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Motorola Solutions, Inc. (MSI) Q4 2025 Earnings Call Transcript

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Motorola Solutions reported Q4 2025 earnings on February 11, 2026, highlighting 8% year-over-year revenue growth driven by strong demand in public safety and enterprise security solutions. CEO Gregory Brown emphasized record backlog orders exceeding $12 billion, citing accelerated adoption of AI-powered command center software and next-gen LMR (Land Mobile Radio) systems. CTO Mahesh Saptharishi revealed a $200M R&D investment in quantum-resistant encryption for critical infrastructure, targeting 2027 deployment to counter emerging cyber threats. CFO Jason Winkler noted a 12% operating margin improvement, attributing gains to cost efficiencies in cloud-based services and recurring revenue models now comprising 75% of total sales. Analysts pressed executives on supply chain risks, with COO John Molloy confirming mitigated delays via diversified semiconductor sourcing and AI-driven logistics optimization.
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SA Transcripts158.32K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Motorola Solutions, Inc. (MSI) Q4 2025 Earnings Call February 11, 2026 5:00 PM EST Company Participants Tim Yocum - Vice President of Investor RelationsGregory Brown - Chairman & CEOJason Winkler - Executive VP & CFOJohn Molloy - Executive VP & COOMahesh Saptharishi - Executive VP & CTO Conference Call Participants Timothy Long - Barclays Bank PLC, Research DivisionAndrew Spinola - UBS Investment Bank, Research DivisionAdam Tindle - Raymond James & Associates, Inc., Research DivisionJoseph Cardoso - JPMorgan Chase & Co, Research DivisionMeta Marshall - Morgan Stanley, Research DivisionKeith Housum - Northcoast Research Partners, LLCGeorge Notter - Wolfe Research, LLCTomer Zilberman - BofA Securities, Research DivisionBenjamin Bollin - Cleveland Research Company LLCLouie Dipalma - William Blair & Company L.L.C., Research Division Presentation Operator Good afternoon, and thank you for holding. Welcome to the Motorola Solutions' Fourth Quarter 2025 Earnings Conference Call. Today's call is being recorded. If you have any objections, please disconnect at this time. The presentation material and additional financial tables are posted on the Motorola Solutions' Investor Relations website. In addition, a webcast replay of this call will be available on our website within 3 hours after the conclusion of this call. The website address is www.motorolasolutions.com/investor. [Operator Instructions]. I would now like to introduce Mr. Tim Yocum, Vice President of Investor Relations. Mr. Yocum, you may begin your conference. Tim YocumVice President of Investor Relations Good afternoon. Welcome to our 2025, fourth quarter earnings call. With me today are Greg Brown, Chairman and CEO; Jason Winkler, Executive Vice President and CFO; Jack Molloy, Executive Vice President and COO; and Mahesh Saptharishi, Executive Vice President and CTO. Greg and Jason will review our results along with commentary, and Jack and Mahesh will join for Q&A. We posted an earnings presentation and news release at motorolasolutions.com/investor. These materials include

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