No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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Axon powered through earnings, clocking a near 40% growth rate and putting to sleep the “SaaSpocalpyse” narrative as Rick Smith puts it with his ecosystem of embedded software, hardware, and real time data analyzation that has created a moat between them and the competition (if there is any). Joshua Isner with the 1-2 punch follow up if ensuring we’re still in the top or bottom half of the FIRST inning with all their growth markets and markets they literally are inventing. Brittany bagely to finish off the call by ensuring investors to expect the same numbers through 2028. Holy shit