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@Simonwhite 3 weeks ago

Thoughts on Axon Enterprise?

Thoughts on Axon Enterprise?

i've been looking at the latest growth numbers for Axon Enterprise and that 35% revenue jump is pretty wild. do you think the high stock-based compensation for is something to worry about long-term, or does the ai software potential outweigh it? curious to hear what you guys think about their 2026 outlook.

@CopyRemarkable14 3 weeks ago

Axon’s growth is impressive, but the high stock-based compensation is worth watching closely, AI-driven expansion needs to translate into stronger cash flow to justify the valuation long term.

@IsabelLynn 2 weeks ago

axon enterprise has such a strong hold on the market globally. i wonder if their international growth can keep up this pace.