Axon Enterprise, Inc. (NASDAQ:AXON ) William Blair 45th Annual Growth Stock Conference June 5, 2025 9:40 AM ET Company Participants Joshua M. Isner - President Conference Call Participants Jonathan Frank Ho - William Blair & Company L.L.C.
Axon Enterprise, Inc. (NASDAQ:AXON ) TD Cowen's 53rd Annual Technology, Media & Telecom Conference May 28, 2025 9:40 AM ET Company Participants Josh Isner - President Conference Call Participants Andrew Sherman - TD Cowen Andrew Sherman Okay. We're on. Thank you, everyone, for joining.
Axon continues to justify its premium valuation with strong revenue growth, innovative products, and a robust recurring software revenue model. Recent launches like Axon Outpost and Lightpost expand its ecosystem, driving new growth opportunities and strengthening customer retention. Tariff risks are mitigated by diversified manufacturing, a growing software mix, and resilient government custom...
Axon Enterprise delivers strong growth in both hardware and software, beating Q1 2025 estimates and raising full-year guidance for revenue and EBITDA. The company targets a $129 billion addressable market with innovative security solutions, including TASER devices, cameras, and AI-driven software. Despite impressive growth, Axon's high EV/EBITDA multiple—over 3x peers—raises concerns about sust...
For security and defense company Axon Enterprise NASDAQ: AXON, Q1 earnings were exactly what it needed to take its 2025 returns from decent to delightful.
Axon Enterprise, Inc. (NASDAQ:AXON ) Annual JPMorgan Global Technology, Media and Communications Conference May 14, 2025 1:00 PM ET Company Participants Josh Isner - President Conference Call Participants Joe Cardoso - JPMorgan Joe Cardoso Hey. Good afternoon, everyone.
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