Key Takeaways Motorola reports Q4 on Feb.11, with consensus revenues of $3.34B, rising from the year-ago quarter.MSI gains near-term revenues from Silvus StreamCaster launches and U.S. DoD approval, enabling defense orders.Motorola boosts software and services via AI-assisted policing tools and the Blue Eye acquisition.Motorola Solutions, Inc. (MSI) is scheduled to report fourth-quarter 2025 results on Feb.11, after the closing bell. In the last reported quarter, the company delivered an earnings surprise o ...

Motorola Solutions to Issue Fourth-Quarter and Full-Year 2025 Earnings Results on February 11Jan 28, 2026 4:10 PM Eastern Standard Time# Motorola Solutions to Issue Fourth-Quarter and Full-Year 2025 Earnings Results on February 11Share---Webcast presentation by executives to follow earnings releaseCHICAGO-- ([BUSINESS WIRE])--Motorola Solutions, Inc. (NYSE: MSI) will issue its fourth-quarter and full-year 2025 earnings results after the close of the market on Wednesday, February 11.Motorola Solutions will h ...

Core Insights - Motorola is making a significant return to the flagship smartphone market with the launch of the Signature, marking a shift from its previous focus on design-led models like the Razr [1][2][24] - The Signature is priced at Rs 59,999 and aims to compete with established players like Samsung and OnePlus, emphasizing a balanced flagship experience over gimmicks [4][24] Design and Build - The Motorola Signature features a premium design with a linen-inspired textured back, aluminum frame, and Gorilla Glass Victus 2, ensuring durability and a refined aesthetic [6][10][24] - The device is slim at just under 7mm and weighs around 186 grams, making it comfortable to hold for extended periods [7][10] - The camera module is integrated into the back panel, enhancing stability when placed flat and contributing to the overall elegance of the design [8][10] Display - The phone boasts a 6.8-inch quad-curved AMOLED LTPO display with a 1.5K resolution and a refresh rate of up to 165Hz, providing a smooth and vibrant user experience [11][14] - While the display may not be the most color-accurate in its segment, it offers good brightness levels for outdoor use and is suitable for media consumption [13][14] Software and Performance - Powered by the Snapdragon 8 Gen 5 chipset, the Signature supports up to 16GB of RAM and 1TB of storage, delivering fast and reliable performance across various tasks [15][19] - The device runs on Hello UI based on Android 16, with a promise of seven years of Android updates and security patches, enhancing its long-term value [19][25] Battery and Charging - The Motorola Signature is equipped with a 5,200mAh battery, providing over a full day of usage and often close to two days under regular conditions [20][25] - It supports 90W fast charging, wireless charging, and reverse wireless charging, adding convenience for users [20][25] Camera - The device features a triple rear camera setup, all with 50MP sensors, including a primary camera with optical image stabilization, an ultra-wide camera, and a periscope telephoto lens [21][25] - The camera performs well in daylight and low-light conditions, producing sharp images with good detail and balanced colors, although it is described as dependable rather than class-leading [22][25] Conclusion - The Motorola Signature represents a confident return to the flagship market, focusing on essential features such as design, performance, and long-term software support, appealing to users who prioritize balance and longevity over flashy features [23][25]

Key Takeaways MSI's Silvus launched the StreamCaster MINI 5200 to enhance secure communications for ground forces.Ultra-compact, IP68-rated system supports 100 Mbps performance in harsh environments.Silvus' MN-MIMO powers adaptive mesh networks with real-time data and video across hundreds of nodes.Silvus Technologies, a wholly owned subsidiary of Motorola Solutions, Inc. (MSI) , recently announced the launch of StreamCaster MINI 5200 (SM5200), an advanced system designed to boost the communication capabili ...

Core Insights - The S&P 500 is near its all-time high in 2026, but the software industry has underperformed significantly compared to the index [2][3] - Concerns about artificial intelligence disrupting software companies may be overstated, particularly for certain stocks that offer resilient solutions [3][4] Company Analysis: Motorola Solutions - Motorola Solutions has seen a 20% decline from its 52-week high, despite being a strong performer over the past 15 years, expanding beyond its core business [5] - The company leads in critical communications with over 13,000 land mobile radio networks globally, and its newer business lines in video security and access control are driving growth [5] - Motorola has a strong track record of capital allocation, with 30 acquisitions since 2015 and a return on invested capital (ROIC) of 26%, alongside a 1.2% dividend yield that has increased for 14 consecutive years [6] - The company is expected to achieve high-single-digit percentage sales growth as it expands its video and command center businesses, which have a total addressable market more than double that of its core segment [7] - International sales have risen 13% in the past quarter, indicating potential for further growth as only 28% of revenue comes from international markets [7] - Following a 20% share dip, Motorola is trading at a reasonable 28 times free cash flow, with 72% of its backlog tied to higher-margin software and services, making it an attractive buy in 2026 [7]

