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News  ›  The Motley Fool

The Motley Fool Interviews Axon Enterprise President Josh Isner

The Motley Fool Logo The Motley Fool By Motley Fool Staff
The Motley Fool Interviews Axon Enterprise President Josh Isner

Axon Enterprise President Josh Isner discusses the company's recent acquisitions of Prepared and Carbyne to launch Axon 911, which aims to streamline emergency response by reducing dispatch time from 2+ minutes to seconds using AI. The company is experiencing strong growth in its AI EAPlan software, with AI bookings expected to exceed 10% of US state and local bookings. Axon is also expanding into enterprise markets like retail with new body camera products and surveillance solutions, while maintaining its focus on less-lethal alternatives to firearms in law enforcement.

Insights
AXON   positive

The company demonstrates strong growth momentum with 25%+ revenue growth for seven consecutive years and recent 30% growth. Strategic acquisitions (Prepared, Carbyne) and expansion into new markets (enterprise, 911 services) show diversification. AI products like Draft 1 are gaining significant traction with positive customer feedback. The company maintains a strong market position with trusted brand recognition in public safety and is successfully expanding into adjacent markets like retail.