• Axon self-serve ramp: new advertiser spend ~+50% WoW; clean launch with automated low-quality filtering.
• MAX momentum: publisher rev double-digit growth, better retention; neural net allocation elevating CVR/CPMs.
🟡Neutral
• MAX momentum: publisher rev double-digit growth, better retention; neural net allocation elevating CVR/CPMs.
🟡Neutral
November 6, 2025 at 12:32 PM
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Taser-maker Axon Enterprise misses profit estimates amid tariff woes, shares tumble
Taser-maker Axon Enterprise misses profit estimates amid tariff woes, shares tumble - BeyondLINK
(Reuters) -Taser-maker Axon Enterprise missed analysts' estimate for third-quarter profit on Tuesday, pressured by higher costs resulting from the
beyondlink.live
November 6, 2025 at 9:15 AM
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Taser-maker Axon Enterprise misses profit estimates amid tariff woes, shares tumble
Taser-maker Axon Enterprise misses profit estimates amid tariff woes, shares tumble - BeyondLINK
(Reuters) -Taser-maker Axon Enterprise missed analysts' estimate for third-quarter profit on Tuesday, pressured by higher costs resulting from the
beyondlink.live
November 6, 2025 at 9:15 AM
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On Thursday, November 6th, Cole Brashaw will present his Dissertation Defense: "Dissecting the molecular mechanisms of #glial migration and engulfment responses to axon injury in #Drosophila melanogaster" at 10am in Vollum's M1441. Cole is mentored by Dr Mary Logan. #OHSUResearch
November 6, 2025 at 12:33 AM
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Axon Enterprise $AXON UBS Lowers price target from 840.00 to 610.00. Maintains Neutral.
https://fundspec.io
Chat with FundSpec AI to analyze your stocks and access financial data on the FundSpec App available on the AppStore or PlayStore!
https://fundspec.io
Chat with FundSpec AI to analyze your stocks and access financial data on the FundSpec App available on the AppStore or PlayStore!
November 6, 2025 at 12:30 AM
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Apple's reported Google deal, Teva & Axon post-earnings moves
Apple's reported Google deal, Teva & Axon post-earnings moves - BeyondLINK
00:03 Speaker A
beyondlink.live
November 6, 2025 at 12:24 AM
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Apple's reported Google deal, Teva & Axon post-earnings moves
Apple's reported Google deal, Teva & Axon post-earnings moves - BeyondLINK
00:03 Speaker A
beyondlink.live
November 6, 2025 at 12:24 AM
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Axon Enterprise CEO explains new acquisitions in emergency call space
Axon Enterprise CEO explains new acquisitions in emergency call space
Axon Enterprise CEO Rick Smith said his company's recent acquisitions are helping to modernize emergency call services in an interview with CNBC's Jim Cramer.
cnb.cx
November 6, 2025 at 12:17 AM
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1 reposts
3/ 📉 PERDEDORAS
Pinterest: -22% Se desploma por débiles ingresos en USA, afectados por los #aranceles $PINS
Axon: Fuerte caída tras un pronóstico de ventas más débil de lo esperado $AXON
UPS: Bajó un poco tras el incendio de uno de sus aviones de carga en Louisville $UPS
Pinterest: -22% Se desploma por débiles ingresos en USA, afectados por los #aranceles $PINS
Axon: Fuerte caída tras un pronóstico de ventas más débil de lo esperado $AXON
UPS: Bajó un poco tras el incendio de uno de sus aviones de carga en Louisville $UPS
November 5, 2025 at 9:38 PM
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Police equipment supplier $AXON is down 9.4% in today's trading. 🤔
November 5, 2025 at 9:07 PM
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“The only S&P 500 company to top Tesla is Taser stun gun parent Axon Enterprise at 40%, while shares of multibillion-dollar private prison companies CoreCivic and Geo Group—which are Immigration and Customs Enforcement contractors—are up 76% and 75% since Election Day, respectively.”
Nov 11, 2024
Nov 11, 2024
November 5, 2025 at 7:20 PM
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Big news from the Leopards Eating People’s Faces Party:
Taser maker Axon, a top Trump trade, blames Trump’s tariffs for its big whiff on earnings sherwood.news/markets/top-... via @matthewsphillips.bsky.social
Taser maker Axon, a top Trump trade, blames Trump’s tariffs for its big whiff on earnings sherwood.news/markets/top-... via @matthewsphillips.bsky.social
Top Trump trade hit by Trump tariffs
Axon’s device business saw profit margins pinched by tariffs....
sherwood.news
November 5, 2025 at 6:00 PM
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My response: Oh well! You gotta spend to grow. And Axon has a very experienced management team that is spending in a ROI-driven manner. This isn't a runaway train. They're spending to launch new AI products that are quickly becoming the company's best-selling products in history.
