MSI · Earnings call · 2026Q2T · Full report

Silvus Revenue and Demand

Motorola Solutions, Inc. · 2026-08-05 · Importance 50 · Surprise 24

Silvus generated approximately $210 million in Q1 and $230 million in Q2, and management raised its full-year revenue expectation to approximately $850 million. Demand is being driven more by market-share gains and execution than by a change in the estimated approximately $3 billion total addressable market. Growth is strongest among NATO countries, European Union defense programs, Germany, Ukraine and the U.S. Indo-Pacific region, reflecting defense modernization and unmanned-systems demand. Silvus differentiates through Spectrum Dominance 2.0 software, high-bandwidth MANET connectivity, anti-jamming performance and low-probability-of-intercept and detection capabilities.

Key facts

• Silvus revenue: about $210 million in Q1 and about $230 million in Q2, and they raised the year guide to about $850 million.
• The $175 million raise in full-year revenue expectations is driven by MCN, including approximately $100 million from Silvus, which they now expect to generate approximately $850 million in full-year revenue.
• Gregory Brown said Motorola more than doubled the Silvus sales force.
• Gregory Brown said the Silvus acquisition has allowed growth that contributed $30 million to the Q2 beat.