← Axon
What podcasts say about Axon
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Axon
6 statements · 4 positive · 1 negative · 1 mixed
Axon has a strong competitive moat.
“So it's just like it has a strong moat.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 20:54
Axon’s Q2 2026 revenue rose 35%, its tenth consecutive quarter above 30% growth.
“Q2 2026 revenue was up 35%. Yeah. 10th consecutive quarter of revenue above 30%”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 22:56
Axon’s net revenue retention was 126%.
“Net revenue retention was 126%.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 23:12
Axon had a 3% profit margin, with $29 million profit on $904 million revenue.
“3% profit margin. That's tight. $29 million profit on $904 million revenue.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 23:45
Bryce is holding Axon but will not increase his position after its decline.
“I'm holding it, but I'm not doubling down on the recent fall.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 24:16
Axon remains founder-led, with Rick Smith owning approximately 3.5%.
“it's a founder-led business. Rick Smith, the founder, still, he owns like 3.5% of them, but it's like he owns $1 billion worth of the stock still.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 25:08
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.