Axon Enterprise Inc (AXON) オプション

So far this week the covered 500k of the 2.5 million apparently hedged short that will no longer be needed by them.

For the record
50k short covered brought the price up $50 to $550

X

So if I read this correctly, AXON is entering into an unsecured 1.5 billion dollar loan payable at 6.125% to pay off (repurchasing or redeeming) Axon's 0.50% Convertible Senior Notes. I'm not sure what they will do with the rest of the cash.


Now they have entered into separate, privately negotiated exchange agreements with certain holders of its 0.50% convertible senior notes due 2027. At $500 a share they will issue about 1 Million shares after the closing bell on March 13th. So what does this statement mean "In connection with these exchanges, Axon expects the various exchange agreement counterparties who have hedged their equity price risk with respect to the Notes being exchanged (the "hedged holders") will unwind all or part of their hedge positions by purchasing Axon's common stock and/or entering into or unwinding various derivative transactions with respect to Axon's common stock. The amount of Axon's common stock to be purchased by the hedged holders or the notional number of shares of Axon's common stock underlying such derivative transactions may be substantial in relation to the historic average daily trading volume of Axon's common stock. This activity by the hedged holders could increase (or reduce the size of any decrease in) the market price of Axon's common stock. Axon cannot predict the magnitude of such market activity or the overall effect it will have on the price of Axon's common stock."

As information typically lenders hedge their bet (loan) by shorting the stock during the lending period, just in case it moves down, as the loan (bet) is paid off more than likely they will close those positions.

As a percentage of the outstanding shares the current short count is very low. However, it is still at about 2.5 million shares, the average volume is about 1 million so we may see a little pressure to the upside from some of the shorts closing their position? For the record going forward this is currently at $500 (recently down from $700), how far will it head back up or even better blow through the $700 number? Stay tuned.

X That is if I read those releases properly to date.

Analysts called for $1.40 a share in earnings, AXON delivered $2.08.

Dang.

X

I can see a day in the not so distant future where a drone pod is on every police car that is also a charging station when the lights turn on, the vehicle stops and the door opens, at which time it moves to the front of the vehicle and looks in the windshield then hovers above.  The PD pays a couple bucks for each use, speeding tickets have a fee on each to cover.

If the perk runs the drone could persue, screen viewable on a cell phone, glasses and screen in the vehicle. That is down the road though. 

Also I see the Bolo wrap technology as a possible takeover target symbol WRAP.

X. This 'first draft' report writing software is kewl. That will reduce the overtime budget.

Draft AI plus drones = crazy, tipping point.

Not going back, easy report writing tis a force multiplier.  It is a Crazy future guys.

A drone with all officers and a drone connected to draft AI equals a report of the entire trump assination attempt being written in 1/2 hour.

No more when did you know and what actions did one take.... it is all documented by the second.

X, honest

An 8-K is required for any significant events that could affect valuation.  Flock did not rise to the level to warrant one.

Earnings release Tuesday after market so I'm guessing Wednesday this will be back at $650.

X.

As info, Flock is a small player so don't get your pantys in a bunch. Big dog vs. Lil dog.

Buy.

X. Sniff, sniff a takeover by the crushing of the big dog may be on the table? As I tear up grass with my back legs kicking dirt in the dog house. We will see.

Looks like they took out the stop losses before the earnings are made public next Tuesday.

X

"More importantly, Wall Street is overwhelmingly bullish. Among the 15 analysts who follow Axon, 100% have a buy rating on the stock. No other company in the S&P 500 has a higher percentage of buy ratings"

Stock split in 2025?

technically added as of Monday 23rd but typically funds do get ahead of the date
this plus Santa Claus rally should be good for the next 2 weeks

Watch this on Monday, may be added  to nasdaq 100 on Monday, as info this is Friday.

X

As information this is trading premarket in the $608 range but because those trades are under 100 shares the closing price displays.  IMO they should forward split this to bring the cost down for retailers like NVDA did.   10 for 1 would make it 60 Bucks, 20 for 1 would make it $30.

X

$600 bucks today, what a run.  Whoda thunk.

X

$525 after hours on earnings reported.

Dang, X

Earnings due out on Wednesday.

X

This is moving towards $500 faster than I imagined.  If they could do a 10 for 1 forward split it would invite more retailers in.

Perhaps if the next earnings report is favorable they will do it.

X

Forward split.

Oops

Remember that Ihub only posts the price in the quote for blocks of 100 (for instance right now it has the quote at $414 when actually the price is trading at $416). In other words a trade for $41,600 would need to happen for it to appear here. If you watch the trades you can see it for yourself.

