Axon Enterprise, Inc. (NASDAQ:AXON) Q3 2023 Earnings Conference Call November 7, 2023 5:00 PM ET

Company Participants

Andrea James - Corporate Communications Officer

Rick Smith - Founder and Chief Executive Officer

Josh Isner - President

Brittany Bagley - Chief Operating Officer and Chief Financial Officer

Conference Call Participants

Keith Housum - Northcoast Research Partners

Trevor Walsh - JMP Securities

Joe Cardoso - JPMorgan

Will Power - Baird

Mike Ng - Goldman Sachs

Jonathan Ho - William Blair

Meta Marshall - Morgan Stanley

Josh Reilly - Needham & Co

Jeremy Hamblin - Craig-Hallum

Operator

Hi, everyone. Welcome to our Third Quarter Earnings Call. Thank you so much for joining us. Our prepared remarks today are meant to build on the information in our shareholder letter, which was published at investor.axon.com after the market closed. So we hope you all had a chance to read that 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.

Okay, every quarter we start you off with an earnings video and we do this so you can get -- so you look and feel for our business quarter-by-quarter. And so we're so excited this quarter we're going to double-click on our federal business, which is a very exciting expansion opportunity for us.

So, last month, we had a great showing at the AUSA Conference, which is the Association of the United States Army Annual Conference. So we're going to play a video. We're going to take you there. It's about two minutes and then we'll turn it over to Rick.

[Video Presentation]

Rick Smith

All right. Thank you, AJ, and great job to Richard and his team at AUSA. It's truly exciting to see the energy that our team brings to these events. I was on the ground at AUSA and I'm super excited about what Richard Coleman and our entire federal team is doing.

Welcome everyone to our third quarter 2023 earnings call. It's great to be coming back to you with another fantastic quarter. We also celebrated the company's 30th anniversary in September. Let me take a big step back for a moment and reflect on our founding ethos and how that translates to today.