That said, it has been a while since Motorola made a sustained push into the flagship category. Its premium ambitions in recent years have largely been tied to the Razr lineup, which leaned heavily into design and nostalgia rather than all-round flagship performance. Those efforts felt more experimental than definitive.This year, however, things appear to be moving much faster. With the launch of Signature and the upcoming Razr Fold, Motorola seems more confident in its premium strategy than it has been in ...

Key Takeaways MSI's Silvus launched the StreamCaster MINI 5200 to enhance secure communications for ground forces.Ultra-compact, IP68-rated system supports 100 Mbps performance in harsh environments.Silvus' MN-MIMO powers adaptive mesh networks with real-time data and video across hundreds of nodes.Silvus Technologies, a wholly owned subsidiary of Motorola Solutions, Inc. (MSI) , recently announced the launch of StreamCaster MINI 5200 (SM5200), an advanced system designed to boost the communication capabili ...

Key Points Home to mission-critical and niche software solutions, these stocks shouldn't be easily disrupted by AI. Down 20% and 32% from their 52-week highs, both companies are trading at reasonable valuations. These two Steady Eddie stocks have increased their dividends for 47 consecutive years combined. 10 stocks we like better than Motorola Solutions › So far in 2026, the S&P 500 continues to float near its all-time high. However, not all industries have joined in on this success. Take the br ...

Core Viewpoint - Motorola Solutions, Inc. is recognized for its potential in the communication and security technology sector, with expectations for continued revenue and earnings growth despite facing challenges [2]. Group 1: Company Performance - Motorola Solutions, Inc. reported an 8% increase in revenues and a 9% increase in earnings per share for the fourth quarter of 2025, with similar growth anticipated for 2026 [2]. - The company is experiencing accelerated organic orders in both products and services, moving into double-digit growth [2]. Group 2: Market Position and Strategy - The stock underperformed in 2025, but the recent sell-off has led to more attractive relative and historical forward price-to-earnings multiples, prompting investment firms to increase their positions in the stock [2]. - There is a belief that Motorola Solutions can compete effectively against rivals like Axon, indicating confidence in the company's strategic direction [1].

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter. The firm anticipates stronger market volatility in the coming years and has moderated its enthusiasm. A copy of the letter can be downloaded here. The Wedgewood Composite returned -1.8% (net) in the fourth quarter compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russell 1000 Value Index’s 3.8% returns. YTD, the Composite gained 4.3% compared to 17.9%, 18.6%, and 15.9% returns ...

Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers comprehensive services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The company specializes in disruptive technologies that are reshaping modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Motorola Solutions, Inc. (MSI) is set to announce its fiscal Q4 earnings for 2025, with a current market cap of $64.8 billion [1] Financial Performance - Analysts anticipate MSI will report a profit of $4.03 per share for Q4 2025, reflecting a 7.5% increase from $3.75 per share in the same quarter last year [2] - For the current fiscal year ending in December, MSI is expected to report a profit of $13.85 per share, an 8.8% increase from $12.73 per share in fiscal 2024 [3] - The company's EPS is projected to grow by 6.6% year-over-year to $14.76 in fiscal 2026 [3] Recent Earnings Results - MSI reported better-than-expected Q3 earnings, with record revenue, earnings, and cash flow, driven by strong demand for safety and security solutions [5] - Q3 revenue increased by 7.8% year-over-year to $3 billion, slightly beating consensus expectations [5] - Adjusted EPS for Q3 rose by 8.6% year-over-year to $4.06, exceeding analyst estimates by 4.2% [5] Stock Performance and Analyst Ratings - Over the past 52 weeks, MSI's stock has declined by 15.5%, underperforming the S&P 500 Index's 18.6% return and the State Street Technology Select Sector SPDR ETF's 27.1% increase [4] - Wall Street analysts maintain a "Strong Buy" rating for MSI, with eight out of twelve analysts recommending "Strong Buy," one suggesting "Moderate Buy," and three indicating "Hold" [6] - The mean price target for MSI is $493.78, suggesting a potential upside of 26.9% from current levels [6]

Key Takeaways Motorola highlighted AI-driven tools shifting security from detection to proactive safety.MSI's Avigilon Visual Alerts uses conversational AI to detect custom events across large camera networks.Motorola sees strong demand for LMR and video security, with Q4 2025 non-GAAP EPS guided at $4.30-$4.36.Motorola Solutions, Inc. ((MSI) recently highlighted how its latest AI-driven innovations are helping critical enterprises and security providers shift from reactive incident detection to proactive s ...

Industry Overview - The Zacks Wireless Equipment industry is positioned to benefit from strong demand trends due to the rapid deployment of 5G and the transition to cloud and fiber networks [1][4] - The industry includes companies providing networking solutions, wireless telecom products, and related services for voice and data communications [3] Growth Drivers - The deployment of 5G is expected to enhance scalability, security, and mobility, driving the proliferation of IoT [4] - Expansion of fiber optic networks to support 4G LTE and 5G standards is anticipated to act as a tailwind for the industry [4] - Network convergence is being pursued, combining voice, video, and data communications into a single network, which is expected to reduce service delivery costs and expand coverage [5] Profitability Challenges - Short-term profitability is compromised due to high infrastructure investments and costs associated with first-generation 5G products [6] - Geopolitical tensions, supply chain disruptions, and high customer inventory levels are additional factors affecting profitability [6] Integrated Services - Industry participants offer mission-critical communication infrastructure and services that enhance operational efficiency and safety for mobile workforces [7] Market Performance - The Zacks Wireless Equipment industry has outperformed the S&P 500, with a growth of 26.4% over the past year compared to the S&P 500's 21.1% [10] - The industry is currently trading at an EV/EBITDA of 31.46X, higher than the S&P 500's 18.87X and the sector's 19.76X [13] Key Companies - **Motorola Solutions, Inc. (MSI)**: A leading communications equipment manufacturer with a strong market position, experiencing robust demand for video security products [16] - **Ubiquiti Inc. (UI)**: Offers a comprehensive portfolio of networking products, benefiting from growth opportunities in both emerging and developed economies [19] - **Clearfield, Inc. (CLFD)**: A leading provider of fiber optic products, witnessing strong demand for its home deployment kits, which enhance deployment efficiency [22]

Core Viewpoint - The MC34063, introduced by Motorola in the early 1980s, has become a universal solution for "good enough" power conversion, offering a low-cost, highly versatile DC-DC conversion option despite not being the most efficient [1][4]. Group 1: Historical Context and Development - The MC34063 integrates key elements of a switching regulator into an 8-pin IC, allowing for buck, boost, or inverting conversions with minimal external components [1][3]. - At the time of its release, most low-cost designs relied on linear regulators, which were inefficient. The MC34063 provided a single-chip solution that was flexible and cost-effective, addressing the industry's need for affordable DC-DC converters [4][5]. Group 2: Technical Specifications and Performance - The MC34063 supports input voltages from 3V to 40V and includes features like a 1.25V reference voltage source, comparator, driver stage, and a 1.5A peak current switch [3][4]. - Although it is not the most elegant or efficient design, its flexibility has led to widespread adoption in various applications, including automotive adapters and consumer electronics [5][12]. Group 3: Market Position and Longevity - The MC34063's success is attributed to its practicality and low expectations, making it a staple in low-cost designs where simplicity and cost are prioritized over performance [13]. - Despite advancements in technology leading to more efficient controllers, the MC34063 remains relevant in markets such as small appliances and industrial controllers, where its functionality meets the needs of cost-sensitive applications [13][12].