14min chapter

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Axon: Stunning The Competition - [Business Breakdowns, EP.175]

Business Breakdowns

CHAPTER

Axon's Shift to Software Model and Margin Profiles

The chapter explores Axon's transition to a software model alongside hardware offerings and the structure of customer contracts, emphasizing subscription options. It analyzes the margin profiles of tasers, cameras, cloud services, and software segments, shedding light on competition in body camera markets and growth strategies. Additionally, it discusses revenue growth factors, customer contract dynamics, expansion plans, and projections for gross margin increases.

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