Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 5 p.m. ET CALL PARTICIPANTS Chair of the Board of Directors — Simon Allen Chief Executive Officer — Philip Moyer Chief Financial Officer — Robert Sallmann TAKEAWAYS Total revenue -- $434 million, up 4.2% year over year, primarily driven by higher education segment performance. -- $434 million, up 4.2% year over year, primarily driven by hi...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 5 p.m. ET CALL PARTICIPANTS Chair of the Board of Directors — Simon Allen Chief Executive Officer — Philip Moyer Chief Financial Officer — Robert Sallmann TAKEAWAYS Total revenue -- $434 million, up 4.2% year over year, primarily driven by higher education segment performance. -- $434 million, up 4.2% year over year, primarily driven by higher education segment performance. Reoccurring revenue -- $357 million, up 14.8% year over year, accounting for 82% of total revenue. -- $357 million, up 14.8% year over year, accounting for 82% of total revenue. Digital revenue -- $364 million, up 11% year over year, representing 84% of total revenue. -- $364 million, up 11% year over year, representing 84% of total revenue. Adjusted EBITDA -- $136 million, up 7.7% year over year, with a margin of 31.3%. -- $136 million, up 7.7% year over year, with a margin of 31.3%. Gross profit margin -- 85.3%, up nearly 100 basis points year over year, attributed to digital revenue mix and operational efficiency. -- 85.3%, up nearly 100 basis points year over year, attributed to digital revenue mix and operational efficiency. Remaining performance obligation (RPO) -- $1.7 billion at quarter-end, with anticipated increases from upcoming K-12 cycles. -- $1.7 billion at quarter-end, with anticipated increases from upcoming K-12 cycles. Higher education revenue -- $225 million, up 24% year over year; reoccurring revenue up 33.5%, digital revenue up 24.8%. -- $225 million, up 24% year over year; reoccurring revenue up 33.5%, digital revenue up 24.8%. Higher education market share -- Achieved record 30% share, supported by the Evergreen platform, ALEKS Calculus, and inclusive access expansion. -- Achieved record 30% share, supported by the Evergreen platform, ALEKS Calculus, and inclusive access expansion. K-12 revenue -- $128 million, down 14.6% year over year, attributed to a smaller market and tough prior-year comparisons; reoccurring re...
Earnings Call Insights: Motorola Solutions (MSI) Q4 2025 Management View Gregory Brown, Chairman & CEO, reported "Q4 was an exceptional quarter across the board with record revenue in both segments, record operating earnings and record operating margins." Brown highlighted a 26% growth in orders and a year-end backlog of $15.7 billion, up $1 billion year-over-year. He also noted that "revenue incr...
Earnings Call Insights: Motorola Solutions (MSI) Q4 2025 Management View Gregory Brown, Chairman & CEO, reported "Q4 was an exceptional quarter across the board with record revenue in both segments, record operating earnings and record operating margins." Brown highlighted a 26% growth in orders and a year-end backlog of $15.7 billion, up $1 billion year-over-year. He also noted that "revenue increased by 8%, EPS by 11%" for the full year and identified a record operating cash flow of $2.8 billion, up 19%. Brown emphasized their fifth consecutive year of double-digit EPS growth and first-ever 30-plus annual operating margin. He stated, "our record backlog position, strong demand environment, and expanding product and services portfolio are all informing our expectations for another strong year." Jason Winkler, Executive VP & CFO, added "Revenue for the quarter grew 12% and was above our guidance with double-digit growth in both segments and all 3 technologies." He stated, "GAAP operating earnings were $944 million or 27.9% of sales... Non-GAAP operating earnings were $1.1 billion, up 19% from the year ago quarter and non-GAAP operating margin was a record 32.1%." Winkler also reported "GAAP earnings per share was $3.86" and "Non-GAAP EPS was $4.59, up 14% from $4.04." Winkler highlighted "Q4 operating cash flow was $1.3 billion" and a "record free cash flow of $2.6 billion, up 21%." He detailed $4.9 billion for acquisitions, $1.2 billion in share repurchases, and an 11% dividend increase, marking "our 14th consecutive year of double-digit increases." New product highlights included the launch of the Assist Suites, "integrating our most critical AI-powered applications around 2 key roles in public safety, the dispatcher and the officer," offered at $99 per user per month. Brown noted shipment of over 15,000 SVX devices and FedRAMP approval for their APX NEXT radios. Outlook Winkler stated, "We expect Q1 sales to be up between 6% and 7% with non-GAAP EPS between $3.20...
Funtap/iStock via Getty Images Supply chain stability will remain a central consideration for technology firms that operate within complex global ecosystems. - Jennison Associates, LLC Market in Review The Information Technology sector ended 2025 with more moderate performance after an exceptional run earlier in the year. Artificial Intelligence ("AI") and large-cap technology names continued to s...
Funtap/iStock via Getty Images Supply chain stability will remain a central consideration for technology firms that operate within complex global ecosystems. - Jennison Associates, LLC Market in Review The Information Technology sector ended 2025 with more moderate performance after an exceptional run earlier in the year. Artificial Intelligence ("AI") and large-cap technology names continued to support overall market strength, while renewed concerns about the durability of AI investment and elevated valuations contributed to increased volatility during the quarter. Supportive Federal Reserve policy, along with moderating but still positive economic growth, helped sustain investor confidence in the continued adoption of AI-enabled products. After several quarters of outsized gains, growth leadership in the sector cooled, as investors rotated toward cyclical or value-oriented areas. Concerns about high valuation left little room for earnings disappointments, and several companies experienced share price pullbacks even when results met expectations. However, long-term fundamentals for technology remained intact, supported by persistent demand for digital transformation, cloud infrastructure, and AI integration. Momentum within the technology landscape remained centered on artificial intelligence, edge computing, or advanced semiconductor design. AI-driven capital expenditures continued as enterprises sought productivity gains or cost efficiencies, even while investors reassessed the pace of near-term monetization. At the same time, cybersecurity vendors saw sustained demand because secure-by-design architectures gained importance in increasingly AI-augmented environments. Portfolio Performance During the fourth quarter, the Harbor Transformative Technologies ETF ("ETF") returned 1.88% (NAV), underperforming its benchmark, the Nasdaq 100 Total Return Index ("Index"), which returned 2.47%. Stock selection was a headwind to relative performance in aggregate. Holdings in ...
Representative Don Bacon from Nebraska was one of the six Republicans who crossed the aisle to join Democrats in approving the measure. Before the vote, he said "tariffs have been a 'net negative' for the economy and are a significant tax that American consumers, manufacturers, and farmers are paying."
Representative Don Bacon from Nebraska was one of the six Republicans who crossed the aisle to join Democrats in approving the measure. Before the vote, he said "tariffs have been a 'net negative' for the economy and are a significant tax that American consumers, manufacturers, and farmers are paying."