Axon Enterprise, Inc. (NASDAQ:AXON) Q2 2023 Earnings Conference Call August 8, 2023 5:00 PM ET

Company Participants

Andrea James - Chief Communications Officer

Patrick Smith - Chief Executive Officer

Joshua Isner - Chief Operating Officer

Brittany Bagley - Chief Financial Officer

Jeffrey Kunins - Chief Product Officer & Chief Technology Officer

Conference Call Participants

Will Power - Baird

Tim Long - Barclays

Josh Reilly - Needham

Mike Ng - Goldman Sachs

Keith Housum - Northcoast

Samik Chatterjee - JPMorgan.

Jonathan Ho - William Blair

Jeremy Hamblin - Craig-Hallum

Andrea James

Okay. Welcome to our Second Quarter Earnings Call. Thanks for joining our executives on the call. A quick note about the faces you're going to see on the call today. We want to welcome Erik Lapinski to the team at Axon. He joined us earlier this year and he's our Director of Investor Relations and Financial Communications and we're thrilled to have him. And just Angel Ambrosio, I just want to say, we want to thank her so much. She's been on these calls for over 3 years and she's really helped to lead the way in making us Zoom-first on our earnings call. She's also helped us lead the way in ESG reporting. Angel is not going anywhere. We still work together side-by-side every day.

Okay; on to business. I hope you've all had a chance to read our shareholder letter which was released after the market closed. You can find it at investor.axon.com. And our prepared remarks today are meant to build upon that very robust shareholder letter. During this call, we will discuss our business outlook and make forward-looking statements. Any forward-looking statements made today are pursuant to and within the meaning of the safe harbor provision of the Private Securities Litigation Reform Act of 1995. These comments are based on our predictions and expectations as of today and are not guarantees of future performance. All forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially and we discuss these risks in our SEC filings.

And before we turn it over to Rick, we will play our video which is under 4 minutes today.

Patrick Smith

All right. Great job, Andrea and Angel and welcome, everyone, to our second quarter 2023 earnings call. It's great to be coming back to you with another excellent quarter and an even brighter outlook. I'm fortunate to spend most of my time talking to customers. Reception to our new products has been fantastic. Recently, I met with police chiefs who said, once their officers take TASER 10 out in the field, they will not go out again without it. After trials and successful de-escalations in the field, some have even joked that their officers are saying, you'd have to pry my TASER 10 from my cold dead fingers. This is the type of feedback that motivates us and keeps us moving forward.