Interview with Axon President Josh Isner

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 14 December 2025

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Axon Enterprise produces the Taser, body cameras, and cloud-based software services. And the law enforcement technology company has produced big returns for investors. Motley Fool analyst Jason Moser recently talked with Axon President Josh Isner about the recent quarter, recent acquisitions, and the future of Axon. Host: Jason Moser Guest: Josh Isner Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I think whenever we're talking about ways to incapacitate people more safely, that's universally a positive.
0:17.0	That was Axon President Josh Isner. I'm Motleyful producer MacLean.
0:22.2	Now, Axon is best known for its tasers and body cameras.
0:26.2	But Axon is also seeing big success with its software services.
0:30.9	Motleyful analyst Jason Moser recently sat down with Isner to talk about the business of Axon,
0:36.2	including Axon's latest quarter, some recent deals, and some big opportunities ahead.
0:43.4	Hey, folks, I'm Jason Moser, senior analyst here at the Motley Fool, and I'm excited to talk with the president of AXon Enterprise.
0:50.0	Josh, Isner, Josh, thanks so much for spending some time with us today.
0:53.7	Been to be back, Jason. Thanks a lot for having me today. Absolutely. Absolutely. So let's just
0:59.2	kick off with looking back at this most recent quarter, right? There are a lot of great stuff
1:03.6	you reported and a lot of interesting stuff going on here. You've got these recent acquisitions
1:08.0	of prepared and carbine.
1:16.1	And then this idea of Axon 9-1-1, you know, when the deals were first announced, I was like,
1:18.1	hmm, I wonder why they've got up their sleeve.
1:22.9	And then after the call and after reading the shareholder letter, I was like, oh, okay, I get it.
1:30.3	So can you talk about why these deals make sense and ultimately what the strategy for Axon 911 is?
1:32.3	Sure, sure.
1:33.2	Well, taking a step back, I think, you know, our mission is to protect life.
1:36.4	And one of the ways, one of the opportunities we've identified to do that is in the 911 space.
1:43.3	And so usually what happens is a call comes in and then it takes
1:47.5	a full two minutes plus for help to get on the way. So as we look at that, that has real downstream
1:54.4	effects on our products, everything from sending a drone there to having an officer on the way
	...

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