IMO they should reverse split this for the retail cats as NVDA did because $400 a share is intimidating to smaller investors.

I still say that I'd like see the Secret Service implement AXONs "draft one" program that records what happened exactly when and can combine all of that data into in a report with the push of a button. Local and Federal would all be on the exact same clock down to the second.

Gee... no bashers on this board.

"Monk'sdream" seems to be an AI Id for those in the know to follow.

Spoke to the local police chief, they have an old agreement which gives them a free ride on updates, he said they use 5% of AXONs capabilities.

Watch this first draft which fills out the reports going forward.

X

Historically, AXON (Taser) did 3 splits, ironically all were in 2004 after a run up. I'd like to see something in the 10 to 15 to 1 area to put it in reach of the retail crowd.

X

$350 at 15:1 puts it at $23 on the street.

Enlight of the testimony from the secret service today where 9 days later they are still struggling to determine who said what to whom and when did they say it, Draft One has an awesome opportunity here, they don't need tasers but the video and audio in an orderly fashion would be great.

Push a button and out it comes chronologically with video.

X

Draft One saves officers one or more hours per day utilizing body-worn camera audio to produce draft police reports in seconds with greater quality and clarity.

This is a big deal.

X

AXON new 52 week high

$300 buckarooskis.

X

AXON new 52 week high

AXON new 52 week high

Nice I think it go higher.

We got it $255.

Nice 1, 3 month & 1 year.

X

Fireball

AXON$🤫🚀🚀🚀🚀🚀🚀🚀

I'm predicting that WRAP will be a takeover candidate for AXON if they are to achieve a 50% reduction in police bad guy encounters.

X. In both, we'll see

We will take it easy.

I bought a few um 600 shares today, Im long term guy, some at 188.00 some on an old 210 buy, whatever, I'm a Long term cat.

Thanks

X

34% Year over Year Growth.

Outstanding and with the unrest in the world, Demand will continue to rise.

X

Axon Enterprise is joining the S&P 500 on Thursday, they are moving up from the midcap 400.

X

Wow that new camera will be required by all police departments, up we go.

How about $250?

X

Axon 2022 Revenue Grows 38% to $1.2 Billion

I'd day WRAP by AXON will be taken over for Smith's 50% goal to reduce deaths in takedowns.

Make sense?

X

Starting to roll.

Stay tuned.

This is a great long-term bet.

Day traders, not so much, this is one for the retirement account.

X

Without the Smith's I would not be here. Let's do the shuffle, someday I hope to do it.



X

I remember when this was 16.00 in 2015.

10 bagger.

Axon Reports Q3 2020 Revenue Growth of 27%, ARR Tops $200 million, Up 44%
Surge in Total Bookings, Up 56%YOY, Federal Bookings Up 400% YOY

Simply put WOW

PS AXON lost 1 cent a share
what the?

aaxn earnings day, always spooky
and 9 of 10 times the thing freaks out after

for some reason, for 20 years of watching
sales have gone from 1 million to well over 100 million a quarter

yet the EPS is always low single digits or negative
growing in one sense but not the others

but execs seem to be making lots for themselves????

$AAXN | #AXONEnterprise Breakout Target



Potential target $120

Earnings going to EXECS and not shareholders
This is why the stock loss
Someone should ask about this

and 687 million in cash for things??? like what

SG&A included $27 million in stock-based compensation expense, including nearly $11 million in "catch up" expense. R&D included $6 million in stock-based compensation expense, including $1 million in "catch up" expense. Excluding stock-based compensation expense, operating expenses declined 1% sequentially.

The "catch up" expense is tied to Axon's CEO Performance Award and eXponential Stock Performance Plan ("XSPP"), for which two additional operational goals became probable of attainment during Q2 2020 due to our strengthened outlook, bringing the total number of operational goals that are statistically probable to eleven.

For more details about Axon's innovative stock-based compensation plans, which were approved by shareholders and align the interests of management and employees with shareholders, please see our online FAQ at investor axon


Cash and cash equivalents and investments totaled $687 million at June 30, 2020, or $676 million after adjusting for an investment payable of $20 million, which net of receivables was $10 million.

As body cameras gain more attention, their uses are expanding well beyond law enforcement: Seattle Times

Weeks of protests in the wake of the killing of George Floyd have placed renewed attention on police body-worn cameras, whose two largest U.S. manufacturers have a significant Seattle presence.

