TASER WKN: A2DPZU ISIN: US05464C1018 Kürzel: AXON Forum: Aktien Thema: Hauptdiskussion

Hier sind sie: Summary of Q1 2020 results: Revenue grew 27% year over year to $147 million, with strength driven by our Software & Sensors product segment, which grew 41% year over year due to demand for Axon Cloud software offerings and Axon Body 3, our latest generation camera that features LTE-connectivity and location-based services. International revenue grew 38% in the quarter to a record $30 million. Gross margin increased both sequentially and year over year to 60.2% Operating expenses of $89 million included $20 million in stock-based compensation expense and $6 million in costs related to the FTC litigation. (An update on FTC litigation is below, under "Update on Legal Matters.") GAAP EPS was $0.07 and Non-GAAP EPS was $0.40. Quarterly Adjusted EBITDA of $30 million more than doubled year over year, representing a 20% margin on revenue, and delivering a 51% incremental contribution margin on revenue when compared with Q1 2019. Cash and cash equivalents and investments totaled $395 million, including an investment payable of $13.5 million at March 31, 2020. Uses of cash in the first quarter included $8.5 million tied to selling long-term hardware subscriptions, which results in recognizing revenue ahead of invoicing, $8.6 million tied to building up hardware inventory, which helped us respond to strong product demand while preparing us well to stagger factory work schedules due to COVID-19, and $4.7 million related to a strategic investment in Flock Safety. Accounts payable of $32 million included the above mentioned $13.5 million payable, which settled in early April. Axon has zero debt..

Zahlen Heute nach dem Gong. Könnte eine positive Ueberraschung werden.

Natürlich. Und werde es auch immer bleiben. Axon ist ein Ankerinvestment in meinem Depot.

Kurs hält sich vergleichsweise gut, ist natürlich Worst Case Szenarien geschuldet. Noch jemand investiert?

Ist das schon die Wende? Oder nur ein kleiner Hüpfer zum Wochenende?

Man könnte jetzt nachkaufen für später, aber ich glaube nicht, dass der Crash schon vorbei ist.

Ja, wird wohl nicht viel bringen jetzt in der Korrektur. Aber danach dann dafür.

Axon Enterprise, Inc. has added a new press release to its website: Axon 2019 Revenue Grows 26% to $531 Million; SaaS ARR up 49%, Setting Foundation for Continued Growth & Momentum

Fürchte, die gehen unter - auch, wenn sie sehr gut sein sollten

Heute nach Schluss die Zahlen.

Was ist denn hier los?

Axon Enterprise, Inc. has added a new press release to its website: Axon to Release Fourth Quarter and Full Year 2019 Earnings on February 27, 2020

Soeben informiert worden: Axon - Axon Partners with Bureau of Alcohol, Tobacco, Firearms and Explosives to Support Federal Joint Task Forces with Body Cameras and Digital Evidence Management System

Und neues ATH.

Ich bleibe hier die nächsten 10 Jahre einfach dabei.

So, bin hier erstmal mit schönem Gewinn raus. Kaufe aber sicher wieder ein, wenn sich die Märkte beruhigen.