AI Index / Axon Enterprise, Inc.
Axon Enterprise, Inc. (AXON)
Main revenue sources: 1) Software & Services (Evidence.com, Officer Safety Plan, Fusus/real-time ops, AI Era Plan incl. Draft One, AI Assistant, Translator) — AI contributes directly via the AI Era Plan and related features; growing bookings driver. 2) Connected Devices: TASER (e.g., TASER 10) — no direct AI; Body cameras/in-car video — primarily hardware, AI indirect. 3) Platform Solutions: counter-drone (Dedrone), VR, drones — AI directly powers counter-drone detection; VR/drones largely non-AI. Overall, AI is meaningful but not dominant in current revenue.
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In fact, there are several trends I'm seeing right now that are fueling that excitement. First, demand for new technology from our customers is accelerating, and it's outpacing even my most optimistic expectations. Artificial intelligence, drones and robotics, real-time operations, cameras and our newest TASER devices and virtual reality, each of those are resonating across our customer base.
- Patrick W. Smith
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Quotes from axon-enterprise Executives About Artificial Intelligence and Generative AI
Dedrone, Fusus and the AI Era Plan are also being deployed faster than we've seen with prior new technologies while laying the groundwork for future innovations coming over the horizon.
- Patrick W. Smith
This contract with a major city police department also marked the largest contract we've seen in terms of new product bookings, encompassing everything from drones to our AI products.
- Joshua M. Isner
We closed almost $150 million of bookings for our AI Era Plan in Q2 alone and over 30% of bookings this quarter came from new product categories.
- Joshua M. Isner
Yes, Andrew, thanks for the question. Good to see you again. Absolutely, it's accelerating. Yes, we're excited about the result.
- Joshua M. Isner
Zooming out a bit, every quarter that goes by indicates more and more of a contribution from new products.
- Joshua M. Isner
A good indication of not only the time savings that customers are seeing with these products, but it's also the fact that there's more and more products that are making a difference day-to-day this plan that customers are getting along the way.
- Joshua M. Isner
Draft One remains our fastest adopted software solution.
- Patrick W. Smith
We certainly expect to continue to go fast in terms of the AI Era Plan.
- Joshua M. Isner
There is a lot of customer excitement around this plan. And huge shout out to Rick a year ago, a year plus ago now for calling out the need to invest heavily in the AI world in product line.
- Joshua M. Isner