MS MSFT Microsoft Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Enterprise growth is being driven by a $40M telecom deal for Fusus, highlighting that enterprise security is becoming a key driver of growth. — Axon's expansion into enterprise security puts them in direct competition with established players like Microsoft (Azure) in the physical security and video management space, and indicates that Axon is winning large contracts against them.