Motorola Solutions Inc at Deutsche Bank Technology Conference Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Rob Sanders - Deutsche Bank - Analyst : Great, yeah. Maybe let's dive into the sort of what you call now mission critical networks, the kind of networking side, maybe starting with the tech roadmap. So what is the sort of long-term strategic plan for technology around connectivity, for example, the transition to converge solutions from LMR, and how is that -- how is the rollout of your APX NEXT portable radio, for example, played out which integrates 4G for example.

Question: Rob Sanders - Deutsche Bank - Analyst : Got it. And what about 5G, obviously you've integrated 4G. Is there something -- is that something your customers are demanding that you add into your roadmap?

Question: Rob Sanders - Deutsche Bank - Analyst : Got it. And then let's talk a bit about directed device services, satellite-based connectivity in remote areas. How will your portfolio evolve to capitalize on these technologies?

Question: Rob Sanders - Deutsche Bank - Analyst : Got it. And obviously, you've recently made a very notable deal $4 billion deal to acquire Silvus. Silvus, as I understand it, and correct me if I'm wrong, is giving you this mesh network capability. I mean today, it seems to be used for unmanned aircraft drones. It's taking obviously more into the defense space, so what's the strategy for integrating that so-called manage technology into the broader technology portfolio?

Question: Rob Sanders - Deutsche Bank - Analyst : And how is your channel today? I mean, is there a cross-sell play into those defense customers? I mean, obviously, when I think about you today is more public safety, different kind of customers. So obviously, one very large customer, Department of Defense. I mean how is that those relationships already exist? Or is Silvus bringing those relationships? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 27, 2025 / 6:45PM, MSI.N - Motorola Solutions Inc at Deutsche Bank Technology Conference

Question: Rob Sanders - Deutsche Bank - Analyst : Okay. And what are the risks you see migrating to cloud-based architectures. Obviously, I've seen this with RAN, for my coverage, Ericsson and Nokia. How do you mitigate these risks and challenges around interoperability, for example?

Question: Rob Sanders - Deutsche Bank - Analyst : Okay. And of course, we've already gone 10 minutes. We haven't used the AI world, which is -- but we should, of course, ask, I mean, just from a technology perspective internally in terms of improving your portfolio, how are you leveraging AI and ML to enhance your network performance. Obviously, we've seen AI coming into the RAN space. I mean, how do you see that improving your network performance reliability, security, et cetera?

Question: Rob Sanders - Deutsche Bank - Analyst : And just adjacent to that, have you started to use. I mean, I don't know how much software development you're doing presumably quite a lot. Have you started to see the benefit, the productivity benefits of AI to actually getting time to market and perhaps lowering your cost as well?

Question: Rob Sanders - Deutsche Bank - Analyst : Okay, thanks for that. And maybe just switching it earlier, the SVX remotes, speaker mic that product cycle. Can you just give us some more stats in terms of upgrade, progression of the installed base, share gains? And the AI features you just mentioned around voice, how have they been received, for example? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 27, 2025 / 6:45PM, MSI.N - Motorola Solutions Inc at Deutsche Bank Technology Conference

Question: Rob Sanders - Deutsche Bank - Analyst : Got it. That sounds very encouraging. And in terms of the video security access control area, how are you integrating AI, ML, video analytics into that space. Is that something where there's some interesting innovation cycles coming through?

Question: Rob Sanders - Deutsche Bank - Analyst : Got it. And that those services just you mentioned managed services, it made me think that, that might be a lower-margin business, but obviously, it's a way to create generate demand.

Question: Rob Sanders - Deutsche Bank - Analyst : So -- but you are willing to build out people as well to support their growth?

Question: Rob Sanders - Deutsche Bank - Analyst : Got it. And the last group, the sort of area of your product is command center. That area, what I'm interested is sort of areas like predictive analytics, those kinds of things. And when you look at that portfolio, are you concerned perhaps that best-of-breed competitors are potentially more nimble than you as you look at that portfolio?

Question: Rob Sanders - Deutsche Bank - Analyst : Okay. And I'm interested in your NLP capability and your realistic programming for processing unstructured reporting. Obviously, you're dealing with all sorts of different data which can be hard to kind of synthesize. So how are you doing that? And that seems to be an area where you could potentially create a lot of benefit for the customer.

Question: Rob Sanders - Deutsche Bank - Analyst : Just seeing there's anyone who wants to raise the hand, ask a question, please do. Otherwise, I'll continue. Can you discuss your R&D resourcing, obviously, it's a very dynamic time with AI. What might have been true five years ago is very different today in terms of how you think about where you want to pick your investment when it comes to talent. So how do you see that going forward in terms of where you need to invest?

Question: Rob Sanders - Deutsche Bank - Analyst : Got it. Yeah. No, obviously, the long-term dream is all the AI comes to the edge, and we can have edge compute without having to go to the cloud to a request from OpenAI or whoever, yeah, it makes sense. Maybe just the last couple of questions given the time. On the IP side, you've had a few infringement issues in the past. I can imagine there are some Chinese companies in particular that would love to have a lot of the IP you guys have. So how do you go around protecting your IP, given that you've had some challenges in the past?

Question: Rob Sanders - Deutsche Bank - Analyst : Yeah. Makes sense. And just -- I shouldn't end this before, but we discussed this transition to recurring revenue and the SaaS model. So how has that transition gone from sort of specialized hardware to a greater proportion of software? And what challenges have

Question: Rob Sanders - Deutsche Bank - Analyst : How do you see silicon in that whole equation? Do you feel the need that custom silicon is going to become more important, less important? How do you see that? Or are you happy to buy standard silicon?

Question: Rob Sanders - Deutsche Bank - Analyst : I mean the upgrade cycle presumably could accelerate, which would be the big benefit.

Question: Rob Sanders - Deutsche Bank - Analyst : Right. Well, let's leave it there. Thank you so much, everyone, for coming. And thanks again to Mahesh for flying over from Boston at short notice. So I appreciate it. Thank you.