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▶ 55:08 · $MSI · Motorola Solutions ($90B market cap) dominates land-mobile radio and is aggressively consolidating public safety tech with 40 acquisitions in two years
episode briefing
Stripe

Garrett Langley of Flock Safety on building technology to solve crime

2026-03-05 · 6 company · 7 thematic
sentiment
3 bull1 bear2 neu
speakers
garrett langley

Electrical engineer from Georgia Tech who started Flock Safety in 2017 after a neighborhood crime went unsolved. Grew the company to 6,000+ city contracts, ~$500M ARR, and profitability by building an integrated camera, drone, and software platform for law enforcement and enterprise security.

quote
“It's Motorola, who's the biggest. They're about a $90 billion market cap, 120 years old. Invented the radio, still are the… I think they have 80% market share globally of landmass radio. ... You see, I think Motorola has done 40 acquisitio…”
—garrett langley

episode shorts · 3

Three reasons why drones change policing

How Flock tracks homicide suspects

Why crimes go cold

now playing · $MSI
$FLOCK-SAFETYbullish· high· posgarrett langley
Flock Safety hits $500M ARR covering 50%+ US population with camera+dronenetwork
Flock has built a dominant public safety platform with 6,000+ city contracts, ~$500M ARR growing from zero in 7 years, profitable core business generating hundreds of millions in…
$LOW···bullish· mediumgarrett langley
Lowe's shrink falls by an order of magnitude with Flock
Langley said Lowe's, a Flock customer, reduced shrink by an order of magnitude to the point that it is no longer a material problem.
$HIKVISIONbearish· mediumgarrett langley
Chinese state-subsidized Hikvision undercuts Western public safety vendors on price, raising data sovereignty concerns
Hikvision, described as a CCP subsidiary, bid ~10x lower than Flock for a Mexico City-scale deal because of federal subsidies. The Mexican government chose Hikvision despite data…
$MSI···neutral· mediumgarrett langley
Motorola Solutions ($90B market cap) dominates land-mobile radio and is aggressively consolidating public safety tech with 40 acquisitions in two years
Motorola is the 120-year-old incumbent with ~80% global landmass radio share. They are the largest competitor across every Flock product line and are using their distribution adva…
$AXON···neutral· mediumgarrett langley
Axon at $40B market cap is Flock's primary public competitor across cameras, body cams, and evidence management
Axon (formerly Taser) went public in 2005, rebranded in 2012-2015, acquired body cam vendor for NYPD contract, now competes directly with Flock on fixed license-plate readers and…
$WDC···bullish· lowgarrett langley
AI data-center buildout drove 3-4x spot price surge for SanDisk NAND, signaling memory supply chain tightness
Flock's supply-chain team saw a critical SSD component jump 3-4x in price when a hyperscaler (likely Apple/Samsung) placed a massive order for AI servers. Western Digital stock su…