In this Dialogue episode of The Synopsis, we provide an update for Axon and Coupang after their 2Q25 results. You can find free versions of these updates below.

Axon 2Q25 Business Update

Coupang 2Q25 Business Update

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Show Notes

(0:00) — Intro

(2:05) — Axon high-level business update(10:40) — Dedrone
(17:10) — Axon FCF conversion
(21:15) — AI survey, international, and valuation
(28:00) — Coupang high level update
(36:10) — Coupang AlphaSense Interview commentary
(45:00) — Coupang Cloud
(49:15) — Taiwan and other markets
(55:16) — Coupang valuation

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and AXON. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and AXON. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud

The Synopsis