The party's over for some retailers, but not for all.

You're listening to Motley Full Money.

I'm Mary Long, joined today by Jason Moser. J-Mo. Thanks for being here.

Hey, Mary, thanks for having me.

You know, I'm always thrilled when I get to talk to you on the show, but I especially

appreciate you coming on today because you've had quite the busy morning. You were talking

to AXon President Josh Isner earlier today. That's probably a good place to start because Axon dropped earnings yesterday.

We're going to air a part of your conversation on Friday's show.

But before we dive into Axon's latest results, you want to give us a little teaser?

Any highlights from your conversation with Josh this morning?

I mean, I don't want to give away too much, right?

I want people to listen on Friday.

But yeah, I mean, look, it's always fun to catch up with Josh.

This is the second time we've been able to chat in regard to the company and sort of earnings

and strategy and everything that they're doing.

I think the enthusiasm behind the opportunities and the enterprise customers, along with their international

opportunities, really exciting. They signed the biggest deal in company history, actually, with

a global logistics provider. And yes, Mary, I did ask who that provider was, and they just

won't tell us yet. But that was part of the enterprise opportunity.

I thought that was very encouraging. And ultimately, one of the things that stood out to me the

most, just the fact that they raised their total addressable market opportunity rather significantly.

They typically do it on a two-year cadence, but they did address this in the first quarter of this year because of some acquisitions.

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