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Axon Enterprise (AXON) FY Conference Transcript
2025-05-14 18:00
Axon Enterprise (AXON) FY Conference May 14, 2025 01:00 PM ET Speaker0 Hey. Good afternoon, everyone. We'll get the next session started. I'm Joe Cardoso, one of the hardware and networking analysts at JPMorgan. And for the next session today, I have the pleasure of hosting Axon's president, Josh Eisner. Thank you, Josh, for joining us today. It's always a pleasure to have you here. Speaker1 Nice to see you, Joe. Speaker0 Thank you. So maybe yeah. Just wanted to start off, you know, you hosted your customer ...
SoundThinking Honors Law Enforcement During National Police Week 2025
Globenewswire· 2025-05-13 22:00
Company Commitment - SoundThinking, Inc. honors law enforcement officers during National Police Week, reaffirming its commitment to the law enforcement community [1][4] - The company emphasizes the importance of supporting law enforcement through action, providing mission-critical public safety technologies that enhance officer safety and decision-making [3][5] Industry Context - National Police Week serves as a reminder of the sacrifices made by law enforcement, with 148 officers reported to have lost their lives in 2024, contributing to over 24,000 names on the National Law Enforcement Officers Memorial [2] - SoundThinking collaborates with various organizations to support law enforcement, including funding community safety programs and providing emotional support through initiatives like First Responder Therapy Dogs [6] Company Overview - SoundThinking is a leading public safety technology provider, delivering AI- and data-driven solutions to over 300 customers and approximately 2,100 agencies [5] - The company's SafetySmart™ platform includes several advanced technologies such as ShotSpotter®, CrimeTracer™, and SafePointe®, aimed at improving public safety outcomes [5]
SoundThinking(SSTI) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
SoundThinking (SSTI) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Ralph Clark - President, CEO & DirectorAlan Stewart - CFOTrevor Walsh - Director - Equity Research Conference Call Participants Richard Baldry - MD & Senior Research AnalystAditya Dagaonkar - AnalystEric Martinuzzi - Senior Research AnalystJeremy Hamblin - Senior Research Analyst Operator Good afternoon, and welcome to Sound Thinking's First Quarter twenty twenty five Earnings Conference Call. My name is Kevin, and I'll ...
Wrap Technologies, Inc. Plans to Hold a Conference Call to Discuss First Quarter 2025 Financial Results on Friday, May 16, 2025 at 9:15 a.m. ET
GlobeNewswire News Room· 2025-05-13 20:40
MIAMI, May 13, 2025 (GLOBE NEWSWIRE) -- Wrap Technologies, Inc, (NASDAQ: WRAP) (“Wrap” or, the “Company”), a global leader in innovative public safety technologies and non-lethal tools, today announces it plans to hold a conference call on Friday, May 16, 2025, at 9:15 a.m. Eastern Time (6:15 a.m. Pacific Time) to discuss its financial and operational results for the three months ended March 31, 2025. The financial and operational results are expected to be issued in a press release prior to the call. Wrap ...
SoundThinking, Inc. Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-13 20:05
Core Insights - Company reported a 12% increase in revenues to $28.3 million for Q1 2025, driven by the renewal of two delayed contracts with the New York City Police Department [1][6][7] - Company reaffirmed FY 2025 revenue guidance of $111.0 million to $113.0 million, indicating a 10% year-over-year growth at the midpoint, while adjusting the Adjusted EBITDA margin guidance down to 20% to 22% [1][12] - Company expects Annual Recurring Revenue (ARR) to rise from $95.6 million at the start of 2025 to approximately $110.0 million at the beginning of 2026 [1][12] Financial Performance - Revenues for Q1 2025 were $28.3 million, up from $25.4 million in Q1 2024, with gross profit increasing 11% to $16.6 million [6][7][8] - GAAP net loss narrowed to $1.5 million in Q1 2025 from a loss of $2.9 million in Q1 2024, with Adjusted EBITDA improving to $4.5 million, representing 16% of revenues [7][9] - Total operating expenses for Q1 2025 were $17.8 million, slightly up from $17.5 million in the same period last year, primarily due to increased employee-related compensation [8] Strategic Developments - Company launched its flagship offering, ShotSpotter®, in four new cities and expanded with one existing customer, indicating strong market traction [4][7] - The company is focusing on advancing its offerings through strategic investments in machine learning and AI technologies, aiming to enhance its value proposition [5] - Company is optimistic about growth opportunities in the commercial security market with its SafePointe product, which addresses emerging security and compliance needs [4][5] Financial Outlook - Company reaffirmed its full-year 2025 revenue guidance range of $111.0 million to $113.0 million, with a reduced Adjusted EBITDA margin guidance range of 20% to 22% [1][12] - Long-term financial targets include achieving a 70% gross margin and a 40% Adjusted EBITDA margin while maintaining a revenue growth rate of 15% per year [5][13]
Axon(AXON) - 2025 Q1 - Earnings Call Transcript
2025-05-07 22:02
Axon Enterprise (AXON) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Erik Lapinski - Senior Director, Head of Investor RelationsRick Smith - CEO & FounderJosh Isner - PresidentBrittany Bagley - COO & CFOJoseph Cardoso - Vice President, Equity ResearchJeff Kunins - Chief Product Officer & CTOAlyssa Shreves - Vice President - Equity ResearchJamie Reynolds - Senior Equity Research AssociateJordan Lyonnais - Equity Research AssociateTrevor Walsh - Director - Equity ResearchMichael Ng - Man ...
