State Corrections Institutions Modernize Operations with Axon

Impact · against what's priced in

The expansion into corrections and the 40% assault reduction metric provide a quantitative catalyst for revenue acceleration, which the market is currently refusing to price in. While small in scale (four states), it validates a new vertical that could help bridge the gap toward the 52% CAGR required by the current valuation.

AXON+0.20

Challenges what's priced in

The price assumes

Revenue growth accelerating from the current ~35% to the ~52% compound annual rate

The market currently ignores the possibility of revenue growth accelerating above 35%; the deployment of technology across four new states and a proven 40% reduction in staff assaults provide a concrete value proposition to scale this vertical across the remaining 46 states.

What AXON's price assumes · Sep 13

• AXON
• body cameras
• corrections
• government contracts
• public safety
• security tech
• surveillance

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