Episode 21: Josh Isner on Axon's Journey and Future

from Shooting the Bull With Drowsy and Bear · host Drowsy Investor

On this May 2026 episode, Bear and Drowsy welcome Axon Enterprise's President Josh Isner to discuss why Axon has passed an inflection point. Josh describes how Axon's various fast growing segments are hitting their stride. Drowsy fan boys and asks about drones and counter-drones, international expansion, and enterprise growth. Bear and Josh talk investing numbers and how that intersects Axon's dominating position. The guys finish up talking about Axon as an investment and prevalent investing narratives.A special thanks to Josh and the Axon team.

Episode metadata supplied by the publisher feed · Published May 18, 2026

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Episode 21: Josh Isner on Axon's Journey and Future

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This episode was published on May 18, 2026.

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