MSI · Earnings call · 2026Q2T · Full report
Geographic Market Commentary
Motorola Solutions, Inc. · 2026-08-05 · Importance 59 · Surprise 48 · No source text
North America revenue grew 9% to $2.2 billion, with growth across all three technologies. International revenue grew 25% to $923 million, also with strong double-digit growth across all three technologies. Within Silvus, management highlighted NATO countries, European Union defense spending, Germany, Ukraine and the U.S. Indo-Pacific region as important demand centers. International Video momentum includes deployments in more than 20 countries, including Brazil, Morocco and a Nordic national police market.
Key facts
- International Q2 revenue was $923 million, up 25% versus last year.
- North America Q2 revenue was $2.2 billion, up 9% with growth across all 3 technologies.
- Q2 P25 device order for Atlanta, Georgia was $20 million.
- Q2 P25 device order for Miami-Dade Corrections in Florida was $17 million.
- They reported international Silvus demand driven by NATO countries and EU defense spending with Germany, Ukraine, U.S., and Indo-Pacific called out as strong theaters.
- Gregory Brown said Motorola has about 600 people in Israel, "plus or minus."
- Motorola has been in Israel for over 60 years.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.9% | International Q2 revenue was $923 million, up 25% versus last year. |
| revenue | positive | realized | — | North America Q2 revenue was $2.2 billion, up 9% with growth across all 3 technologies. |