Subtext

Motorola Solutions, Inc. MSI

SectorInformation Technology
Transcripts57
Date range2011-04-28 – 2025-05-01
Calls charted57

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-14-7+0+7+142011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12011 Q1 · Overall: +9.82011 Q2 · Overall: +11.22011 Q3 · Overall: +9.32011 Q4 · Overall: +5.32012 Q1 · Overall: +6.32012 Q2 · Overall: +3.62012 Q3 · Overall: +7.22012 Q4 · Overall: +8.72013 Q1 · Overall: +2.22013 Q2 · Overall: +3.02013 Q3 · Overall: +8.32013 Q4 · Overall: +4.72014 Q1 · Overall: -1.12014 Q2 · Overall: +4.82014 Q3 · Overall: +7.62014 Q4 · Overall: +2.72015 Q1 · Overall: +9.72015 Q2 · Overall: +9.52015 Q3 · Overall: +6.82015 Q4 · Overall: +1.62016 Q1 · Overall: -0.72016 Q2 · Overall: +0.32016 Q3 · Overall: +2.72016 Q4 · Overall: +5.92017 Q1 · Overall: +1.12017 Q2 · Overall: +5.42017 Q3 · Overall: +4.62017 Q4 · Overall: +4.22018 Q1 · Overall: +4.72018 Q2 · Overall: +7.42018 Q3 · Overall: +4.42018 Q4 · Overall: +2.02019 Q1 · Overall: +1.62019 Q2 · Overall: +4.92019 Q3 · Overall: +7.32019 Q4 · Overall: +5.02020 Q1 · Overall: -2.12020 Q2 · Overall: +2.52020 Q3 · Overall: +8.12020 Q4 · Overall: +6.92021 Q1 · Overall: +9.12021 Q2 · Overall: +11.72021 Q3 · Overall: +7.12021 Q4 · Overall: +4.32022 Q1 · Overall: +6.02022 Q2 · Overall: +5.92022 Q3 · Overall: +3.72022 Q4 · Overall: +7.12023 Q1 · Overall: +9.82023 Q2 · Overall: +10.72023 Q3 · Overall: +7.22023 Q4 · Overall: +11.32024 Q1 · Overall: +4.92024 Q2 · Overall: +12.52024 Q3 · Overall: +8.82024 Q4 · Overall: +9.32025 Q1 · Overall: +11.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-25-13+0+13+252011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12011 Q1 · CEO: +16.42011 Q2 · CEO: +14.42011 Q3 · CEO: +13.42011 Q4 · CEO: +14.72012 Q1 · CEO: +12.32012 Q2 · CEO: +10.12012 Q3 · CEO: +10.12012 Q4 · CEO: +12.02013 Q1 · CEO: +4.22013 Q2 · CEO: +7.42013 Q3 · CEO: +11.82013 Q4 · CEO: +12.12014 Q1 · CEO: +5.92014 Q2 · CEO: +13.12014 Q3 · CEO: +14.72014 Q4 · CEO: +12.72015 Q1 · CEO: +20.42015 Q2 · CEO: +11.02015 Q3 · CEO: +13.72015 Q4 · CEO: +7.22016 Q1 · CEO: +9.82016 Q2 · CEO: +8.12016 Q3 · CEO: +12.72016 Q4 · CEO: +14.62017 Q1 · CEO: +6.92017 Q2 · CEO: +14.12017 Q3 · CEO: +7.02017 Q4 · CEO: +7.42018 Q1 · CEO: +8.72018 Q2 · CEO: +17.02018 Q3 · CEO: +17.02018 Q4 · CEO: +4.62019 Q1 · CEO: +9.62019 Q2 · CEO: +8.62019 Q3 · CEO: +7.42019 Q4 · CEO: +6.52020 Q1 · CEO: -0.62020 Q2 · CEO: +4.72020 Q3 · CEO: +18.72020 Q4 · CEO: +17.32021 Q1 · CEO: +13.02021 Q2 · CEO: +20.82021 Q3 · CEO: +6.42021 Q4 · CEO: +14.32022 Q1 · CEO: +9.52022 Q2 · CEO: +7.42022 Q3 · CEO: +6.72022 Q4 · CEO: +12.02023 Q1 · CEO: +15.32023 Q2 · CEO: +18.12023 Q3 · CEO: +11.02023 Q4 · CEO: +21.92024 Q1 · CEO: +14.12024 Q2 · CEO: +13.82024 Q3 · CEO: +18.62024 Q4 · CEO: +16.62025 Q1 · CEO: +16.32011 Q1 · CFO: +6.22011 Q2 · CFO: +16.12011 Q3 · CFO: +14.82011 Q4 · CFO: +1.22012 Q1 · CFO: +9.02012 Q2 · CFO: -2.42012 Q3 · CFO: +10.52012 Q4 · CFO: +9.52013 Q1 · CFO: -0.72013 Q2 · CFO: +3.22013 Q3 · CFO: +10.62013 Q4 · CFO: +2.02014 Q1 · CFO: +0.02014 Q2 · CFO: -0.62014 Q3 · CFO: +6.72014 Q4 · CFO: +6.72015 Q4 · CFO: +0.02016 Q2 · CFO: -2.32016 Q3 · CFO: -1.62016 Q4 · CFO: +9.32017 Q1 · CFO: +5.92017 Q2 · CFO: +0.72017 Q3 · CFO: +3.72017 Q4 · CFO: +6.32018 Q1 · CFO: +3.62018 Q2 · CFO: +3.32018 Q3 · CFO: -0.62018 Q4 · CFO: -0.52019 Q1 · CFO: +2.62019 Q2 · CFO: +2.12019 Q3 · CFO: +6.12019 Q4 · CFO: +4.42020 Q1 · CFO: -6.42020 Q2 · CFO: +0.02020 Q3 · CFO: +5.72020 Q4 · CFO: +2.72021 Q1 · CFO: +19.42021 Q2 · CFO: +11.02021 Q3 · CFO: +13.02021 Q4 · CFO: +6.02022 Q1 · CFO: +6.92022 Q2 · CFO: +4.12022 Q3 · CFO: +4.52022 Q4 · CFO: +10.02023 Q1 · CFO: +13.42023 Q2 · CFO: +16.62023 Q3 · CFO: +16.22023 Q4 · CFO: +13.72024 Q1 · CFO: +17.52024 Q2 · CFO: +20.02024 Q3 · CFO: +16.62024 Q4 · CFO: +11.32025 Q1 · CFO: +18.