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Motorola’s D-Fend Acquisition — Can Counter-Drone Tech Broaden Its Public Safety Empire?

Motorola Solutions reported second quarter results marked by broad-based revenue growth, margin expansion, and a solid backlog increase, supported by strong demand across its mission-critical communications portfolio. The company’s total revenue increased 13% year-over-year, driven by double-digit growth in both its main business segments—Products and Systems Integration (PSI) and Software and Services—as well as across its three core technology categories. The PSI segment grew 15%, notably propelled by higher-than-expected sales in public safety Land Mobile Radio (LMR) networks and a continued strong performance from Silvus Technologies. Meanwhile, Software and Services revenue increased 10%, supporting the company’s shift toward subscription-based, multiyear contracts and software-enabled solutions. Operating profitability benefited from operational leverage despite higher direct material costs and increased investments. Non-GAAP operating margins expanded 140 basis points excluding a one-time $60 million benefit from IEEPA tariff refunds, with overall GAAP operating margin reaching 25.8%.