Axon Enterprise, Inc. · NASDAQ:AXON
Axon Enterprise — IACP 2018
12 slides from Axon Enterprise's conference presentation, Oct 9, 2018
Slide 1: IACP 2018 Investor Presentation
IACP 2018 Investor Presentation
Slide 2: Safe-harbor statement
Safe-harbor statement Statements made during today’s presentation will include forward-looking statements, including statements regarding our expectations, beliefs, intentions or strategies regarding the future, including statements around projected pricing and profitability. We intend that such for
Slide 3: Axon strategic RMS competitive advantages
Axon strategic RMS competitive advantages
Slide 4: Innovation supports new pricing structure
Innovation supports new pricing structure TASER 7 + Rapid arc outperforms all previous CEWs Officer Safety Plan + More kinetic energy for loose clothing $ per user per month + Connected to the Axon network $199 + Axon Academy empathy-based training Axon Body 3 + LTE-connected to AT&T FirstNet and Ve
Slide 5: Bundling disrupts how the industry buys & prices RMS
Bundling disrupts how the industry buys & prices RMS Officer Safety Plant Legacy __OSP7Promo OSP7Full _OSP7+Promo __OSP 7+ Full Monthly per officer $109 149 5179 Ey 229 Annual recurring cash flow $1,308 $1788 $2148 $2388 $2,748, llustrative revenue allocation TASER Weapons $32 $54 $66 $55 $60 TASER
Slide 6: Value proposition continues beyond OSP
Value proposition continues beyond OSP Axon Records: Platform for the future of public safety
Slide 7: Integrated solution drives efficiencies
Integrated solution drives efficiencies Gas Axon Body 3 & Fleet Insights oanr0101 moot Sa Data 6 i) Officers sicjel Ce Efficiencies
Slide 8: Axon Records: Executing on a proven strategy
Axon Records: Executing on a proven strategy Identify Build market integrated adjacencies solutions Land and expand a 46 major North Body-worn cameras Announced in 2008 First shipments 2009 American cities & growing overseas presence . . . Shipments up 125% Romblect Announced in 2015 First shipments
Slide 9: Increasing our total addressable market
Increasing our total addressable market $848 million $1790 million $77 billion $8.4 billion
Slide 10: Driving the TAM through value-added features
Driving the TAM through value-added features $77 billion TASER TAM build-up Domestic OSP incl. cartridges Domestic Enhanced Services Int'l Weapons incl. cartridges Int'l Enhanced Services Axon Cloud TAM build-up Axon Records (RMS & CAD} Advanced Intelligence & Analytics Domestic Body Camera Software
Slide 11: Compelling long-term target model
Compelling long-term target model 2017 Operating 2! Opsrating Long tszn : asin Magi weogeh made, Sustaining RED 32% 28% 40% —_— fans Ce G H Axon Records Axon Cloud Fleet rowtl Rab (58%) (30%) 25% Axon Dispatch — Evidence.com Body-wern cameras Note: Long-term targets exclude share-based compensation
Slide 12: IACP 2018 & Axon
IACP 2018 & yAN Rick Smith, CEO Jawad Ahsan, CFO