Investment Thesis
Motorola Solutions delivers mission-critical communications, command-center software, and video security to public safety agencies and enterprises. High-visibility backlog, software mix, and service contracts drive recurring revenue.
- Mission-Critical Radio: APX and TETRA systems with multi-year maintenance agreements.
- Video Security Growth: Avigilon and Pelco assets expand into enterprise physical security.
- Command Center Software: End-to-end dispatch, records, and analytics suite locks in agencies.