- Recurring revenues from cloud licensing will be the primary source of growth. Once data is stored in the cloud, switching costs are very high.
- Axon just bought out a competitor.
- They are expanding internationally.
May 7, 2018
Bullish on Axon Enterprises
This MF article is bullish on Axon Enterprises (formerly Taser). Some notes from the article:
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment