Key Points
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Motorola Solutions expects broad-based development, projecting 2026 positive aspects of 10%–11% in mission-critical networks, about 11% in video safety and about 15% in command-center software program, supported by modernization of public-safety and federal transport systems.
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Silvus Technologies is changing into a serious protection development driver, with roughly $850 million in anticipated 2026 gross sales at present capability. Motorola is increasing manufacturing, gross sales and R&D as demand grows for safe communications in contested environments and unmanned-systems operations.
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D-Fend Solutions expands Motorola’s counter-drone alternative in public security, airports, vital transport systems and venues. The industry was chosen for a $1.5 billion U.S. Department of Homeland Security grant program and makes use of cyber-based expertise to take management of and safely land threatening drones.
Motorola Solutions (NYSE:MSI) is concentrated on executing throughout its mission-critical networks, command heart software program and video safety companies whereas scaling its lately acquired Silvus Technologies and D-Fend Solutions operations, Chief Operating Officer Jack Molloy stated at a Truist convention.
Molloy described Motorola Solutions as a supplier of public-safety, enterprise-security and defense-security options. The firm’s technique facilities on an “ecosystem” that mixes voice, knowledge, video and command-center software program to help incident response and safety operations for public companies, protection organizations and critical-infrastructure prospects.
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“We’re targeted on our end-user bourses, offering outcomes that deliver collectively not simply the mission-critical community resolution, which was essentially the bedrock of our firm, however the command heart software program, in addition to video,” Molloy stated.
Demand, Budgets and Growth Outlook
Molloy stated the corporate has seen public-safety expertise budgets develop quicker than total public-safety and state budgets. While some municipalities face fiscal strain, he characterised Motorola Solutions’ choices as mandatory fairly than discretionary, citing investments in next-generation 911 methods, community refreshes and public-safety communications gadgets.
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He additionally pointed to the One Big Beautiful Bill Act as a multiyear tailwind for the corporate’s federal industry, saying U.S. authorities companies have older fleets of gadgets and transport systems that want modernization.
The COO stated Motorola Solutions reported file second-quarter orders and double-digit order development within the first half of the yr. The firm has guided for double-digit product development within the second half. Molloy cited the next development expectations for 2026:
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Mission-critical networks development of 10% to 11%.
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Video safety development of about 11%.
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Command heart software program development of about 15%.
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Command heart software program development contains roughly $100 million in APX NEXT purposes anticipated by the top of fiscal 2026, in accordance with Molloy. Those purposes are designed to increase radio-network capabilities with features together with location data and programming that may scale back duties beforehand requiring weeks to finish.
Silvus Capacity Expansion and Defense Demand
Molloy stated Silvus, acquired in August 2025, is predicted to generate about $850 million in 2026 gross sales based mostly on present capability. Motorola Solutions has added a manufacturing line in Culver City, California, and expects a Salt Lake City facility to start contributing within the first quarter of 2027.
He stated the Salt Lake City operation is modular and may help extra financial backing in manufacturing strains. Motorola Solutions has additionally greater than doubled Silvus’ gross sales drive, expanded analysis and growth financial backing and broadened cross-border protection.
Silvus offers cell advert hoc community, or MANET, expertise designed for operations in congested and contested environments. Molloy stated demand is being supported by protection modernization efforts within the U.S., NATO nations and the Indo-Pacific area, in addition to investments in unmanned methods.
While the corporate sees alternatives for Silvus in public security throughout short-term occasions such because the Super Bowl and presidential inaugurations, Molloy stated the present business focus stays on protection as a result of spectrum shouldn’t be broadly allotted for Silvus’ public-safety makes use of.
He stated the corporate views the Silvus alternative as sturdy even when particular person conflicts change, arguing that the expertise is supported by longer-term navy modernization wants and each long-cycle packages of file and near-term operational necessities.
D-Fend Targets Counter-Drone Security Market
Motorola Solutions additionally lately accomplished its acquisition of D-Fend Solutions, which offers cyber-based counter-drone expertise. Molloy stated D-Fend will function as a separate industry and can concentrate on public-safety finish bourses together with cities, airports, vital transport systems and leisure venues.
He stated D-Fend methods had been deployed at 11 of 12 FIFA websites and on the U.S. Open. The firm intends to make use of Motorola Solutions’ North American and cross-border public-safety gross sales relationships to broaden D-Fend’s attain.
Molloy stated D-Fend was the one cyber-mitigation counter-unmanned plane system vendor chosen in a U.S. Department of Homeland Security counter-drone grant program totaling $1.5 billion. He stated D-Fend’s expertise can detect and mitigate drone threats by taking management of and touchdown drones fairly than destroying them within the air.
Network Refreshes, Video Wins and Cost Management
The firm sees its D-Series transport systems refresh cycle as a five- to seven-year alternative. Motorola Solutions helps 40 statewide U.S. networks, 10 Canadian provincial networks and roughly 1,300 underlying P25 networks, Molloy stated. Customers are contemplating upgrades for improved channel effectivity, decrease energy consumption and better community resiliency.
Molloy additionally cited current aggressive wins in video safety, together with industry with the Florida state patrol, Kansas City and Louisiana Highway Patrol. The Louisiana deal contains body-worn and in-car video in addition to a P25 community refresh. He stated the corporate is successful industry by way of its built-in product ecosystem, whole value of possession and AI-enabled workflow instruments comparable to translation, transcription and digital proof administration.
On prices, Molloy stated rising DRAM and flash-memory costs have most affected the video industry. Motorola Solutions has responded by accelerating stock purchases, working with suppliers to safe provide continuity and implementing three “substantial” video value will increase. He stated the corporate has maintained comparable gross margins and delivered 170 foundation factors of operating-margin enlargement this yr.
Looking forward, Molloy stated his priorities are sustaining development throughout the core companies and making certain Silvus and D-Fend have the assets to scale. He stated the corporate stays acquisitive, with its capital-allocation framework directing 60% towards mergers and acquisitions and share repurchases, 30% towards dividends and 10% towards working bills.
About Motorola Solutions (NYSE:MSI)
Motorola Solutions, Inc develops mission-critical communications and expertise options for public security organizations, authorities companies and business enterprises. Its choices embody land cell radio methods, broadband communications, command-center software program, computer-aided dispatch, data administration, proof administration and emergency call-handling applied sciences.
The firm additionally offers video safety and access-control options, together with body-worn cameras, in-car video methods, mounted video surveillance and associated analytics.
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The article “Motorola Solutions Eyes Defense, Drone Security Growth as Silvus Scales” was initially revealed by MarketBeat.
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