Both Russia and Ukraine are racing to develop sophisticated artificial-intelligence targeting for their mid-range drones. Over the next year, they could transform the battlefield yet again https://t.co/DSm0Oh42On ...

Russia has improved both the quantity and quality of its drones. The country has been upgrading its systems to thwart jamming. That poses a dilemma for Ukrainian defenders https://t.co/RN0NdHfIac ...

Financial Data and Key Metrics Changes - The company reported Q2 revenue of $669 million, a 33% year-over-year increase, marking the fourteenth consecutive quarter of over 25% revenue growth [25] - Adjusted gross margin was 63.3%, up 20 basis points year-over-year, driven by a favorable product mix towards software and services [27] - Adjusted EBITDA margin of 25.7% exceeded expectations due to higher revenue and operating leverage [28] Business Line Data and Key Metrics Changes - Software and services revenue grew 39% year-over-year to $292 million, while connected devices revenue increased 29% year-over-year to $376 million [25][26] - TASER product revenue grew 19%, driven by TASER 10, and personal sensors grew 24% due to Axon Body 4 [27] - The company closed nearly $150 million in bookings for its AI era plan in Q2, with over 30% of bookings coming from new product categories [22] Market Data and Key Metrics Changes - The international team added a new TASER customer in Africa, becoming the largest in the region, and signed a contract in the gaming space, marking its first win in that vertical [21] - The company expects to see continued growth in international markets, particularly in Latin America, the UK, Europe, and certain segments within Asia [66][71] Company Strategy and Development Direction - The company is focused on expanding its product portfolio and enhancing customer relationships, emphasizing collaboration in public safety [15][11] - Investments in R&D are prioritized to support a broad and cohesive product pipeline, with a commitment to innovation and customer satisfaction [29][16] - The company aims to increase hiring, particularly in R&D, to support its product roadmap and new market opportunities [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving year-over-year bookings growth in the high 30% range, driven by strong execution and innovation [23] - The company raised its 2025 revenue guidance to a range of $2.65 to $2.73 billion, reflecting confidence in the pipeline for the second half of the year [28] - Management highlighted the importance of trust built with customers, which enables faster adoption of new solutions [14] Other Important Information - The company is experiencing strong demand for AI, drones, and robotics, with customers adopting new solutions more rapidly than in the past [11][12] - The company is seeing significant interest in its counter-drone solutions, driven by increasing awareness of drone threats [50][51] Q&A Session Summary Question: Can you discuss the enterprise addressable market and product traction? - Management noted strong interest across the full suite of products, including body cams, evidence management, and drones, indicating a positive trend in the enterprise market [31] Question: What is driving the high 30% bookings growth guidance? - Management attributed the growth to a diversified approach, selling new products to existing customers and existing products to new markets [65] Question: Can you provide details on international growth and key markets? - Management highlighted opportunities in Latin America, the UK, Europe, and certain segments in Asia, with significant momentum in international bookings [68][71] Question: What lessons have been learned regarding AI bookings? - Management emphasized the importance of user feedback and real-world application, which drives customer satisfaction and adoption [76] Question: What opportunities exist with federal government funding? - Management indicated that they expect to see more solicitations for products related to counter-drone technology and video products due to federal funding [79] Question: How is the company positioned in Europe? - Management noted rising visibility and interest in large deals, particularly in response to social challenges and security needs in Europe [84][88]

Tonight, new wildfires burning out of control out west and deadly flooding in the south. The Gford fire getting bigger faster with evacuation orders in place tonight. Fires burning in several other western states.And now, wildfire smoke from Canada blanketing the Midwest is heading east. Down south, heavy rains triggering deadly flash floods. The surprising warning late today from police as the search expands for a mass shooting suspect in Montana that he could turn up there again.>> Of course, people are o ...

Russia has improved both the quantity and quality of its drones. The country has been upgrading its systems to thwart jamming. That poses a dilemma for Ukrainian defenders https://t.co/6qsj84qJbS ...

Russia has improved both the quantity and quality of its drones. The country has been upgrading its systems to thwart jamming. That poses a dilemma for Ukrainian defenders https://t.co/6hgm6aFaGF ...

The U.S. government has landed on an effective technique to keep wolves from terrorizing livestock: drones that blast alarming sounds like heavy metal and humans arguing https://t.co/0tfNyg2RlR ...

Drone Technology Advancement - Russia has enhanced its drone capabilities in both quantity and quality [1] - Russia is upgrading drone systems to overcome jamming [1] Implications for Ukraine - Upgraded Russian drone systems pose a challenge for Ukrainian defenders [1]

Russia has improved both the quantity and quality of its drones. The country has been upgrading its systems to thwart jamming. That poses a dilemma for Ukrainian defenders https://t.co/IRXLyVVMe0 ...

The advent of the small drone as a weapon in the 2010s has at last given lasers a target they can handle. We explain what that means for the future of warfare https://t.co/Frepwi1Jxf ...