“Axon as well, which we've spoken a lot about 12 and a half percent, was their performance for the month. Again, had a really good report. Revenue up 35%. Revenue guidance lifted to 34% growth. And then if you look at the AI part of the business, which forms a big part of the thesis, its revenue grew at 700%.”
No settled horizons yet — outcomes appear at 30/90/365 days.