MSI · Earnings call · 2026Q2T · Full report

Revenue Performance and Mix

Motorola Solutions, Inc. · 2026-08-05 · Importance 54 · Surprise 40 · In source text

Second-quarter revenue increased 13% year over year, with double-digit growth in both segments and all three technologies. Products and Systems Integration revenue grew 15%, driven by Mission-Critical Networks and Video, while Software and Services revenue grew 10% across all three technologies. North America revenue was $2.2 billion, up 9%, and international revenue was $923 million, up 25%. Acquisition revenue contributed $243 million and foreign-currency tailwinds contributed $35 million in the quarter.

Key facts

• From a technology perspective, MCN is now expected to grow between 10% and 11%, up from prior expectations of 8% to 9%.
• Motorola's Q2 beat was $130 million, comprised of $100 million from LMR and $30 million driven by Silvus.
• Products and SI revenue from acquisitions in Q2 was $210 million and foreign currency tailwinds were $19 million.
• Video is expected to grow 11% for the full year.
• Command Center is expected to grow approximately 15% for the full year.
• They secured a $24 million P25 services order for a North American energy company in Q2.
• They secured a $20 million Command Center order for the State of Montana Department of Justice in Q2.
• They secured a $16 million P25 services order for Fulton County, Georgia in Q2.

Impact estimates