Overview
This document summarizes a fireside chat discussion between Jack Molloy, Executive Vice President and COO of Motorola Solutions, and Tomer Zilberman, Analyst at Bank of America Securities. The conversation, held at the Bank of America Global Technology Conference on June 4, 2025, delves into Motorola Solutions' business operations, strategic initiatives, and market outlook, with a particular focus on public safety and enterprise technology.
Key Discussion Points
- Business Segments: The discussion highlights Motorola Solutions' business, with 70% in government and public safety (primarily state and local) and 30% in enterprise. The company's Land Mobile Radio (LMR) business, particularly the APX NEXT family, and its growth trajectory are examined.
- Strategic Acquisitions: The acquisition of Silvus Technologies, a company specializing in MANET (mobile ad-hoc network) technology, is discussed. The strategic rationale includes enhancing autonomous systems capabilities and leveraging advancements in areas like anti-jamming technology, particularly in light of global defense trends.
- Product Innovations: Innovations such as the APX NEXT radios, SVX (a converged body-worn camera and remote speaker mic), and Assist (a public safety AI platform) are detailed. The integration of these technologies and their contribution to customer value and efficiency are emphasized.
- Market Trends: The conversation touches upon market trends in video security, Command Center software, and the growing role of drone technology in public safety, including partnerships with companies like BRINC and SkySafe.
- Customer Focus: Motorola Solutions' commitment to providing end-to-end solutions, focusing on customer cost, value, and world-class performance, is a recurring theme. The company's strategy to drive software and analytics growth is also highlighted.
Company Information
Motorola Solutions is a leading provider of mission-critical communications solutions and services for public safety and enterprise customers. The company focuses on delivering innovative technologies that enhance safety, security, and operational efficiency.
For more information, visit Motorola Solutions.
