TASER - Q3, 2014

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Transcript of TASER - Q3, 2014

Q3 2014

This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), including statements, without limitation, regarding our expectations, beliefs, intentions or strategies regarding the future. We intend that such forward-looking statements be subject to the safe-harbor provided by the Private Securities Litigation Reform Act of 1995. The forward-looking information is based upon current information and expectations regarding TASER International, Inc. These estimates and statements speak only as of the date on which they are made, are not guarantees of future performance, and involve certain risks, uncertainties and assumptions that are difficult to predict. Such forward-looking statements relate to: expected revenue and earnings growth; estimations regarding the size of our target markets; successful penetration of the law enforcement market; expansion of product sales to the private security, military and consumer self-defense markets; growth expectations for new and existing products and accounts; expansion of production capability; new product introductions; product safety and our business model. We caution that these statements are qualified by important factors that could cause actual results to differ materially from those reflected by the forward-looking statements herein.

FORWARD-LOOKING STATEMENTS

02

MULTI-BILLIONAXON-Evidence.com:

Entry into Multi-Billion Dollar Annual Law

Enforcement IT Industry1

UPGRADE OPPSignificant Weapons

Upgrade Opportunity

WHITE SPACELargely Untapped

International Markets

NO DEBTStrong Balance Sheet:

No Debt other than Capital Leases ($100k)

TRUSTEDStrong IP, Brand &

Customer Relationships

$120M BUYBACK$120 million in

stock buybacks

executed

1 Criminal Justice Information Services Group Report03

• Premium customer • Point of View perspective• Multiple mounting options• Full work shift battery• Constant streaming

• For the convenience driven and price sensitive customer

• On-officer view point• Full work shift battery• Constant streaming

04

ROADMAP

05

TRUSTED CLOUD PARTNERFederal Government and CIA Have Paved The Way To Lessen

Cloud Data Security Concerns In Municipalities

600 MILLION

06

Net Savings Year 1

Cost of Cameras and Evidence.com

COMPLIANCE COST AVOIDANCE

x

-

CITY SAVED $4 FOR EACH $1 SPENT08

EVIDENCE.COMA Public Safety Platform

09

GBs

1,300,000

1,200,000

1,100,000

1,000,000

900,000

800,000

700,000

600,000

500,000

400,000

300,000

200,000

100,000

0

150,000

140,000

130,000

120,000

110,000

100,000

90,000

80,000

70,000

60,000

50,000

40,000

30,000

20,000

10,000

Files

10

$2.0M

$5.8M$5.2M

$5.9M

$11.3M

2013Q2

2013Q3

2013Q4

2014Q1

2014Q2

11

$15.3M

2014Q3

Initial Order – Handles, Batteries, Warranty, Holster

VIDEO ORDER

++

Add-on Orders of Training Cartridges

Add-on Orders of Field-use Cartridges

Total Opportunity over 5 years

Video Order with 5 year Evidence.com Contract

/ Weapons 5 year opportunity

Video 5 Year Value Multiple

12

1,083 M 1,195 M

2,002 M2,060 M

2,396 M 2,307 M903 M

1,179 M

1,678 M 1,966 M

2,075 M

2,470 M

201303/01

201306/01

201309/01

201412/01

201403/01

201406/01

Total LT Deferred Rev

Total ST Deferred Rev

13

201409/01

2,471 M

2,306 M

• Introduced in April 2011• Immediate Backup Shot• Dual Lasers• High Performance & Reliability• Displays warning arc while loaded• Compact Full Time Carry

Every Officer Needs Backup

14

• Introduced in January 2013• Reduced training risk• All Digital Platform• High Performance & Reliability• Current and Charge Metering• Compact Full Time Carry

An upgraded classic.

15

INTERNATIONAL SALES STRATEGY

Missionary Team

Headquarters

16

TRUSTEDTASER is already a

trusted partner within law enforcement

STAFFEDSales staff for video and weapons share and develop leads

CONNECTEDTASER already has the relationships with all levels of command staff at more than 17,000 out of the

18,000 agencies in the U.S. today.

INVESTEDWeapons segment

produces steady cash flow which allows

investments in emerging

technologies

DIVERSIFIEDVideo products and SaaS solution gives TASER the ability to double sales over time by having a

second product line.

17

DR. RICHARDCARMONA

JUDYMARTZ

BRETTAYLOR

MICHAELGARNREITER

HADIPARTOVI

DR. MARKKROLL

LT. JOHNCALDWELL

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Co-founder Code.org

AngelInvestor

ProductManager

CEO of Quip

Ex-CTO ofFacebook

Co-creator ofGoogle Maps

19

MULTI-BILLIONAXON-Evidence.com:

Entry into Multi-Billion Dollar Annual Law

Enforcement IT Industry1

UPGRADE OPPSignificant Weapons

Upgrade Opportunity

WHITE SPACELargely Untapped

International Markets

NO DEBTStrong Balance Sheet:

No Debt other than Capital Leases ($100k)

TRUSTEDStrong IP, Brand &

Customer Relationships

$120M BUYBACK$120 million in

stock buybacks

executed

1 Criminal Justice Information Services Group Report 20