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-24-12+0+12+242011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12011 Q1 · Prepared remarks: +13.82011 Q2 · Prepared remarks: +20.52011 Q3 · Prepared remarks: +15.42011 Q4 · Prepared remarks: +7.62012 Q1 · Prepared remarks: +10.62012 Q2 · Prepared remarks: +8.12012 Q3 · Prepared remarks: +12.42012 Q4 · Prepared remarks: +8.82013 Q1 · Prepared remarks: +5.52013 Q2 · Prepared remarks: +5.52013 Q3 · Prepared remarks: +13.12013 Q4 · Prepared remarks: +10.42014 Q1 · Prepared remarks: +8.12014 Q2 · Prepared remarks: +10.12014 Q3 · Prepared remarks: +12.42014 Q4 · Prepared remarks: +6.42015 Q1 · Prepared remarks: +19.12015 Q2 · Prepared remarks: +20.22015 Q3 · Prepared remarks: +10.02015 Q4 · Prepared remarks: +5.32016 Q1 · Prepared remarks: +4.72016 Q2 · Prepared remarks: +4.52016 Q3 · Prepared remarks: +4.02016 Q4 · Prepared remarks: +12.42017 Q1 · Prepared remarks: +11.72017 Q2 · Prepared remarks: +1.92017 Q3 · Prepared remarks: +0.62017 Q4 · Prepared remarks: +5.92018 Q1 · Prepared remarks: +5.72018 Q2 · Prepared remarks: +3.72018 Q3 · Prepared remarks: +9.22018 Q4 · Prepared remarks: +0.52019 Q1 · Prepared remarks: +2.92019 Q2 · Prepared remarks: +3.92019 Q3 · Prepared remarks: +5.42019 Q4 · Prepared remarks: +8.92020 Q1 · Prepared remarks: -1.52020 Q2 · Prepared remarks: +3.12020 Q3 · Prepared remarks: +7.12020 Q4 · Prepared remarks: +7.22021 Q1 · Prepared remarks: +14.32021 Q2 · Prepared remarks: +12.12021 Q3 · Prepared remarks: +11.62021 Q4 · Prepared remarks: +10.02022 Q1 · Prepared remarks: +9.82022 Q2 · Prepared remarks: +6.52022 Q3 · Prepared remarks: +4.52022 Q4 · Prepared remarks: +9.32023 Q1 · Prepared remarks: +13.62023 Q2 · Prepared remarks: +18.82023 Q3 · Prepared remarks: +13.32023 Q4 · Prepared remarks: +15.12024 Q1 · Prepared remarks: +14.02024 Q2 · Prepared remarks: +14.42024 Q3 · Prepared remarks: +16.72024 Q4 · Prepared remarks: +10.52025 Q1 · Prepared remarks: +15.52011 Q1 · Q&A responses: +11.42011 Q2 · Q&A responses: +11.02011 Q3 · Q&A responses: +7.32011 Q4 · Q&A responses: +6.82012 Q1 · Q&A responses: +5.12012 Q2 · Q&A responses: +3.12012 Q3 · Q&A responses: +5.42012 Q4 · Q&A responses: +9.72013 Q1 · Q&A responses: +3.12013 Q2 · Q&A responses: +5.02013 Q3 · Q&A responses: +5.92013 Q4 · Q&A responses: +1.72014 Q1 · Q&A responses: -2.22014 Q2 · Q&A responses: +3.62014 Q3 · Q&A responses: +7.12014 Q4 · Q&A responses: +9.22015 Q1 · Q&A responses: +10.42015 Q2 · Q&A responses: +4.12015 Q3 · Q&A responses: +9.22015 Q4 · Q&A responses: -1.52016 Q1 · Q&A responses: -0.92016 Q2 · Q&A responses: +2.52016 Q3 · Q&A responses: +7.02016 Q4 · Q&A responses: +11.32017 Q1 · Q&A responses: +3.12017 Q2 · Q&A responses: +11.02017 Q3 · Q&A responses: +10.12017 Q4 · Q&A responses: +7.92018 Q1 · Q&A responses: +6.52018 Q2 · Q&A responses: +15.52018 Q3 · Q&A responses: +2.92018 Q4 · Q&A responses: +3.12019 Q1 · Q&A responses: +8.22019 Q2 · Q&A responses: +6.32019 Q3 · Q&A responses: +11.62019 Q4 · Q&A responses: +8.22020 Q1 · Q&A responses: +0.22020 Q2 · Q&A responses: +6.12020 Q3 · Q&A responses: +15.22020 Q4 · Q&A responses: +9.72021 Q1 · Q&A responses: +15.02021 Q2 · Q&A responses: +16.82021 Q3 · Q&A responses: +8.22021 Q4 · Q&A responses: +8.72022 Q1 · Q&A responses: +4.92022 Q2 · Q&A responses: +6.52022 Q3 · Q&A responses: +4.12022 Q4 · Q&A responses: +11.12023 Q1 · Q&A responses: +13.12023 Q2 · Q&A responses: +8.52023 Q3 · Q&A responses: +7.62023 Q4 · Q&A responses: +16.72024 Q1 · Q&A responses: +12.82024 Q2 · Q&A responses: +15.32024 Q3 · Q&A responses: +15.92024 Q4 · Q&A responses: +13.82025 Q1 · Q&A responses: +12.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.34$8.71$15.082011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12014 Q1: $4.132014 Q2: $3.752014 Q3: $3.222014 Q4: $3.352015 Q1: $3.502015 Q2: $3.602015 Q3: $3.742015 Q4: $3.932016 Q1: $4.662016 Q2: $4.752016 Q3: $4.932016 Q4: $5.152017 Q1: $5.252017 Q2: $5.412017 Q3: $5.632017 Q4: $5.842018 Q1: $6.752018 Q2: $7.092018 Q3: $7.392018 Q4: $7.602019 Q1: $7.862019 Q2: $8.122019 Q3: $8.442019 Q4: $8.572020 Q1: $8.962020 Q2: $8.012020 Q3: $8.332020 Q4: $8.592021 Q1: $8.862021 Q2: $9.282021 Q3: $9.642021 Q4: $9.882022 Q1: $10.162022 Q2: $10.472022 Q3: $10.902022 Q4: $11.202023 Q1: $11.542023 Q2: $11.862023 Q3: $12.202023 Q4: $12.662024 Q1: $13.032024 Q2: $13.612024 Q3: $14.20

