Weekly Update February 24-28

AXON + TMDX earnings, Monthly Summary and Conviction List

Let’s get right into it!

Axon

Reported after the bell on Tuesday

YoY Revenue

31%

30%

34%

54%

34%

31%

33%

29%

34%

34%

31%

33%

QoQ Growth

18%

11%

9%

8%

2%

9%

10%

4%

7%

9%

8%

6%

YoY Cloud Revenue Growth

47%

35%

51%

64%

51%

63%

55%

47%

52%

47%

37%

41%

GAAP EBIT margins

7%

7%

10%

7%

5%

11%

13%

10%

3%

7%

4%

-3%

FCF margins

10%

2%

8%

35%

-19%

8%

12%

27%

-7%

14%

12%

39%

And here are some quotes from the call:

Our international b…