May 7, 2018

Bullish on Axon Enterprises

This MF article is bullish on Axon Enterprises (formerly Taser).  Some notes from the article:

  • 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.

No comments: