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Axon Enterprise, Inc. (AXON) Presents at J.P. Morgan 54th...
2026-05-20 · via All Articles on Seeking Alpha

Axon Enterprise, Inc. (AXON) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 3:35 PM EDT

Company Participants

Joshua Isner - President

Presentation

Unknown Analyst

Good afternoon, everyone. Thank you for joining our next section, which is with Axon's President, Josh Isner. Josh, thank you for joining us today. We really appreciate you spending the time.

Question-and-Answer Session

Unknown Analyst

So maybe, Josh, just to get things kind of kicked off here. You've been at Axon for over a decade and have seen the company evolve from primarily a TASER business to something well beyond that, right? So maybe let's start there. Can you talk about the evolution of the company and how it's changed your focus and day-to-day over the past couple of years?

Joshua Isner
President

Sure. So I arrived at Axon 2009. We were a TASER manufacturer then starting to think about getting to the body camera space getting into the body camera space as a result of questions of how TASERs are being used in the field led to a market leadership position in that product line, which led to a bigger problem to solve, which was how do you manage all of this massive amount of data coming off of all these devices and how do you do it at a time where the cloud wasn't the obvious bet. And so we were one of the first companies or the first company to bring cloud to public safety. We now manage about 40x as much data as the Netflix library on Evidence.com, which is our video management platform, Microsoft Azure's biggest customer.

From there, it's like a story just one thing kind of leading to the next. It's like, hey, we want to understand how to deliver real-time capabilities based on all the