How Google's Encrypted 911 Video Integration At Motorola Solutions (MSI) Has Changed Its Investment Story

• In December 2025, Google and Motorola Solutions announced that Android users can now share encrypted, live video with 911 call handlers within seconds, integrated directly into Motorola’s VESTA 911 and VESTA NXT command center software used by a large share of North American public safety answering points.
• This collaboration not only streamlines emergency video sharing but also reinforces Motorola Solutions’ role at the core of next-generation, privacy-conscious public safety infrastructure.
• We’ll now examine how embedding Android Emergency Live Video directly into Motorola’s 911 software could influence its evolving software-and-services investment narrative.

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Motorola Solutions Investment Narrative Recap

To own Motorola Solutions, you need to believe that secure, mission critical communications will remain central to public safety and that the company can keep shifting toward higher margin software and services. The new Android Emergency Live Video integration fits that story, but it does not change the near term focus on executing its software driven growth plan or the key risk that government budget cycles and funding delays can still create uneven revenue and earnings.

The recent dividend increase to US$1.21 per share underlines management’s confidence and ongoing cash generation, even as Motorola invests in AI, video security and next generation 911 capabilities like the Google integration. For investors watching catalysts, the combination of growing recurring software revenue and consistent capital returns sits alongside execution risk in newer areas such as Silvus powered unmanned systems and international cloud deployments.

Yet while this all sounds attractive, investors also need to be aware that...

Read the full narrative on Motorola Solutions (it's free!)

Motorola Solutions' narrative projects $13.8 billion revenue and $2.8 billion earnings by 2028. This requires 7.5% yearly revenue growth and roughly a $0.7 billion earnings increase from $2.1 billion today.

Uncover how Motorola Solutions' forecasts yield a $493.60 fair value, a 36% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently estimate Motorola Solutions’ fair value between about US$373 and US$494 per share, highlighting wide individual opinion. You should weigh those views against the reliance on multi year government budgets and funding cycles, which can influence how quickly Motorola’s software and services story translates into reported results.

Explore 4 other fair value estimates on Motorola Solutions - why the stock might be worth just $373.17!

Build Your Own Motorola Solutions Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Motorola Solutions research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Motorola Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Motorola Solutions' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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