Sign in

You're signed outSign in or to get full access.

Josh Reilly

Principal and Senior Research Analyst at Needham

Joshua Reilly is a Principal and Senior Research Analyst at Needham & Company, specializing in enterprise and application software, SaaS, and GovTech industries. He covers around 20 companies in computer and technology sectors including Verint Systems, Zoom Communications, Vertex, Asure Software, TechTarget, Twilio, Tyler Technologies, and HubSpot, with a strong track record of 49 ratings over the past year featuring 93.9% Buy recommendations and 6.1% Hold. Reilly joined Needham in 2018 after roles as a research associate at Canaccord Genuity covering IoT, mobile devices, and semiconductors, and at Northland Securities focusing on enterprise software, beginning his career at Okabena Investment Management. He holds a BSB in Finance and Accounting from the University of Minnesota’s Carlson School of Management (cum laude) and is a CFA charterholder.

Josh Reilly's questions to AXON ENTERPRISE (AXON) leadership

Question · Q4 2025

Josh Reilly asked if 2025 marked an inflection point for Axon's international business outside Commonwealth countries, indicating it could become a much larger contributor. He also inquired about the impact of the Carbyne and Prepared acquisitions on guidance for revenue and EBITDA, acknowledging their relatively immaterial nature.

Answer

President Josh Isner stated that 2025 would only be an inflection point for international business if followed by an even better year, emphasizing the need to capitalize on current momentum. COO and CFO Brittany Bagley clarified that Carbyne had zero impact on guidance as it closed this month, and Prepared had an immaterial impact as it was acquired partway through the quarter, with both expected to impact going forward.

Ask follow-up questions

Fintool

Fintool can predict AXON ENTERPRISE logo AXON's earnings beat/miss a week before the call