MS

Motorola Solutions, Inc. stock research

Jul 1, 2023

FY2023 Q2

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

Revenue and gross profit were higher than both the immediately preceding quarter and the same quarter one year earlier, while cost of revenue increased relative to the prior quarter but was unchanged from a year ago. The resulting gross margin improved compared to both prior periods.

Gross margin takeaway

Quarter ended Jul 1, 2023 · FY2023 Q2

Revenue and gross profit were higher than both the immediately preceding quarter and the same quarter one year earlier, while cost of revenue increased relative to the prior quarter but was unchanged from a year ago. The resulting gross margin improved compared to both prior periods.

  • Compared to the year-ago quarter, gross profit increased while cost of revenue remained stable, supporting a wider gross margin. The period-over-period improvement is also visible relative to the preceding quarter.
  • Gross margin was higher than the preceding quarter and higher than the same quarter one year earlier. Revenue and gross profit were also higher in both comparisons.

Gross margin snapshot

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

Gross margin

49.5%

Gross profit

$1.2B

Revenue

$2.4B

Cost of revenue

$1.2B

Quarter-over-quarter change

+1.3 pts

Year-over-year change

+3.2 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%
Jul 1, 2023$2.4B$1.2B$1.2B49.5%

Quarterly comparisons

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

Previous-quarter change

Apr 1, 2023

+1.3 pts

Year-over-year change

Jul 2, 2022

+3.2 pts

What the margin says

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

Compared to the year-ago quarter, gross profit increased while cost of revenue remained stable, supporting a wider gross margin. The period-over-period improvement is also visible relative to the preceding quarter.

Gross margin was higher than the preceding quarter and higher than the same quarter one year earlier. Revenue and gross profit were also higher in both comparisons.

Monitor the mix between product and service revenue, as disclosed in the filing, since product sales carry a higher gross margin than services and any shift could influence overall margin.