Motorola Solutions, Inc. New Truist Technology Symposium: AI Transformation & Evolving Enterprise Debates

Hey, thanks for having me, Matt.

Yeah. I think Motorola Solutions, in a word, global leader in public safety, enterprise security, and now we're a provisioner of defense security solutions around the globe. You'll hear the term, and you'll hear me reference the term ecosystem. I think it's a perfect example of we're focused on our end user markets, providing outcomes that bring together not just the mission-critical network solution, which was fundamentally the bedrock of our company, but the command center software, as well as video. It's really the culmination and convergence of voice, data, video, everything in terms of how you do incident response, if that's the NYPD, FDNY, resident here where we're at today, who are two great customers. But really broadening what we do, Matt, to serve border security, ministry of defenses around the world, as well as critical infrastructure.

Places like Duke Energy, a large-scale client in the critical infrastructure space. Critical infrastructure, and I think the way that we have to secure all things private and public are done in a much different way today, and I think we sit in the epicenter of solving a lot of those needs for our customers.

The thing I'm always focused on, and we're focused in a word, it's execution. We think a lot about we're in the three businesses that I just alluded to. We're global in scale, over 125 countries around the world, thousands of salespeople, over 10,000 partners. It's executing in the day, organic growth, as we say. The second thing that I'm personally very attuned to and very prioritized right now is we've acquired Silvus just a little over 12 months ago. It was August 4th of 2025, we acquired, and it's all about a scale game there. Not only scale from a go to market and the investments we made, research and development, but the supply investments we've made there. Similarly, we just closed D-Fend, who's the leading provisioner of cyber mitigation counter drone technology.

In fact, most recently, they were used in 11 of 12 of the FIFA sites. Focused in a similar way on bringing the revenue synergies and bringing them into the fold to help them thrive within the Motorola family as well.

Yeah. We go through an exercise mid-year every year, and we pull, there's a lot of data, obviously, on state budgets. Some of those, by the way, some of those budgets started in July of this year, and some are run on a calendar year. But the reality is, when we think about state budgets, we're in a good position. We've seen budgets grow, but more importantly, we've seen public safety and technology within public safety grow faster than public safety and state budgets in general. Similarly, you sit and you have city budgets. Some cities are in a difficult fiscal situation. But I'd elevate that to say we often talk about the fact on our earnings calls and some of these meetings, Matt, you've heard me say it before, but we're a need to have and not a nice to have.

Now that sounds like a great word, but the reality is it is. You look at Next Generation 9-1-1 systems and the ability to ingest text messaging, videos, those kind of things. These are at the forefront of every urban command center, and they're thinking about the investment there. You think about the investments we've made to refresh our mission-critical networks, particularly the P25 networks, and we've talked about the litany of D-Series upgrades, the APX NEXT upgrades that we've gone through, and we're really pleased with that. But the last thing is, it's great that we have those, but we also have the One Big Beautiful Bill Act, which is actually a multi-year tailwind to our business. Interestingly, the U.S. federal government had some older fleets in terms of not only devices, but actually infrastructure as well.

I think as it lends itself into 2027, we've had good success this year in 2026. I think we're also in a good fiscal situation and budget situation as we play it forward federally as well.