The earnings call reflected strong performance with significant revenue and booking growth driven by new products and international expansion. The company is facing challenges with tariffs impacting future margins and some unpredictability in the Platform Solutions segment. However, the positive developments and strategic growth initiatives outweigh these concerns.

Company Guidance -

Q3 2025

During Axon's second quarter 2025 earnings call, the company reported robust growth and provided optimistic guidance for the remainder of the year. The second quarter revenue reached $669 million, marking a 33% increase year-over-year, with software and services growing by 39% to $292 million. The company also saw a 29% rise in revenue from connected devices, driven by TASER and Axon Body 4 cameras. Axon raised its revenue guidance for 2025 to a range of $2.65 billion to $2.73 billion, which represents approximately 29% annual growth at the midpoint. Additionally, the adjusted EBITDA guidance was increased to a range of $665 million to $685 million. The company highlighted the rapid adoption of new technologies such as AI, drones, and virtual reality, and noted that AI Era Plan bookings alone reached nearly $150 million in Q2. Axon emphasized its commitment to strategic investments, particularly in R&D, to sustain growth and innovation.

Strong Revenue Growth

Second quarter revenue reached $669 million, marking a 33% increase year-over-year and the 14th consecutive quarter of over 25% revenue growth.

Record-Breaking Bookings

Closed almost $150 million of bookings for the AI Era Plan in Q2, with over 30% of bookings coming from new product categories. The largest deal in company history was closed, involving a major city police department.

International Expansion

International team added a new TASER customer in Africa, becoming the largest in the region. Strong international performance with substantial deals in Q2.

Software and Services Growth

Software and services grew 39% year-over-year to $292 million, driven by the adoption of new products and high net revenue retention of 124%.

Connected Devices Growth

Connected Devices revenue increased 29% year-over-year to $376 million, driven by TASER growth of 19% and personal sensors growth of 24%.

Axon Enterprise (AXON) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AXON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.51 / -	1.45	―	―	―
Aug 04, 2025	2025 (Q2)	1.46 / 2.12	1.2	76.67% (+0.92)
May 07, 2025	2025 (Q1)	1.27 / 1.41	1.15	22.61% (+0.26)
Feb 25, 2025	2024 (Q4)	1.40 / 2.08	1.12	85.71% (+0.96)
Nov 07, 2024	2024 (Q3)	1.20 / 1.45	1.02	42.16% (+0.43)
Aug 06, 2024	2024 (Q2)	1.02 / 1.20	1.11	8.11% (+0.09)
May 06, 2024	2024 (Q1)	0.94 / 1.15	0.88	30.68% (+0.27)
Feb 27, 2024	2023 (Q4)	0.85 / 1.12	0.7	60.00% (+0.42)
Nov 07, 2023	2023 (Q3)	0.76 / 1.02	0.6	70.00% (+0.42)
Aug 08, 2023	2023 (Q2)	0.62 / 1.11	0.44	152.27% (+0.67)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AXON Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$744.88	$867.12	+16.41%
May 07, 2025	$601.82	$686.83	+14.13%
Feb 25, 2025	$496.65	$572.40	+15.25%
Nov 07, 2024	$468.75	$603.18	+28.68%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.