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    James Reynolds • Morgan Stanley

    James Reynolds's questions to Axon Enterprise Inc (AXON) leadership

    James Reynolds's questions to Axon Enterprise Inc (AXON) leadership • Q1 2025

    Question

    James Reynolds asked about potential adoption hurdles for newer AI functionalities beyond Draft One and the impact of recent FAA waiver process improvements on the Drone as a First Responder (DFR) business.

    Answer

    CEO Patrick Smith acknowledged that advanced features like vehicle intelligence might see slower adoption in some jurisdictions but noted strong interest in productivity tools like the real-time translator. Executive Jeffrey Kunins added that the broad AI suite offers a 'palette of choices,' increasing overall value. Regarding DFR, Smith and Kunins called the FAA changes a 'meaningful step forward' and stated that DFR is 'going mainstream,' with growth expected to accelerate in the second half of the year.

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    James Reynolds's questions to Bandwidth Inc (BAND) leadership

    James Reynolds's questions to Bandwidth Inc (BAND) leadership • Q1 2025

    Question

    James Reynolds, on behalf of Meta Marshall, inquired about the key drivers behind the continued increase in average revenue per customer and asked about the durability of the strong Q1 gross margin performance throughout the rest of 2025.

    Answer

    CEO David Morken attributed the growth in average revenue per customer to broad adoption of the Maestro and AI Bridge platforms, which drives increased usage, cross-selling, and upselling. CFO Daryl Raiford stated that while quarterly margins can vary, the full-year guidance implies margins consistent with Q1's performance, keeping Bandwidth on track to meet its medium-term target of 60% or more in 2026.

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