Premium: Axon hits the S-curves

Well, Axon just got 15% cheaper over the past week.

Now that we've walked through Axon's Q425, adjacent verticals, and the ongoing regulatory unlock in drones & counterdrone, let's now look at how its product lines are shifting. Axon is now stacking up the S-curves across several adjacent product lines across AI add-ons, real-time operations, drones, counter-drone, and front-line worker body cams. And from here, they are adding next-gen 911 call mgmt and a visual AI detection layer.

Axon Week was all this week, but sadly, they didn't live-stream the keynotes or allow virtual attendance. The main announcement was for three new AI capabilities (Axon Vision, Axon 911, and a greatly expanded Axon Assistant). The session list shows they were also pushing on ALPR cameras and the coming ABW Mini, as well as their recent acquisitions of Prepared and Carbyne as standalone solutions.

Axon has a lot of different product motions going on right now, all of which flow into and strengthen the ecosystem it is building around Fusus. Let's look at their hardware directions in part 1, and software & AI directions in part 2.