AI Index / Axon Enterprise, Inc.
Axon Enterprise, Inc. (AXON)
Axon's main sources of revenue are TASER devices, Sensors (including body cameras and connected hardware), and Software & Services (notably evidence management, real-time operations, and productivity solutions). AI contributes directly to the Software & Services segment through products like Draft One and the AI Era Plan, which are rapidly gaining adoption. The company highlights that nearly half its pipeline is now in AI-related areas (AI, real-time operations, drones/robotics). With software driving 40% of total revenue and AI tools being fast-growing within this mix, Axon’s revenue is increasingly directly tied to AI.
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We now have more than 1 million users of our software solutions spanning evidence management, real-time operations, productivity, and, yes, artificial intelligence.
- Rick Smith
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Quotes from axon-enterprise Executives About Artificial Intelligence and Generative AI
Exponential advances in artificial intelligence... These aren't just buzzwords to us. These are our passions and we're making them real and real businesses.
- Rick Smith
[AI products] are driving such an ROI that can be measured in staffing and officer time that our customers are saving money as a result of deploying this for $200 a person.
- Josh Isner
...Draft One continues to garner strong interest, and we are able to close our first ten AI Era Plan deals in Q4.
- Josh Isner
...our investments around AI... roughly doubles our overall opportunity set. We're seeing early signs in our product bookings to support that outlook.
- Josh Isner
...we're excited about the opportunities in front of us. It is this type of product innovation that has allowed us to deliver our consistent impressive top line growth numbers.
- Brittany Bagley
The body camera is evolving and our customers are seeing it. It's not just a recording that can help me. It's now the edge of the AI Internet on my chest...
- Rick Smith