resilient communications.
Video20% Cameras, access control, sensors, video management and AI-enabled analytics for security and visibility.
Command Center18% Software applications that unify voice and data for dispatch, incident response and workflow management.
Installation, Integration and Managed Services17% Deployment, integration, support and recurring service contracts tied to customer systems.

Motorola Solutions sells primarily to government agencies, including defense, state and local public safety...

  • Public safety agenciesprimary

    Police, fire, EMS and dispatch organizations buy radios, command center software and video tools for emergency response.

  • Government and defenseprimary

    Federal, state, county and defense customers buy secure communications and integrated security systems.

  • Enterprise security customerssecondary

    Schools, hospitals, businesses and stadiums buy video, access control and alerting solutions.

  • Channel partners and integratorssecondary

    Dealers, distributors and software vendors extend reach and deliver customized deployments.

Motorola Solutions generates most of its revenue in North America, which represented 72% of end-customer sales in 2025,...

  • North America was 72% of end-customer sales in 2025
  • International markets were 28% of end-customer sales in 2025
  • Business spans more than 100 countries
  • Global footprint increases exposure to public-sector procurement cycles
  • Trade actions and tariffs can raise import duties on components

The company is expanding beyond land-mobile radio into an integrated safety and security platform that combines...

01
Integrated safety and security platformmedium-term

Combining MCN, Video and Command Center increases customer stickiness and cross-sell opportunities.

02
Software and services expansionmedium-term

Recurring revenue improves visibility and reduces reliance on hardware cycles.

03
Acquisition-led capability buildingshort-term

Acquisitions add technology, customers and revenue in adjacent security markets.

Motorola Solutions faces execution risk in large, multi-year government and enterprise contracts, where delays,...

high

Large, multi-year system and services contract risk

Revenue and margins depend on long-duration contracts with performance obligations, funding uncertainty and third-party dependencies.

Scope
Government and commercial managed services contracts
Materiality
high
high

Single-source supply chain disruption

Certain materials and components come from single-source vendors, so shortages or insolvency can interrupt supply and raise costs.

Scope
Memory and other imported components
Materiality
high
high

Cybersecurity and network resiliency

Connected communications and cloud-based solutions rely on customer and partner systems that may be attacked or mismanaged.

Scope
Public safety, enterprise and cloud infrastructure
Materiality
high
medium

Trade actions and tariffs

Imported products and components are subject to duties, and new tariffs can compress margins.

Scope
Global sourcing and manufacturing
Materiality
medium
medium

Motorola Marks license dependence

Loss or modification of the trademark license could require rebranding and weaken customer recognition.

Scope
Brand and intellectual property
Materiality
medium
Revenue recognition and ESP allocation
Affects revenue mix, deferred revenue and gross margin
Long-term contract estimates
Can move revenue and operating profit between periods
Goodwill impairment
Potential non-cash impairment charges
Pension and postretirement assumptions
Impacts liabilities and other comprehensive income

: 11/08/2026