Axon and Motorola Solutions recently branched out to commercial sales even before Floyd’s filmed killing in Minneapolis. Cellphone footage from bystanders put the case in the spotlight, but recordings from police body cameras are expected to be introduced at trial.

Businesses and municipal services large and small — including fire departments, emergency medical technicians, private security firms, department stores and construction crews — have turned increasingly to body-worn devices from a plethora of manufacturers to monitor employees for training, safety and behavioral purposes.

“Frankly, we’ve been really surprised at the level of interest in a broad number of different industry marketplaces that were not on our radar before,’’ said Axon founder Rick Smith, whose 1,500 employees include 245 in a Seattle office that is the company’s second biggest beyond its Scottsdale, Arizona, headquarters.

The idea of body cameras as a nonlethal safety tool to monitor police and modify behavior — with the aim of reducing excessive force by officers and false complaints against them — is also what’s luring the business world.

Axon makes body cameras for the Seattle Police Department and the Minneapolis force, four of whom were charged in Floyd’s killing in May. Within the past six months, it has started selling cameras to larger companies for “industrial use” purposes, one of the bigger ones a pharmaceutical firm where devices are being worn on a trial basis by employees at drug-testing facilities.

“It turns out that any time there is any concern that somebody didn’t follow the right safety protocols, they have to scrap millions of dollars of medication,” Smith said. “But they reported back to us that by having people that are working key processes wear body cameras, they are able to go back and check and verify whether or not a process was followed. They’ve already saved millions of dollars in stuff they didn’t have to scrap.”

Others include a company doing “large truckloads of deliveries” to grocery stores, using cameras to record the physical transfer of goods to reduce theft and loss. “There are times when a client would call up and say, ‘Hey, we’re one palette short of some produce’ or ‘This produce is bad.’ Well, now that they’ve got the video, they’re able to go back and look.”

While cameras like GoPro have made significant inroads among consumers — sky divers, mountain climbers, cyclists and other outdoor enthusiasts — Smith said his commercial clients want something different. The Axon Flex 2, Axon Body 2 and newer Body 3 cameras are less focused on color pixelation and cinematography than a GoPro, but better for evidence gathering given their 12-hour, full-police-shift battery life and delivery of accurate, non-erasable footage — even in low light — and crisp audio along with secure storage options.

The Body 3 also offers livestreaming that activates automatically when a police weapon is drawn or emergency lights activated, and remote map-tracking of the camera-wearer.

“The fact that we do this with police evidence is a strong industry endorsement around the reliability and security of our overall platform,” Smith said. “It appears to really be resonating in a lot of other industries.”

Motorola has made in-vehicle cameras for police since 2004 — becoming the national leader in that realm — before branching out to body camera sales in 2015. It began selling body cameras commercially in the United Kingdom last year and in the United States the first half of this year to customers in retail sales, the railway industry and emergency first responders.

The company’s Seattle office of about 150 employees is a headquarters for its “command center software” business — which includes tools for gathering and storing video evidence obtained from body cameras.

John Kedzierski, Motorola’s senior vice president of video evidence and analytics, said the recent protests and calls for increased body camera use by police “has absolutely made more customers interested” in the product. But Kedzierski said commercial interest had already been piqued, with demand surging once the coronavirus pandemic took hold.

“Unfortunately, with the COVID-19 pandemic, we continue to see cases where customers behave very inappropriately,” Kedzierski said. “You’ve probably read and heard about cases where people engage in coughing and spitting intentionally because they were dissatisfied with something. And so, we’re seeing more demand for cameras in those areas to de-escalate those situations and, if need be, to document them.”

Clients also use the footage to train new employees on real-life situations they may face. Or, to go over how an employee handled a situation to train them to attain better outcomes.

Motorola, like Axon, wouldn’t divulge the names of its U.S. clients because it doesn’t have permission. Motorola clients overseas include the Sainsbury’s department store chain — the U.K.’s second largest — where Kedzierski said employees at about 400 of 1,400 or so locations wear the company’s VT100 camera to record customer interactions.

“Front-line employees that are trying to enforce people wearing masks, or social distancing, inside the store can encounter a customer that doesn’t want to do that,” said Kedzierski, whose company also sells VT100 cameras to the British-based ASDA and Co-op supermarket chains. “And those situations can get escalated. That focus on employee safety has been a key driver in our discussions more than anything else.”

This will be $175 by Inauguration Day.

and 100.29 +3.02 (3.10%) $100 bucks

why axon has bought out vtsi is beyond me...