What podcasts say about Axon Enterprise
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Axon Enterprise
16 statements · 15 positive · 1 neutral
Axon moved its software infrastructure to AWS and Azure cloud platforms.
“So we moved over to the cloud with AWS and then with Azure.”
Open the episode · Freedom vs. Safety: Axon CEO Rick Smith on the Future of PolicingListen at 19:05
Axon was building the industry’s first police body camera.
“we were building the industry's first body camera.”
Open the episode · Freedom vs. Safety: Axon CEO Rick Smith on the Future of PolicingListen at 22:57
Axon’s body-camera business drove growth to approximately a $30 billion company.
“The reason that we're, I don't know, a $30 billion company today up from a couple hundred million is because of the body camera.”
Open the episode · Freedom vs. Safety: Axon CEO Rick Smith on the Future of PolicingListen at 23:09
Axon’s Taser-equipped drone project is continuing.
“that project is continuing”
Open the episode · Freedom vs. Safety: Axon CEO Rick Smith on the Future of PolicingListen at 41:59
Axon will build policing technology designed to be exceptionally resistant to abuse.
“we're actually going to be building the least abusable technology in the history of policing.”
Open the episode · Freedom vs. Safety: Axon CEO Rick Smith on the Future of PolicingListen at 46:40
Shay believes Axon’s premium valuation is justified by its market position and growth theme.
“I personally think it's justified when you have a monopoly status in a secular growth theme like Axon has.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 2:06
Axon’s most mature product is currently growing about 20%.
“their most mature product is growing at a 20% clip right now.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 5:55
Axon expands existing agency relationships across cameras, evidence, AI, drones, operations, and 911.
“Once the agency relationship exists, like manager has done an incredible job of selling or expanding into cameras, evidence, draft one, drones and real time operations and eventually 911”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 6:51
Axon body cameras increase evidence-system stickiness and drive cloud and AI workflow usage.
“The camera is what makes the evidence system stickier. It drives more cloud usage, becomes the raw input for DraftOne and all the future AI workflows.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 8:23
Brad expects Axon to keep winning more public-safety contracts despite Motorola’s competition.
“it doesn't feel like there is a serious rival for them. And that's not to mention that that's not to say that Motorola isn't a good company, won't take their fair share of contracts like they have. It just feels like Axon is going to keep taking a lot more of them like they have.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 10:50
Axon Prepared is easier to sell because it plugs into existing hardware systems.
“Prepared is a much easier sell. It is a plug-in to existing hardware systems.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 25:13
“You can migrate 1%, see how it works, test it, wait a month, wait two months, you have 5%, 10%, 50%, then 100%.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 26:20
Shay predicts Axon could reach a $250 billion market capitalization.
“I think there's room for this to become a $250 billion company one day.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 38:26
Axon’s integrated real-time command center could support a $250 billion valuation.
“the real value that makes Axon a $250 billion company is going to start appearing when the command center can pull all that information onto one screen. and understand what's happening in real time.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 39:06
Axon could raise its U.S. public-safety budget share to 5–8%.
“They can get that to five, maybe six, seven, eight percent through software add-ons and more expensive subscription packages.”
Open the episode · How Axon Becomes the Next Mega Cap in the AI EconomyListen at 40:54
Axon Enterprise is Jon’s top prospective purchase outside his portfolio.
“Axon Enterprise is at the top of the list”
Open the episode · When is it a Trend? When is it Hype?Listen at 26:55
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.