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Yani Samolus

Senior Research Analyst at Baird

Yani Samolus is a Senior Research Analyst at Baird, specializing in coverage of the healthcare and life sciences sectors, with a particular focus on companies in diagnostics, therapeutics, and biotech. He covers notable companies such as Thermo Fisher Scientific, Danaher, and Illumina, and has built a strong reputation for delivering actionable investment insights with a consistently high success rate, recognized for accuracy in stock recommendations and outperformance versus the S&P 500. Yani began his finance career over a decade ago after earning his MBA from The University of Chicago Booth School of Business, joining Baird in 2012 following analyst roles at Leerink Partners and Raymond James, and has consistently maintained licenses such as Series 7, 63, and 86/87 as reflected in his FINRA registration. His work has garnered industry recognition including rankings on TipRanks for top analysts in healthcare equity research.

Yani Samolus's questions to AXON ENTERPRISE (AXON) leadership

Question · Q3 2025

Yani Samolus inquired about the progress of Dedrone and DFR conversations at the state and local level, particularly after the IACP event, and the traction for drones in military/defense applications. He also asked CFO Brittany Bagley for the gross margin outlook, specifically requesting a review of the tariff impact on connected devices gross margins.

Answer

President Josh Isner and CEO Rick Smith discussed the growing awareness of drone threats, regulatory challenges for state/local mitigation, the Skydio partnership for DFR, and the strong synergy between DFR and 911 investments. CFO Brittany Bagley explained that Q3 was the first full quarter reflecting tariff impacts on connected devices gross margins, which is now 'baked in,' and future gross margins will be influenced by software growth and product mix.

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