Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbrands’ Top 100 Brand list for most of the 2000s.
I’m joined by Portfolio Manager, Joseph Shaposhnik. We discuss how Motorola achieved stealth success over the past 15 years while Apple overtook its iconic flip phone. We also cover how CEO Greg Brown worked with two, and arguably three, activist investors to focus on mission-critical communications, a very specific customer segment, and a more blended hardware-software model. It’s a truly great example of a business finding a niche and executing to a T. Please enjoy this Breakdown on Motorola.
Show Notes
(00:00:00) Welcome to Business Breakdowns
(00:05:35) The Fall and Rise of Motorola Solutions
(00:07:05) Greg Brown’s Strategic Leadership
(00:12:26) Motorola’s Business Model and Market Position
(00:16:27) Land Mobile Radio Networks Explained
(00:23:26) Video Security and Command Centers
(00:28:53) Financial Performance and Growth Strategy
(00:33:12) Motorola’s Strong Pricing Power
(00:37:27) Saturating The Customer Through Acquisitions
(00:41:38) Competitive Landscape and Future Prospects
(00:45:03) The Threat of Competition In Software
(00:50:23) Motorola as an Acquisition Target
(00:52:39) Lessons from Motorola Solutions