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    Alyssa Shreves • Barclays

    Alyssa Shreves's questions to Axon Enterprise Inc (AXON) leadership

    Alyssa Shreves's questions to Axon Enterprise Inc (AXON) leadership • Q2 2025

    Question

    Alyssa Shreves from Barclays inquired about the pace of customers upgrading from basic plans and whether the international business is expected to become a larger portion of the revenue mix.

    Answer

    COO & CFO Brittany Bagley stated that customers are steadily moving to premium plans over time. President Josh Isner explained that while international is growing rapidly, the US business is also accelerating, so the overall revenue mix between the two may not shift dramatically in the near term.

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    Alyssa Shreves's questions to Axon Enterprise Inc (AXON) leadership • Q1 2025

    Question

    Alyssa Shreves asked about any differences in market penetration between the comprehensive AI Era Plan and the standalone Draft One offering, and also inquired about the long-term EBITDA target implications of growing, high-margin SaaS revenue.

    Answer

    President Joshua Isner explained that Draft One had a one-year head start, resulting in its higher current adoption rate, but he expects AI Era Plan conversions to accelerate in the second half of 2025. CFO Brittany Bagley addressed margins by noting that while software provides a tailwind, new hardware products create a balance. She stated the company will re-evaluate long-term margin targets at year-end but is pleased to maintain the 25% target for 2025, even with tariff impacts.

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    Alyssa Shreves's questions to Motorola Solutions Inc (MSI) leadership

    Alyssa Shreves's questions to Motorola Solutions Inc (MSI) leadership • Q1 2025

    Question

    Alyssa Shreves inquired about the performance of video product revenue in the quarter, asking if any weakness was due to a shift to cloud services, and also questioned if tariff uncertainty was impacting customer behavior or deal timelines.

    Answer

    EVP and CFO Jason Winkler confirmed that video grew well and is on track for its annual target of 10-12% growth, led by software and the Alta cloud offering. Chairman and CEO Gregory Brown added that video products are still expected to grow for the full year. Regarding tariffs, Brown stated they are not seeing any change in customer behavior. Winkler noted the company is mitigating the estimated $100 million impact through supply chain actions, cost controls, and pricing opportunities.

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    Alyssa Shreves's questions to Motorola Solutions Inc (MSI) leadership • Q4 2024

    Question

    Alyssa Shreves inquired about the impact of recent federal spending shifts on customer behavior and asked for clarification on the video segment's growth outlook, specifically how the transition to cloud services affects the 10-12% growth forecast.

    Answer

    CEO Gregory Brown stated that the company is not seeing any changes in customer behavior from federal spending initiatives and views efforts to curb wasteful spending as a positive. He also expressed that the customer shift to cloud-based video solutions is a favorable trend that smooths revenue recognition while still supporting strong double-digit growth. CFO Jason Winkler added that cloud adoption is a key strength indicator across the entire platform.

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    Alyssa Shreves's questions to Motorola Solutions Inc (MSI) leadership • Q3 2024

    Question

    Alyssa Shreves, on for Tim Long of Barclays, questioned the sustainability of record gross margins and asked for the current size and performance of the federal business.

    Answer

    Jason Winkler, EVP and CFO, explained that while the $70 million PPV relief is now largely in the past, the margin profile remains positive due to favorable product mix from new APX NEXT devices. Regarding the federal business, he and John Molloy, EVP and COO, confirmed it was around $900 million last year and is growing, with a strong Q3 close that contributed to the quarter's outperformance. Gregory Brown, Chairman and CEO, added that recent large federal contract wins are not yet fully reflected in the backlog.

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    Alyssa Shreves's questions to Harmonic Inc (HLIT) leadership

    Alyssa Shreves's questions to Harmonic Inc (HLIT) leadership • Q1 2025

    Question

    Alyssa Shreves from Barclays, on for Tim Long, questioned the slight sequential decline in SaaS revenue and the underlying customer dynamics. She also asked for an update on the progress of the traditional video appliance refresh cycle.

    Answer

    CFO Walter Jankovic attributed the minor sequential SaaS revenue dip to seasonality in live sports events, noting that year-over-year growth was a strong 15% and that the business is expected to grow in 2025. CEO Nimrod Ben-Natan added that the appliance refresh cycle is expected to continue, driven by a large installed base and customer needs for higher density and new features.

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    Alyssa Shreves's questions to Ciena Corp (CIEN) leadership

    Alyssa Shreves's questions to Ciena Corp (CIEN) leadership • Q1 2025

    Question

    Alyssa Shreves of Barclays inquired about the Metro Optical Fiber Network (MOFN) opportunities as a percentage of the telco business and asked for an update on the recovery outlook for India.

    Answer

    CEO Gary Smith stated that MOFN is currently over 10% of the service provider business and could grow to 10-20% in the next 18 months. Regarding India, he noted an improving pipeline after a period of 5G digestion and expects the region to be up for the year, partly driven by MOFN activity. CFO Jim Moylan added that Ciena has strong positions with all major Indian operators.

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