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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Joe Cardoso | JPMorgan | 12 | 8% |
| Tomer Zilberman | Bank of America | 11 | 9% |
| Louie DiPalma | William Blair | 11 | 0% |
| Keith Housum | Northcoast Research | 10 | 0% |
| Ben Bollin | Cleveland Research | 9 | 0% |
| Tim Long | Barclays | 8 | 25% |
| Andy Spinola | UBS | 7 | 0% |
| Meta Marshall | Morgan Stanley | 6 | 0% |
| George Notter | Wolfe Research | 4 | 0% |
| Alyssa Shreves | Barclays | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 2 | 12 | 17% |
| JPMorgan | 1 | 12 | 8% |
| Bank of America | 1 | 11 | 9% |
| William Blair | 1 |
| 11 |
| 0% |
| Northcoast Research | 1 | 10 | 0% |
| Cleveland Research | 1 | 9 | 0% |
| Evercore ISI | 3 | 8 | 0% |
| UBS | 1 | 7 | 0% |
Motorola Solutions delivered record Q1 revenue with 7% growth and non-GAAP EPS of $3.37, as software and services surged 18%, Silvus continued exceeding expectations, and record backlog of $15.7 billion grew 11% with double-digit orders growth across the portfolio. Management raised FY2026 guidance to approximately $12.8 billion in revenue and $16.87-16.99 in non-GAAP EPS, absorbing supply chain cost headwinds from tariffs and memory while the AI-powered command center and SVX platforms gained traction.
Demand | Revenue Growth | M&A | Cloud & AI | Product Launch | Innovation & R&D | Competitive Dynamics | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 1 | 5 | 2 | 2 | ||
| 2025Q1 | 9 | 3 | 1 | 3 | 2 | 3 | 3 | |
| 2025Q2 | 4 | 6 | 5 | 3 | 5 | 4 | 1 | 1 |
| 2025Q3 | 4 | 4 | 7 | 4 | 6 | 1 | 3 | 1 |
| 2025Q4 | 7 | 6 | 3 | 5 | 2 | 1 | 1 | |
| 2026Q1 | 8 | 9 | 5 | 3 | 1 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 9 | 4 | 4 | 7 | 8 |
| Revenue Growth | 3 | 3 | 6 | 4 | 6 | 9 |
| M&A | 1 | 1 | 5 | 7 | 3 | 5 |
| Cloud & AI | 5 | 3 | 3 | 4 | 5 | |
| Product Launch | 2 | 5 | 6 | 2 | 3 | |
| Innovation & R&D | 2 | 3 | 4 | 1 | 1 | |
| Competitive Dynamics | 1 | 3 | 1 | 4 | ||
| Trade Tariffs | 2 | 3 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MSI Motorola Solutions | 7 | +7.4% | |
| CIEN Ciena Corporation | 10 | +33.1% | |
| CSCO Cisco Systems, Inc. | 9 | +12.0% | |
| HPE Hewlett Packard Enterprise | 8 | +19.1% | |
| LITE Lumentum Holdings Inc. | 9 | +90.1% | |
| SATS EchoStar Corporation | 4 | -4.3% | |
| ZBRA Zebra Technologies | 8 | +14.3% |