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Josh Riley

Senior Analyst on the enterprise software team at Needham & Company

Josh Riley is a Senior Analyst on the enterprise software team at Needham & Company, specializing in SaaS, application software, and GovTech equity research. He covers companies such as Vertex, Clear Secure, TechTarget, and AudioCodes, with recent analyst actions including a 'Buy' rating and $25 target price for AudioEye (AEYE) in April 2025. Riley has demonstrated active engagement in earnings calls and investor conferences, inquiring on key topics like growth drivers, AI opportunities, and financial targets. His career includes his current senior analyst role at Needham, with professional credentials tied to FINRA-registered activities as an equity research analyst.

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

Question · Q4 2025

Josh Riley asked if 2025 marked an inflection point for the international business (outside Commonwealth countries) becoming a much bigger contributor. He also inquired about the impact of the Carbyne and Prepared acquisitions on Axon's guidance for revenue and EBITDA.

Answer

President Josh Isner stated that whether 2025 was an inflection point for international business depends on following it up with an even better year, emphasizing the team's focus on capitalizing on current momentum. COO and CFO Brittany Bagley clarified that Carbyne had zero impact on guidance as its acquisition closed this month, and Prepared had an immaterial impact as it was acquired partway through the quarter. She noted that both businesses are expected to significantly impact results going forward.

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