Securing the World Cup & Counter-Drones Take Off

**SPEAKER_1** (0:00)
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**Ann Berry** (0:27)
For Friday, June 5th, it's Brew Markets Daily, and I'm Ann Berry.
The World Cup, kicking off in just a matter of days, and the United States will host the largest coordinated domestic security operation in recent history. 48 teams, 16 cities, billions of eyes watching. And one of the companies in the throes of that security effort is Axon, originally the company behind the Taser. It has since expanded its products to include body cameras, drones, and digital evidence management. So I invited Josh Isner, Axon's president, on to the show to give us a glimpse into the company's role in securing those football matches, as well as its rollout of counter drone tech at a time when drones are dominating global headlines. Plus, of course, his take on privacy issues now that Axon's data cloud holds 50 times, 50, the content of the Netflix library. It's a conversation you won't want to miss coming up in just a moment.
But first, this episode is brought to you by Public. John, do you have any agents you really trust for big decisions?

**John Creteau** (1:29)
I used to use a travel agent back in the 90s.

**Ann Berry** (1:31)
Not quite what I had in mind. I was thinking more along the lines of an AI agent. Take Public, for example. With their investing platform, you can create agents that can monitor the market, manage your cash and execute your trades. Just enter a prompt, approve the workflow and put your agent to work.

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**Ann Berry** (1:57)
To learn more, simply head to public.com/brewmarkets. That's public.com/brewmarkets.

**John Creteau** (2:02)
Paid for by Public Investing, full disclosure and podcast description.

**Ann Berry** (2:06)
And now my conversation with Josh Isner, president of Axon. So Josh, I think of Axon as perhaps the nearly $40 billion market cap business that surprisingly few people may have heard of. So before we get into the guts of your recent earnings and what you're up to, just give us a little bit of an overview, if you don't mind, on Axon's history and the different services that you offer and to whom, because there are some surprises in there.

**Josh Isner** (2:31)
Sure thing. So first of all, thank you for having me today. And ultimately, Axon, we view ourselves as the operating system of public safety, essentially a network of software sensors, AI and people that drive outcomes in the public safety space and beyond that people value and care about, whether you're a police officer or a community member or anyone else. We want to make sure everyone goes home safe at night. The way we do that is through a variety of tools that we offer our customers. We start off as a taser business.
For the first 15 years of the company, we simply sold tasers. And one thing led to another where there were questions about how tasers were being used. So we started offering body cameras. Then we realized, wow, there's a lot of content coming off these body cameras. We now host the largest cloud network for public safety in the world. We manage about 50 times as much content as the Netflix library. And from there, different opportunities around additional cameras, whether they're in cars, in the sky with drones, fixed cameras came up. And then now we view ourselves as the company delivering real AI solutions to public safety as well. So a variety of different products in our portfolio.
Our main market is state and local law enforcement in the US. But now we've started to sell more and more to the federal government, to international customers, and finally to enterprises that have their own security teams and problems to solve on that end. So that's a little about our company.

**Ann Berry** (4:04)
Well, you touched on drones, Josh, and I feel like we have to go there because drones are dominating the headlines at the moment in a different context, which is not domestic use here in the United States. It's in use in military combat in the Middle East and in Ukraine.