Axon(AXON) - 2025 Q1 - Earnings Call Transcript
2025-05-07 22:00
Axon Enterprise (AXON) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Axon's executive team today. I hope you've all had a chance to read our shareholder letter released after the market closed, which you can find at investor.axon.com. Our prepared remarks today are meant to build upon the information in that letter. During this call, we will discuss our business outlook and make forward looking statements. Any forward looking statements made today are pursuant to and within the meaning of Safe Har ...
Axon(AXON) - 2025 Q1 - Earnings Call Presentation
2025-05-07 20:22
INVESTOR PRESENTATION VIEW REPORT MAY 2025 INVESTOR DECK Q1 2025 OVERVIEW OUR ECOSYSTEM MARKET OPPORTUNITY FINANCIALS APPENDIX 2 SAFE-HARBOR STATEMENT Forward-looking statements in this letter include, without limitation, statements regarding: proposed products and services and related development efforts and activities; expectations about the market for our current and future products and services, including statements related to our user base and customer profiles; the impact of pending litigation; strate ...
Why Shares of Motorola Solutions Sank Today
The Motley Fool· 2025-05-02 17:54
Core Insights - Motorola Solutions experienced a 7% decline in share price despite reporting a 6% revenue growth and a 13% increase in earnings per share, which surpassed analysts' expectations due to management's cautious guidance for the upcoming quarter [1][5]. Company Performance - Motorola operates in three segments: land mobile radio (LMR) communications, video security and access control, and command center solutions, which positions the company as a stable operator in the public safety technology sector [3]. - In the first quarter, Motorola's LMR segment saw a 4% increase in sales, while video and command center units experienced growth of 11% and 10%, respectively [4]. - Recurring sales from software and services rose by 9%, accounting for approximately 40% of total revenue, which is significant due to their higher margins and less cyclical nature compared to hardware products [4]. Future Outlook - Management has reiterated a sales growth guidance of 5.5% for 2025 but projected only a 4% increase for Q2, raising concerns about achieving full-year targets [5]. - Potential tariffs are estimated to add $100 million to costs, against an expected $11 billion in sales for 2025 [5]. - Despite short-term challenges, Motorola is recognized as a leader in the public safety niche and is considered a strong dividend growth stock [6].
SoundThinking to Announce First Quarter 2025 Conference Call for Tuesday, May 13, 2025, at 4:30 p.m. ET and Participate in Upcoming Investor Conferences
Globenewswire· 2025-04-22 20:15
Core Viewpoint - SoundThinking, Inc. is set to release its first quarter 2025 earnings on May 13, 2025, and will participate in several upcoming investor conferences, highlighting its commitment to transparency and investor engagement [1][2][4]. Earnings Announcement - The earnings conference call will take place on May 13, 2025, at 4:30 p.m. Eastern time, with financial results being released prior to the call [2][3]. - A live audio webcast will be available for the conference call, with a replay accessible after 7:30 p.m. Eastern time on the same day until May 27, 2025 [3][4]. Upcoming Investor Conferences - Ralph Clark, President and CEO, and Alan Stewart, CFO, will participate in multiple investor conferences, including the Ladenburg Thalmann Innovation Expo on May 21, 2025, and the Wolfe Research Small and Mid-Cap Conference on June 4-5, 2025 [4][7]. - Alan Stewart will also attend the ROTH London Conference on June 25, 2025, for one-on-one and small group meetings [7]. Company Overview - SoundThinking, Inc. is a leading public safety technology company that provides AI- and data-driven solutions for law enforcement and security professionals, serving over 300 customers and approximately 2,100 agencies [5]. - The company's SafetySmart™ platform includes several key products such as ShotSpotter®, CrimeTracer™, CaseBuilder™, ResourceRouter™, SafePointe®, and PlateRanger™ powered by Rekor® [5].