MS

Motorola Solutions, Inc. stock research

Apr 1, 2023

FY2023 Q1

Motorola Solutions (MSI) Gross Margin — Quarter Ended Apr 1, 2023

For the current quarter, revenue and gross profit both decreased from the prior quarter but increased from the same quarter last year. Gross margin weakened sequentially but improved compared to the year-ago period.

Gross margin takeaway

Quarter ended Apr 1, 2023 · FY2023 Q1

For the current quarter, revenue and gross profit both decreased from the prior quarter but increased from the same quarter last year. Gross margin weakened sequentially but improved compared to the year-ago period.

  • The most notable driver is the year-over-year improvement in gross margin, as revenue grew faster than cost of revenue compared to the same quarter one year earlier.
  • Compared to the immediately preceding quarter, gross margin was lower, reflecting a larger decline in revenue relative to cost of revenue. Compared to the same quarter one year earlier, gross margin was higher, driven by a greater increase in revenue than in cost of revenue.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

48.2%

Gross profit

$1.0B

Revenue

$2.2B

Cost of revenue

$1.1B

Quarter-over-quarter change

n/a

Year-over-year change

+2.9 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Apr 1, 2023$2.2B$1.0B$1.1B48.2%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Apr 2, 2022

+2.9 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The most notable driver is the year-over-year improvement in gross margin, as revenue grew faster than cost of revenue compared to the same quarter one year earlier.

Compared to the immediately preceding quarter, gross margin was lower, reflecting a larger decline in revenue relative to cost of revenue. Compared to the same quarter one year earlier, gross margin was higher, driven by a greater increase in revenue than in cost of revenue.

Monitor the impact of higher working capital and a one-time cash tax payment on operating cash flows, as noted in the filing.