HIGHOutside partySupplier
single-source vendors
“10-K Item 1: 'We currently procure certain materials and components, inclusive of memory, from single-source vendors.'”
MSI · Concentration risk · 10-K extracted
Motorola Solutions (MSI) concentration risks
Updated
The most significant concentration Motorola Solutions discloses is single-source vendors, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Motorola Solutions’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM1
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
28%
outside North America
“10-K Item 1A: 'In 2025, 28% of our revenue was generated outside of North America.'”
LOWBuilt-in & outside partyCustomer
8%
U.S. government
“10-K Item 1: 'Our largest customer is the U.S. government ... representing approximately 8% of our consolidated net sales in 2025.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's disclosed concentration profile spans supply, geographic, and customer dimensions, each at a different level of materiality. On the supply side, certain materials and components, inclusive of memory, are currently procured from single-source vendors — a high share by disclosed size with a dependency character. Single-source procurement arrangements for critical components create a pinch point where production continuity depends on a single vendor's capacity, pricing, and delivery reliability, and qualifying alternates typically requires time and qualification effort. The geographic dimension is moderate: 28% of revenue was generated outside North America in 2025 — a moderate share by disclosed size with a structural character reflecting the company's international public safety and enterprise communications footprint. The structural character means this exposure moves with broad international macro and currency trends rather than with any single counterparty. The customer exposure is the smallest of the three disclosures: the U.S. government is the largest customer, representing approximately 8% of consolidated net sales in 2025 — a small share by disclosed size with mixed character, combining structural positioning in government communications with dependency on appropriations and program continuity. At that share, the U.S. government relationship is notable as the named largest buyer but does not dominate the revenue base. Together, the profile is most concentrated on the supply side, where single-source arrangements are the highest-share and highest-dependency element. Geographic and customer exposures are moderate and small respectively.
For the engine’s reasoning on MSI’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Communication Equipment
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AAOI | Applied Optoelectronics, Inc. | 2 | 1 | 0 | 3 |
| MSI● | Motorola Solutions, Inc. | 1 | 1 | 1 | 3 |
| CSCO | Cisco Systems, Inc. | 1 | 0 | 0 | 1 |
| CIEN | Ciena Corporation | 0 | 2 | 2 | 4 |
| BDC | Belden Inc | 0 | 2 | 1 | 3 |
| ASTS | AST SpaceMobile, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.