November 5, 2025 at 5:56 PM
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But Wall Street doesn't like the spending. Axon is spending big to launch these new AI products and that's eating away at margins. EBITDA margins dropped this quarter for the first time in 3 years. EBITDA growth slipped to 22%. Margins will compress again next quarter.
November 5, 2025 at 5:56 PM
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Axon continues to relentlessly innovate, create useful AI services for law enforcement agencies, and as a result, dominate the law enforcement tech landscape.
November 5, 2025 at 5:56 PM
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What happens when you beat Wall Street estimates for 5+ years straight but then suddenly miss on EPS in one quarter? Ask #AXON, which missed Wall Street EPS estimates in its Q3 report for the first time in over 5 years. The stock is down 20%.
November 5, 2025 at 5:56 PM
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$AXON -10.3% [Axon Enterprise shares drop 10% after missing profit estimates due to rising tariff costs. The Taser-maker raises 2025 revenue outlook and announces a $625M Carbyne acquisition.] notreload.xyz/axon-shares-...
Axon Shares Fall 10% After Missing Q3 Profit Estimates
Axon Enterprise shares drop 10% after missing profit estimates due to rising tariff costs. The Taser-maker raises 2025 revenue outlook and announces a $625M Carbyne acquisition.
notreload.xyz
November 5, 2025 at 5:44 PM
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Public safety giant Axon acquires Carbyne for $625 million in cash
https://www.newsbeep.com/231052/
Israeli company Carbyne is being acquired for $625 million in cash by Axon, the U.S. public safety technology…
https://www.newsbeep.com/231052/
Israeli company Carbyne is being acquired for $625 million in cash by Axon, the U.S. public safety technology…
Public safety giant Axon acquires Carbyne for $625 million in cash - News Beep
Israeli company Carbyne is being acquired for $625 million in cash by Axon, the U.S. public safety technology company, in one of the largest security exits
www.newsbeep.com
November 5, 2025 at 4:35 PM
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Means more job layoffs and/or price increases contributing to inflation & lower sales & then layoffs.
Taser maker Axon plunges 17% after earnings fall short due to tariff hit www.cnbc.com/2025/11/05/a...
Taser maker Axon plunges 17% after earnings fall short due to tariff hit www.cnbc.com/2025/11/05/a...
Taser maker Axon plunges 12% after earnings fall short due to tariff hit
The Taser maker said its connected devices business felt the biggest pinch from its first full quarter of tariff impacts.
www.cnbc.com
November 5, 2025 at 4:32 PM
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2 reposts
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Check out JDATA17's SubStack - Chula Vista: Pioneering Police Tech and the Axon Revolving Door
👉🏽👉🏽 https://172287.substack.com/p/chula-vista-pioneering-police-tech
#JDATA17
#CVLD
#JDATA
👉🏽👉🏽 https://172287.substack.com/p/chula-vista-pioneering-police-tech
#JDATA17
#CVLD
#JDATA
November 5, 2025 at 3:27 PM
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TASER maker Axon plunges 17% after earnings fall short due to tariff hit
TASER maker Axon plunges 17% after earnings fall short due to tariff hit
The TASER maker said its connected devices business felt the biggest pinch from its first full quarter of tariff impacts.
cnb.cx
November 5, 2025 at 2:54 PM
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2 reposts
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Future Outlook: Q4 revenue guided to $750–$755M; FY 2025 expected at ~$2.74B (+31% YoY). 2026 set for record growth driven by Axon 911, enterprise expansion, and global cloud adoption, maintaining mid-20s EBITDA margins.
November 5, 2025 at 2:02 PM
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M&A and Ecosystem: Prepared and Carbyne build the Axon 911 platform. Fusus, Dedrone, and Axon Air bookings tripled YoY. The strategy targets scalable early-stage tech teams.
November 5, 2025 at 2:02 PM
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International Expansion: Two of Axon’s top-ten Q3 deals came internationally, including a nine-figure European cloud contract—its first major EU Axon Cloud deployment.
November 5, 2025 at 2:02 PM
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Product Innovations: Axon Body Workforce Mini launches in 2026 for enterprise use. Vehicle Intelligence and ALPR remain R&D priorities. Skydio and Fusus integration enables full real-time response loops.
November 5, 2025 at 2:02 PM
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