Axon Enterprise, Inc. (AXON) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.12K Followers Follow Axon Enterprise, Inc. ( AXON ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 1:50 PM EDT Company Participants Brittany Bagley - COO & CFO Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Goldman Sachs Group, Inc., Research Division Great. Good morning, everybody. Welcome to the Axon fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing Brittany Bagley, who's the Chief Financial Officer and Chief Operating Officer at Axon. My name is Mike Ng, and I cover Axon here at the firm. We have about 35 minutes for today's presentation. But first and foremost, thank you so much for being here, Brittany. Brittany Bagley COO & CFO Thank you for having me. I always like coming here. Question-and-Answer Session Michael Ng Goldman Sachs Group, Inc., Research Division I'm thrilled about that. To kick things off, I wanted to ask about Axon's portfolio and key growth drivers. Axon is the market leader in U.S. public safety technology. Historically, Axon has done very well in TASER, body camera, evidence management software. Today, about 1/3 of the software comes from non-evidence software like 911, Fusus and the AI Era Plan. How are you thinking about the key growth drivers from here and what the strategic priority is for the management team? Brittany Bagley COO & CFO Yes. No, it's a great question. And it's really nice to be able to share some of those stats with all of you because these are businesses that we have been talking about and investing behind in the last couple of years. So it's great to actually be able to share some of those growth numbers. I think the really important thing to remember about our products and as we've evolved the product portfolio is that it really