Forward P/E

12.9022.4832.062011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12014 Q1: 15.922014 Q2: 17.742014 Q3: 19.212014 Q4: 19.102015 Q1: 19.022015 Q2: 16.132015 Q3: 18.032015 Q4: 17.692016 Q1: 15.522016 Q2: 14.222016 Q3: 15.312016 Q4: 16.102017 Q1: 16.222017 Q2: 15.702017 Q3: 15.282017 Q4: 16.092018 Q1: 16.132018 Q2: 16.022018 Q3: 16.852018 Q4: 15.662019 Q1: 17.952019 Q2: 20.502019 Q3: 19.972019 Q4: 18.602020 Q1: 16.552020 Q2: 17.492020 Q3: 18.862020 Q4: 19.432021 Q1: 20.472021 Q2: 22.612021 Q3: 25.312021 Q4: 26.582022 Q1: 22.332022 Q2: 19.392022 Q3: 22.222022 Q4: 23.732023 Q1: 22.412023 Q2: 23.482023 Q3: 22.962023 Q4: 25.822024 Q1: 26.392024 Q2: 28.192024 Q3: 30.74

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↑ +5.9 fwd EPS ↓ -0.37 Tone rose while the forward EPS estimate was cut.
  • 2014 Q3 tone ↑ +2.8 fwd EPS ↓ -0.53 Tone rose while the forward EPS estimate was cut.
  • 2014 Q4 tone ↓ -4.9 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↓ -2.7 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -5.2 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -2.3 fwd EPS ↑ +0.73 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -4.8 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -3.0 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -2.4 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -2.3 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -7.1 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +4.6 fwd EPS ↓ -0.95 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -4.6 fwd EPS ↑ +0.36 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -2.8 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -2.2 fwd EPS ↑ +0.43 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -3.5 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -6.4 fwd EPS ↑ +0.37 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -3.7 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+11.5——View →
2024 Q42025-02-13+9.3——View →
2024 Q32024-11-07+8.8$14.2030.7View →
2024 Q22024-08-01+12.5$13.6128.2View →
2024 Q12024-05-02+4.9$13.0326.4View →
2023 Q42024-02-08+11.3$12.6625.8View →
2023 Q32023-11-02+7.2$12.2023.0View →
2023 Q22023-08-03+10.7$11.8623.5View →