Axon Enterprise Inc (XSWX:AXON)
CHF 476.8 +139.32 (+41.28%) Market Cap: 38.94 Bil Enterprise Value: 39.83 Bil PE Ratio: 239.78 PB Ratio: 13.61 GF Score: 81/100

Axon Enterprise Inc at TD Cowen Technology, Media & Telecom Conference Transcript

May 27, 2026 / 06:25PM GMT
Andrew Sherman
Cowen and Company LLC - Analyst

We are live. Everybody, Andrew Sherman, software analyst at TD Cowen, covering Axon. I'm here with Josh, President of Axon. I'm sure many of you know and know the story. So I'm going to jump right into it since we only have half an hour.

Questions & Answers

Andrew Sherman
Cowen and Company LLC - Analyst

Q1, you had a great quarter. I'll kick it off there, really strong start to the year. Dedra was one thing that really stood out revenue growth. I think bookings was even higher than that. Talk about what kind of inflected in there? It sounds like -- I know there's some World Cup, but other than that, what else drove that.

Joshua Isner
Axon Enterprise Inc - President

Ultimately, I think between Ukraine and Russia and what's going on in Iran right now, I think it just opened a lot of eyes to what's -- what the future looks like in in some context around drones and security and public safety. And I think for the first time, a lot of governments are really

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