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    Mike Ng • Goldman Sachs

    Mike Ng's questions to Axon Enterprise Inc (AXON) leadership

    Mike Ng's questions to Axon Enterprise Inc (AXON) leadership • Q2 2025

    Question

    Mike Ng of Goldman Sachs asked for the key drivers behind the high 30% bookings growth guidance and for more details on international market traction, particularly in Africa.

    Answer

    President Josh Isner explained that the strong bookings outlook is based on a diversified strategy of selling new products to existing US customers and existing products to new markets like international, enterprise, and federal. COO & CFO Brittany Bagley added that while international saw large deals in Q2, its mix may fluctuate due to the rapid growth in the US market as well.

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    Mike Ng's questions to F5 Inc (FFIV) leadership

    Mike Ng's questions to F5 Inc (FFIV) leadership • Q3 2025

    Question

    Mike Ng asked for an update on the hardware refresh cycle, specifically the size of the remaining legacy installed base. He also inquired about the potential for software revenue growth in fiscal 2026, considering the strong renewal cycle in the current year.

    Answer

    CEO François Locoh-Donou confirmed the hardware refresh cycle will remain strong through 2026 and beyond, but highlighted that durable, non-cyclical trends like hybrid cloud and AI readiness are also key drivers. CFO Cooper Werner projected that FY26 software growth would likely be in the mid-single digits due to a smaller renewal base from flatter FY23 sales, with an expected re-acceleration in FY27.

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    Mike Ng's questions to Hewlett Packard Enterprise Co (HPE) leadership

    Mike Ng's questions to Hewlett Packard Enterprise Co (HPE) leadership • Q2 2025

    Question

    Mike Ng asked for visibility on when federal, state, and local education spending might improve and requested more detail on the "improved customer readiness" that drove higher-than-expected AI systems revenue.

    Answer

    CEO Antonio Neri stated that while there was a pause in some government areas, he expects the situation to resolve in the second half of the year, noting a solid federal pipeline. CFO Marie Myers clarified that the Q2 AI revenue outperformance was specifically due to the timing of customer readiness for deployments.

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