Axon Enterprise

Amid nationwide backlash over automated license plate readers, several communities are switching from Flock to Axon for ALPR and camera systems, boosting Axon's footprint alongside its existing dominance in body cameras. Critics and privacy groups warn the swap does not address core surveillance and misuse concerns, while Flock and Axon dispute technical and policy advantages such as data retention defaults. Local examples include Denver and Tonawanda; Flock recently reduced its default data retention from 30 to seven days, though agencies can alter that period. » Plus sur yahoo.com

Axon Enterprise has delivered steady quarterly revenue increases, reaching $904.4 million in Q2 2026 and showing rising software-service contribution and a roughly 6% operating margin. Booking Holdings operates at a much larger absolute scale with $7.4 billion in Q2 2026 and a ~34% operating margin, but its revenue shows greater cyclical volatility tied to travel demand and regulatory scrutiny. Investors are watching whether Axon’s shift toward cloud software will expand margins and whether Booking’s Connected Trip strategy can accelerate growth. » Plus sur finance.yahoo.com

Axon Enterprise fell about 13.4% to $528.12 in morning trading after investors reacted to a deterioration in margins and other profitability concerns. The company reported Q2 revenue of $904.3 million (+35%) and adjusted earnings per share of $1.88, both above expectations, and raised its full-year revenue outlook to 32–34%. The adjusted gross margin in the Software and Services segment fell from 78.9% to 75.1%, GAAP net income declined and inventories increased, which prompted heavy selling given the stock's high valuation. Analyst price-target raises were not enough to stop the sell-off in a slightly risk-averse market environment. » Plus sur de.investing.com