Axon Fusus Financials, Valuation And Future Analyzed

**** ** **** *******, **** ***** its *** ****** (*** ***** ********* 20% ** *** **** *****, *** with * ********* ** ~$** *******) and ***** *** ****** *******, ******** **** *****, ****** ** ****.

**** ******** **** ******** **** **** paid *** *****, *****' ********* **** revenue, *****' ******* ******, *** *** Axon *** ********* ***** ** ******* far **** ******* ** ***** ************ and ********.

Executive *******

***** *** ****** ** $*** ******* by ****, ******** ** ****'* ********* 2023 ******* ** ***** ** ******* $10 - $** *******. ***** * steep ******** ** *******, *****' **** revenue ****** ****, ****'* *** **** valuation, *** *** *******'* ******** ** grow ***** ** * *******-******-**** ******** make **** * ******** *********** ***** for ****.

****** ************ ****** **** ****'* ***** here **** ********* ** ** ****** Axon ** ******* ******* *****, ***** it ** * ***** ** *** together ****'* ******* ******* *** ******** itself **** ******* ** *** ********* and ******** *******.

Valuation $*** *******

*** ******* ********* ****** $*** ******* for *** ********* **% ** ***** that ** *** *** ********** *** when***** ****** $** ******* **** **** in ****, ****** ** *** **-* ****:

** ******* ****, ** ******** *** remaining *********** ***** ** *****, ***. (“Fusus”), * ****** ****** ** ****-**** crime ****** **********, *** $***.* *******, subject ** ********* ******** ***** ***********. The *********** ******* *** ******* ** aggregate **** *****, ****, *** ****** feeds, ***** ******** *********** ********* *** investigative ************ *** *** ********* ** public ******, ********* *** **********. ***** to **** ***********, ** *** ** approximately **% ********* ******** ** *****.

**** ******* * $*** ******* ********* for ***** ** *** **** (*.*., $240 ******* / **% = $*** million).

Revenue ********* ** $** ** $** *******

***** **** ******** ** ******** *******, we ******** ** ** $** ** $20 ******* *** ****, ***** *********** ***,*** ******* ************* ***-****** ******* ** ******* **** than $*** *** ****.

Doubling ** **** ******* ******

** ******** **** ***** ******* *** annual ******* ** **** (** ****) based ** *** ****** ** ******* integrated, ********** ~***% ** *** ***** two *****.

*** *** ****, **** ********* ***** as "******* *** ******* **** ***********."

Valuation *************

**** ****** **** ************* **** *** Fusus **** *** ***** ******* (**** for ********). *******, **** *** * clear ****** ** *** **** *** doing ****.

**** ** ******** *** * ******** that ******* ********* $*.* ******* ** annual *******, **** **** **** * billion ****** **** ***** *** ******** (*** ***** ****** *********** ******).

****, **** *** ** ***** **** millions ** *****-********* **** ******* ******* deployed, ********* * ********** *** ***** to ***** **** *** ** ******** platform ** ****** ************ ***** / security **** *******.

"Win" *** *** *******

***** **** *** **** **** ***** as * **** ****** *** ***** provider, **** *** ***** ** *** to ******* ******* **** *******:

*** **** ******** ** ** ******* thebest **** ***** *** **** ********* we can to help agencies with the entire lifecycle of an incident. And it's ultimately about our play to earn the right to win **** *******, ******* *** **** *******, and win that pane of glass where they review the information from those sensors, and to win **** *** **** ************** ******* as both first responders and the businesses where things happen work together to resolve as quickly as possible things when they occur. [emphasis added]

Single **** ** ***** *** **************

**** **** ***** ******** * "****** pane ** *****" *** ************** ********** to ************ ************ *** ******** ******** - **** **** **** * "**** Time ***** ******" *** *** **** alternatively ******** ** "******* *** *******", "PSIM", ***. ********** *** *****.

**** ****, ****-**** ***** ******* ******* by **** *** ***** **** ****** and ******** ******* ** ** ************ wide ***** ** **** ******* ****** Axon *******, *********fixed, ****-****, ** -***, and automated license plate recognition (“****”) *******;gunshot ********* sensors, social media feeds and various other sensors and systems — again, with appropriate permissions. By aggregating all of this information into a single **** ** *****, real -time crime centers can further improve situational awareness, reduce response times and support proactive crime prevention efforts by leveraging up-to-minute information and analytics. We enable information to be quickly and easily shared ******* ************* ********, ensuring accelerated justice for all involved, another point of expansion into additional emerging product areas for our company. [emphasis added]

Switzerland ** *******

**** **** ** ***** ***** ** being *********** ** ************ **** ******* and **** ** ** **** ** integrate **** *** **** ****** ** existing ******** *******:

** *****, **** **** ****** ***** is, * ********* **** ** * high *****, **** ***Switzerland ** *******. They've integrated with every imaginable sensor and CCTV camera, and we met them. We were introduced by customers who really loved what they were doing and said, hey, we want you to integrate Axon cameras onto the Fusus map because we don't want to have to open a different map and a different interface for every different vendor of cameras that we're using. And that's a lot of work to build something, Fusus *** ****** **** **** ******** *****-***** *******. And we really do want to keep **** ******** **** **** so that it can be broadly compatible with virtually any type of sensor, any type of camera in the market. We think that's critical to expanding the utility of our ecosystem to our customers.

TAM ********* ** $** *******

**** ******** **** "***** **** ************* $13 ******* ** [*****] *** [***** Addressable ******" ***********." **** ***** ** across * *****: $* ******* *** the "********** ******" **** $* ******* for ** ***** & *****, *** another $* ******* *** ************* ***********.

*** ******* ********* ******* ** *** enterprise ****** ***** **** ********:

$** ******* **********, **********more **** ** ******* potential ***** ** *** ****** ******, including retail associates, technicians, transportation and warehouse employees, and private security professionals, among others. Our recent acquisition of Fusus ****** ******* *** enterprise ***********, ****** $* ******* ** **** ***, with Fusus technology helping unlock our opportunity to access fixed video and CCTV feeds within our ecosystem. [emphasis added]

Fusus ** ** $*** ******* ** $*.* ******* ****** ******* ****-****

*** ************** ** **** ** ****, over *** **** ******, **** ******** that ***** *** ******* $*** ******* or **** ** ****** *******. ** believe **** ** ******** ***** *** size ** ****'* **** ****** ******** and *** **** ** ******** ** video ************ ******* ******* ******** **** in *** ** *****.

** ** *** ******* **** ** a ***** ** ****, ** **** do **** *********** **** ********, *******, etc. ***, ** **** *******, ** will **** **** ******** *** ********** from ******* ****** ****** *** ******** government **********. *******, ** ** **** much ********.

TAM ********

** *** *** **** ****** **** a ******'* *** ***********, ** **** are ********** *********** *** ********* **** optimistic. ********, * *** ** **** the ****** ***** ** *** ***, not **** ** ******** ** ***** (*** **** ***********).

*******, **** ** *** ** *** more ************ *** ******** *** *** is **% ****, *** $* *******, given ****'* *********, ** ** ******** for **** ** **** **% ** more ** **** ******, ****** **** a ******** ********** $***+ ******* ** annual *******.

Millions ** ******* ******* **********

****** *** ********* ************, ****'* ******** will ****** **** ****** ******** ** private ******* **** **** ****** ********** into ********* ************ *******. *** *******, Fusus ***** *** ******* ** ~***,*** and ******* ****.

************, ** *************** *** ********** ** private ******* **** ********* ** ********** systems *** ****'* ***** **** *****, even ** **** ** *** ******** succeed, **** ****** **** **** ********** will ******** *************.

Live **** ******* ** *****

*** ********* ********* **** **** ** leveraging ** ********* **** ****** ***** live **** *****, **** *** ******* saying:

**** **************-********* ******* * **** ****** to *** ****** ******** **** * and ******* ******** ** *** ****** withdirect ***-*** ***** ************** **** **** **** *. We believe the integration ** ***** into this product category will be accretive ** *** **** -**** ******, and we saw early signs of success leading into this strategic acquisition. [emphasis added]

**** ** ******* ** ** ** what, ** ***, ************ **** **** allow *** *** **** ******* ** competitors **** ** ********.

** *** ****** **** **** *** limit *** ***** ************, ** **** have * ******** ********* ** ********** its ***** **** ****** **** ****.

General ******** ****** ****

*******, **** ********** *** ******* ******** of ***** ***** **** ** ****:

*****'* **** **** ******** ** ** bring ** ***** ******** *** ***** teams ** ****** ****** ** *** customers *** *** ******** *** *** of *** ********** **** **'** ***, scaling ** ***** ***** ** **********, as **** ** ****** **** ****** to **** ** *** ************** *** support ** *** *&* ****. *** so, ** * *** ** ****, we're ****** **** **** ****** ****** them ** *** ****** *** ********** what ****'** *****.

*******

**** *** ****** **** **** **********, and ***** ******* **** ******** **** will **** *** **** ******** ** integrating *** ******* *****. ****, **** will ******* ****** **** ****** *******, forcing *********** ** ***** ** **** share *** ******* ***** ** ******** about **** ****** ******** ** ******* cameras ********* ** **************.