Unknown Analyst's questions to Axon Enterprise Inc (AXON) leadership • Q3 2024
Question
An analyst from GMP Securities asked if the Dedrone and Drone as a First Responder (DFR) opportunity is primarily a domestic push or if it has significant international potential to act as a "tip of the spear" product.
Answer
CEO Patrick Smith clarified that Dedrone has standalone international appeal for counter-drone capabilities, bringing in new customers like stadiums and critical infrastructure. He explained that for state and local police, DFR is the key application that makes counter-drone technology compelling. He also highlighted non-law enforcement use cases, like automated facility patrols, which expands the opportunity globally.