Strong Q2 Performance and Growth: Motorola Solutions reported record Q2 revenue of $2.8 billion, a 5% increase year-over-year, driven largely by a 15% growth in software and services. Non-GAAP EPS reached $3.57, up 10% from $3.24 in the previous year. The company recorded an operating margin of 29.6%, reflecting an 80 basis point improvement, indicating effective cost management and operational leverage.

Increased Full-Year Guidance: Based on strong Q2 results and positive momentum, Motorola raised its full-year revenue guidance to approximately $11.65 billion (up from prior guidance of 5.5% growth), anticipating non-GAAP EPS between $14.88 and $14.98. This reflects an optimistic outlook for the remaining year, considering a robust backlog of $14.1 billion, including $10.7 billion in software and services, the highest ever recorded.

Silvus Acquisition and New Market Opportunities: The acquisition of Silvus for $4.4 billion is expected to strengthen Motorola's position in the unmanned systems market, projected to grow significantly with a total addressable market (TAM) of approximately $3 billion. Silvus' technology complements Motorola's existing offerings, particularly in defense, border security, and mission-critical communications. The expectation is a 20% revenue growth contribution from Silvus in 2026.