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CoreWeave - CoreWeave is a leader in AI infrastructure, providing cloud services for training models and advanced workloads at scale [3] - Revenue surged from $189 million in Q1 2024 to $982 million in Q1 2025, with management projecting 2025 revenue between $4.9 billion and $5.1 billion [4] - The company primarily earns revenue through multiyear contracts, ensuring steady revenue and growing cash flows [4] - CoreWeave reported a loss of $314 million last quarter due to high upfront investments in infrastructure, particularly in Nvidia GPUs [5] - Adjusted operating income increased 17% year over year to $163 million, indicating potential for future profitability [6] - The company is trading at a price-to-sales multiple of 13 based on 2025 guidance, with a current market cap of $64 billion [7] Axon Enterprise - Axon Enterprise has transformed from a device seller to a comprehensive solutions provider for public safety, expanding its addressable market to an estimated $129 billion [8] - Revenue from software and services grew 39% year over year to $263 million last quarter, while total revenue increased 31% year over year to $604 million [9][10] - Taser 10 orders are growing twice as fast as Taser 7, indicating an expanding market for its products [10] - The company benefits from strong demand for Draft One, an AI service that automates data entry and police reports, making it the fastest-growing software offering in Axon's history [11] - Despite potential vulnerabilities related to government contracts and privacy concerns, the need for enhanced public safety tools continues to grow, as evidenced by the stock surge following its first-quarter earnings report [12][13]

Axon Enterprise (AXON) FY Conference Summary Company Overview - **Company**: Axon Enterprise - **Founded**: 1993 - **Mission**: To protect life and reduce deaths in policing by 50% over ten years, targeting approximately 2,000 deaths annually [2][3] Core Business and Market Segments - **Product Ecosystem**: Axon offers a range of hardware and software products aimed at public safety, including TASERs, body cameras, and AI-driven tools [4][12] - **Market Segments**: - **U.S. State and Local**: Largest market currently, focusing on expanding product offerings to existing customers [8] - **International**: National police forces worldwide, with significant growth potential [8][12] - **Enterprise**: Non-public safety applications, expected to become the largest market in the next decade [8][9] - **U.S. Federal**: Includes federal police and Department of Defense [8] Growth Strategy - **Land and Expand**: Focus on selling new products to existing customers while entering new markets with existing products [5][6] - **Total Addressable Market (TAM)**: Significant opportunities in enterprise and international markets, with examples like Walmart's 2.1 million retail workers compared to 900,000 police officers in the U.S. [9][10] Product Innovations - **TASER 10**: Enhanced range and effectiveness for law enforcement [13] - **Digital Evidence Management**: A vast library of video data, enabling AI applications for improved policing [15][16] - **AI Tools**: Products like Draft1 for report writing and real-time translation capabilities for officers [17][32][36] - **Fixed Cameras**: New addition to the product line, enhancing data collection and incident response [27][28] - **Drone Technology**: Drones as first responders and drone defense systems to enhance public safety [29][30][31] Financial Performance - **Growth Rate**: Over 25% growth for five consecutive years, with last year's growth exceeding 30% [18] - **Annual Recurring Revenue**: $1.1 billion with a net revenue retention rate of 123% [19] - **Future Contracted Bookings**: Nearly $10 billion, indicating strong future revenue potential [19] Challenges and Risks - **Market Leadership**: The need to continuously innovate to maintain market leadership and avoid complacency [46][48] - **Budget Constraints**: While some federal grants are slowing, Axon is more insulated due to its operational expenditure model [51][52] Conclusion - **Future Outlook**: Axon aims to be the operating system for public safety, integrating various technologies to enhance efficiency and effectiveness in policing [22][23]

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 ...

Axon Enterprise, Inc. (AXON) reported first-quarter 2025 adjusted earnings of $1.41 per share, which surpassed the Zacks Consensus Estimate of $1.27. The bottom line surged 22.6% year over year despite a significant rise in the cost of sales.Total revenues of $603.6 million surpassed the consensus estimate of $589 million and increased 31.3% year over year. The top line benefited from strong demand for TASER 10 and Axon Body 4. Growing demand for platform sensors also augmented the top-line results. (Find t ...

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 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 ...

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 ...

Core Insights - Axon Enterprise (AXON) is expected to report quarterly earnings of $1.27 per share, a 10.4% increase year-over-year, with revenues projected at $589.09 million, reflecting a 27.9% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 9.1% higher in the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Forecasts - Analysts predict 'Net Sales- Software and Sensors' will reach $371.61 million, a 31.8% increase from the previous year [5] - 'Revenue- TASER' is expected to be $218.76 million, indicating a 22.4% year-over-year change [5] - 'Net Sales- Services- Software and Sensors' is forecasted at $248.29 million, reflecting a 40.7% increase year-over-year [5] Product Sales Estimates - 'Net Sales- Products- Software and Sensors' is projected to be $123.31 million, a 16.9% increase year-over-year [6] - 'Net Sales- Products- TASER' is expected to reach $200.30 million, indicating a 20.3% year-over-year change [6] - 'Net Sales- Services- TASER' is forecasted at $15.35 million, reflecting a 25.6% increase from the previous year [6] Additional Sales Insights - The consensus estimate for 'Net Sales- Products' stands at $323.84 million, a 19% increase year-over-year [7] - 'Net Sales- Services' is expected to be $264.40 million, indicating a 40.1% year-over-year change [7] - 'Net Sales- Products- TASER- Other' is projected to reach $12.14 million, reflecting a significant 288.2% increase year-over-year [8] Annual Recurring Revenue - Analysts estimate 'Annual recurring revenue' to be $1,051.50 million, compared to $825 million from the previous year [8] Stock Performance - Over the past month, Axon shares have recorded a return of +15.1%, outperforming the Zacks S&P 500 composite, which changed by -0.5% [9]

Some investors downplay the link between politics and investing, and sometimes Capitol Hill events have little impact. But if it were all irrelevant, why would so many members of Congress trade stocks based on the information they receive? Reality shows that sometimes our nation’s leaders leave promising investment opportunities hiding in plain sight. For example, in March, Congress passed a continuing resolution (CR) to fund the government through the end of fiscal year 2025. Not only does this prevent a g ...