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…