TASER WKN: A2DPZU ISIN: US05464C1018 Kürzel: AXON Forum: Aktien Thema: Hauptdiskussion

Halten!

Bin mit EK von 49 hier drin und überlege zu neuen Weiden zu ziehen. Eure Meinung?

Ja, werde auch zukaufen. Sollte in Zukunft noch sehr viel Freude bereiten.

Sehr schöne Zahlen diesmal! Macht nicht viel draus wegen schlechtem Gesamtmarkt. Habe nochmals zugekauft. Revenue of $226 million grew 32% year over year, on top of 50% growth in Q4 2019, reflecting particularly strong global demand for TASER 7 devices and strong domestic demand for our cloud software suite. The quarter benefitted from a $20 million TASER 7 order from an international customer - the largest TASER order in our company's history. Gross margin of 62.5% improved 860 basis points year over year, reflecting TASER segment margin improvement, which we discuss below, stronger body camera gross margins due to customer mix and an increased mix of high margin software revenue in our Software & Sensors segment. Operating expenses of $136 million included $53 million in stock-based compensation expense and less than $1 million in costs related to FTC litigation. (An update on the FTC litigation is below, under "Update on Legal Matters.") SG&A of $98 million included $43 million in stock-based compensation expense. R&D of $38 million included $9 million in stock-based compensation expense. We recognized $41 million in expenses related to our eXponential Stock Performance Plan ("XSPP") and CEO Performance Award in the fourth quarter. Although we achieved the first Adjusted EBITDA operational goal, no shares were vested from the achievement of this milestone pending certification by the Compensation Committee. To date, no other operational goals have been achieved. Costs are recognized under these plans when future milestones are considered probable of achievement. As of Q4 2020, 11 operational goals are considered probable. For more details about these innovative stock-based compensation plans, which were approved by shareholders and align the interests of management and employees with shareholders, please see our online FAQ at investor.axon.com. GAAP diluted EPS was $0.40 based on a net income of $26 million; Non-GAAP EPS was $1.00. Quarterly Adjusted EBITDA grew 68% year over year. Adjusted EBITDA of $64 million represented a 28% margin on revenue and represents a 48% incremental margin on revenue year-over-year. (Incremental EBITDA margin is the year-over-year growth in Adj. EBITDA divided by the year-over-year growth in revenue.) Cash and cash equivalents and investments totaled $653 million at December 31, 2020. Axon has zero debt.

Hey Beat, ja, das hoffe ich auch. Ansonsten wird nachgekauft. Kann mir aber nicht vorstellen, dass sie jetzt schon wieder alles vermurkst haben. Lassen wir uns überraschen!

Ich bin nach wie vor mit einer Ankerposition hier drin Rosebud. Da der Titel aber einfach zufrieden nach rechts oben läuft, gibts hier aktuell gar nicht viel zu sagen. :-) Zahlen kommen voraussichtlich am Donnerstag. Hoffentlich diesmal besser als letztes Mal.

Hier kann man sich nicht beklagen

👏👏👏👏👏

Stimmt, Rosebud2019. Da hast du recht.

Alternative zu Schusswaffen mit Bodycam

Tradingdan, Taser ist keine Rüstungsindustrie

Großer Favorit der ***-Typen. Liegen meistens richtig, langfristig.

Hallo, kennt ihr Vista Outdoor (US9283771007)? Toller Kursverlauf und ebenfalls Rüstungsindustrie.

Unglaublich, dass die hier weitgehend ohne grosse Aufmerksamkeit so schön hochgeht.

Hat Perspektive. Nur meine Meinung.

Seh ich auch so.