In this Dialogue episode of The Synopsis, we discuss Axon's and Floor & Decor's 3Q25 earnings.

AXON 3Q25 Business Update

Floor & Decor 3Q25 Business Update

This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link.

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Show Notes

(0:00) — Intro
(2:10) — Axon 3Q25 Update
(13:50) — Axon 911 Push
(18:08) — Axon Enterprise Call Option
(22:20) — Axon Valuation
(30:00) — Floor & Decor 3Q25 Update
(38:24) — FND Valuation
(53:47) — Outro

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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 FND and AXON. Furthermore, accounts one or more contributors advise on may also have a position in FND and AXON. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Axon and Floor & Decor 3Q25, 5 Years Flat Returns, Is Axon's Opportunity Large Enough?

The Synopsis