Core Viewpoint - Motorola Solutions, Inc. is recognized for its potential in the communication and security technology sector, with expectations for continued revenue and earnings growth despite facing challenges [2]. Group 1: Company Performance - Motorola Solutions, Inc. reported an 8% increase in revenues and a 9% increase in earnings per share for the fourth quarter of 2025, with similar growth anticipated for 2026 [2]. - The company is experiencing accelerated organic orders in both products and services, moving into double-digit growth [2]. Group 2: Market Position and Strategy - The stock underperformed in 2025, but the recent sell-off has led to more attractive relative and historical forward price-to-earnings multiples, prompting investment firms to increase their positions in the stock [2]. - There is a belief that Motorola Solutions can compete effectively against rivals like Axon, indicating confidence in the company's strategic direction [1].

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter. The firm anticipates stronger market volatility in the coming years and has moderated its enthusiasm. A copy of the letter can be downloaded here. The Wedgewood Composite returned -1.8% (net) in the fourth quarter compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russell 1000 Value Index’s 3.8% returns. YTD, the Composite gained 4.3% compared to 17.9%, 18.6%, and 15.9% returns ...

Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers comprehensive services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The company specializes in disruptive technologies that are reshaping modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Motorola Solutions, Inc. (MSI) is set to announce its fiscal Q4 earnings for 2025, with a current market cap of $64.8 billion [1] Financial Performance - Analysts anticipate MSI will report a profit of $4.03 per share for Q4 2025, reflecting a 7.5% increase from $3.75 per share in the same quarter last year [2] - For the current fiscal year ending in December, MSI is expected to report a profit of $13.85 per share, an 8.8% increase from $12.73 per share in fiscal 2024 [3] - The company's EPS is projected to grow by 6.6% year-over-year to $14.76 in fiscal 2026 [3] Recent Earnings Results - MSI reported better-than-expected Q3 earnings, with record revenue, earnings, and cash flow, driven by strong demand for safety and security solutions [5] - Q3 revenue increased by 7.8% year-over-year to $3 billion, slightly beating consensus expectations [5] - Adjusted EPS for Q3 rose by 8.6% year-over-year to $4.06, exceeding analyst estimates by 4.2% [5] Stock Performance and Analyst Ratings - Over the past 52 weeks, MSI's stock has declined by 15.5%, underperforming the S&P 500 Index's 18.6% return and the State Street Technology Select Sector SPDR ETF's 27.1% increase [4] - Wall Street analysts maintain a "Strong Buy" rating for MSI, with eight out of twelve analysts recommending "Strong Buy," one suggesting "Moderate Buy," and three indicating "Hold" [6] - The mean price target for MSI is $493.78, suggesting a potential upside of 26.9% from current levels [6]

Core Insights - Motorola Solutions, Inc. is leveraging AI-driven innovations to transition critical enterprises and security providers from reactive incident detection to proactive safety and situational awareness [1][11] - The company is focusing on enhancing operational efficiency and safety in large-scale, mission-critical environments through advanced AI applications [1][7] AI Innovations - The Avigilon Visual Alerts system utilizes intuitive conversational interfaces to broaden the detection capabilities across extensive camera networks, allowing security teams to create customized alerts for specific site needs [2][11] - Motorola's generative AI capabilities are delivered on-premise, transforming traditional video security into a site-specific operational engine that identifies a variety of risks beyond conventional security threats [3][7] Industry Applications - The AI-powered solutions are particularly beneficial for critical sectors in the Middle East, such as oil and gas and healthcare, enhancing safety and compliance through real-time detections [4] - Use cases include alerting workers to potential hazards and monitoring restricted zones, as well as identifying patient falls in large hospital settings [4] Customer Feedback - Customers in Saudi Arabia have reported that the AI-driven Avigilon platform aids security teams in consolidating data and responding effectively during incidents [5] Product Offerings - Motorola showcased long-range cameras for accurate detection in extreme environments and operational resilience software to improve event response efficiency [6] - The company is also deploying VB400 body-worn cameras globally to enhance the security of police officers and safety officials, contributing to a steady revenue stream [9] Financial Outlook - For the fourth quarter of 2025, Motorola expects non-GAAP earnings per share to be in the range of $4.30 to $4.36, with revenue growth projected at approximately 11% [9][11] - The company is experiencing strong demand in the Products and Systems Integration segment, particularly for LMR and video security solutions [8]