Executive Summary
Axon President Josh Isner revealed the company's enterprise expansion is tracking toward becoming its largest business segment, fundamentally reshaping the investment thesis beyond traditional public safety markets. The company's AI Era plan now represents over 10% of US state and local bookings, with Draft One (automated police report writing) achieving 80-90% completion rates and driving measurable productivity gains. The strategic acquisitions of Prepared and Carbine enable Axon 911, compress...
Key Investment Opportunity
Enterprise Expansion Beyond Public Safety
Retail theft up 2-3% industry-wide creating billions in losses, driving demand for body cameras and surveillance integration in enterprise environments
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