Public safety communications
Motorola Solutions, Inc.
Motorola Solutions sells mission critical radio networks, video security, command center software and services to public safety, defense and enterprise customers. It relies on contract manufacturers such as Jabil and chip suppliers such as GlobalFoundries, and in 2025 it acquired Silvus to add tactical data networking.
MSI Updated Sep 11, 2026 3 AI consumers· 1 recurring
Per the valuechain.wiki graph, Motorola Solutions, Inc. is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 10 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · $11.682 billion total revenue in FY2025
- Segments · Products and Systems Integration · Software and Services
Revenue from
- UK Home Office High confidence· Amount £197M (est.) · FY2020-FY2029 annualized · CMA estimate of the annual revenue reduction needed to eliminate returns above a reasonable level
The UK Home Office negotiates Airwave charges on behalf of the emergency services. The Competition and Markets Authority found that weak competition allowed prices above the competitive level and imposed a price cap.Confirms EN UK Competition and Markets Authority Published Jan 30, 2025: CMA wins appeal in emergency services caseConfirms EN UK Competition and Markets Authority Published Apr 13, 2023: Mobile radio network services market investigation: Final report - U.S. Department of Defense High confidence· Contract value $35M · 2024-09-28/2025-09-27 · Base contract award for sustainment of the Commander, Navy Installations Command ELMR system
The U.S. Navy awarded Motorola Solutions the sustainment work for the ELMR systems used by first responders at installations worldwide. The metric states the base award and excludes unexercised options.
Pays to
- Jabil High confidence
Motorola Solutions contracted Jabil to operate manufacturing facilities transferred to it. Public materials do not disclose the amount paid to Jabil.Confirms EN Motorola Solutions Published Feb 8, 2024: Motorola Solutions Q4 2023 Earnings Conference Call - GlobalFoundries High confidence
GlobalFoundries manufactures critical Motorola Solutions radio chips in Vermont. The value of the long-term supply agreement has not been disclosed.Confirms EN Motorola Solutions Published May 19, 2022: GlobalFoundries and Motorola Solutions Announce Strategic Agreement for Chip Supply
Investments
- Silvus Technologies High confidence· Amount $4.4B · Acquired 2025-08-06 · Silvus purchase price, net of cash acquired and customary purchase price adjustments
Motorola Solutions acquired Silvus, a developer of high-speed MANET equipment and software, in a primarily cash transaction. The metric states the purchase price and excludes potential performance-based earnout payments.Mentions KO Newspim Published Jun 2, 2026: Motorola to Acquire D-Fend for $1.5 Billion as It Expands in Counter-Drone SystemsConfirms KO Motorola Solutions Published Aug 11, 2025: Motorola Solutions Completes Acquisition of Silvus Technologies Holdings
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Motorola Solutions, Inc. | node | +61.9 | -3.8 | +23 | +49.1 | -16.2 | +22.8 |
| Jabil | benef1 | +66.4 | -2.5 | +87.4 | +13.3 | +58.7 | +36.3 |
| GlobalFoundries | benef1 | · | -17.1 | +12.5 | -29.2 | -18.6 | +29.7 |
| Soitec | benef2 | -3.7 | -13.4 | -2.3 | -37.4 | -68.9 | +386.9 |
| Lam Research | benef2 | +53.7 | -40.7 | +88.6 | -6.8 | +139.2 | +80.1 |
| Applied Materials | benef2 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +77.6 |
| ASML | benef2 | +64.1 | -30.5 | +39.9 | -7.7 | +55.8 | +61.1 |
| KLA | benef2 | +68 | -11.2 | +56 | +9.4 | +94.5 | +53.3 |
| Cadence Design Systems | benef2 | +36.6 | -13.8 | +69.6 | +10.3 | +4 | -6.4 |
| Synopsys | benef2 | +42.1 | -13.4 | +61.3 | -5.7 | -3.2 | -16.2 |
YTD as of 2026-09-04 · source: Yahoo Finance
Motorola Solutions, Inc. operates across Public safety communications. It is +22.8% in 2026. The stock (+22.8%) and its supply side (avg +33%) are moving in step. Among connected nodes the furthest ahead is Jabil (+36.3%) and the furthest behind is GlobalFoundries (+29.7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It relies on contract manufacturers such as Jabil and chip suppliers such as GlobalFoundries, and in 2025 it acquired Silvus to add tactical data networking.
Analysis generated from returns as of 2026-09-04