Earnings AnalysisFeed overview
CNBC Television

Axon CEO Rick Smith talks acquiring emergency tech firm Carbyne

11/6/2025, 12:54:17 AM
Economic Summary
  • Last year there were 240 million 911 calls, yet the core emergency-call infrastructure dates from the 1970s and lacks support for video or advanced location feeds.
  • The acquisitions (including Prepared 911 / PREPARED 911) implement a modern technology stack that enables AI-assisted operators, real-time translation, automated summaries, and integrations with real-time crime centers and drone dispatch.
  • Moving emergency-call handling to a cloud-based, AI-enabled platform can replace legacy hardware, potentially improving response times, scalability, and cost efficiency for municipal emergency services.
Bullish
  • Acquisition modernizes archaic 911 tech stack.
  • AI agent enables real-time translation and summaries for operators.
  • Cloud-based solution can replace legacy call centers and improve scalability.
  • Integrations allow alerts to real-time crime centers and immediate drone dispatch.
Bearish
  • Some critics argued the acquisition represented older, legacy 911 technology.
Bullish tickers
PREPARED 911
PREPARED 911
Bullish
Provides a modern 911 tech stack with AI assistance, real-time translation/summaries, cloud call-center replacement, and drone/alert integrations.
Bearish
Some critics said the acquisition represented older technology and questioned its relevance.
People mentioned
Jim Cramer