Motorola Solutions, Inc. (MSI) Earnings Call Transcripts
Motorola Solutions, Inc.'s Latest Earnings Call - September 15, 2026
In the third quarter of fiscal year 2026, Motorola Solutions, Inc. reported strong revenue growth driven by robust order activity and acquisitions. The company achieved revenues of $2.1 billion, exceeding expectations of $2.0 billion, marking a 12% year-over-year increase. Management raised guidance for the full year, projecting revenues of $8.5 billion, up from previous estimates of $8.2 billion, reflecting confidence in continued demand across public safety and defense sectors.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $2.1B (beat) |
| Full Year Revenue Guidance | $8.5B (positive) |
| Order Growth | Double-digit growth (positive) |
| Mission-Critical Networks Growth | 10% to 11% (positive) |
| Video Business Growth | 12% (positive) |
| Operating Margin | 10 bps expansion (positive) |
Guidance from management
Management raised full-year revenue guidance to $8.5 billion, reflecting confidence in sustained demand and successful integration of recent acquisitions. They expect continued growth in mission-critical networks and video security segments.
What analysts pressed on
Analysts expressed concerns about the rising costs impacting the video business, particularly related to DRAM pricing. There were also questions regarding the sustainability of order growth in the face of potential economic downturns and budget constraints in public safety sectors.
Main topics on the call
- Strong Order Growth — Motorola Solutions reported record order growth, with double-digit increases in both the first and second halves of the year. CEO John Molloy stated, "We've had double-digit order growth on top of double-digit order grow...
- Acquisition Strategy — The company successfully integrated Silvus and D-Fend, enhancing its capabilities in defense and cybersecurity. Molloy highlighted that D-Fend was awarded a $1.5 billion counter-drone grant, showcasing the strategic fit ...
- Public Safety Budget Trends — Management noted that public safety technology budgets are growing faster than overall state budgets, with Molloy stating, "We're in a need to have and not a nice to have." This trend supports ongoing demand for Motorola...
- Challenges in Video Business — The video segment faced cost inflation due to rising DRAM prices, impacting margins. Molloy acknowledged, "The portion of our portfolio that's been most acutely impacted is the video business," indicating potential press...
Read the full Motorola Solutions, Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Motorola Solutions, Inc.
Motorola Solutions, Inc. (MSI) is a publicly listed company in the Communications Equipment industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 54 calls on record spanning February 6, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 54 Motorola Solutions, Inc. earnings call transcripts on record, spanning February 6, 2020 to September 15, 2026. Based on this history, Motorola Solutions, Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- MSI
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Industry
- Communications Equipment
- Calls on record
- 54
- First call
- February 6, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly