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Axon Enterprise, Inc. (AXON)
:AXON
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.46Last Year’s EPS
1.2Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 23.35%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call presented a largely positive view of Axon's performance, with significant revenue growth, strong bookings, and increased guidance for 2025. While there are some challenges related to tariffs and federal market uncertainty, the overall sentiment reflects confidence in continued growth and expansion.Company Guidance
During the call, Axon provided a detailed business outlook and guidance for fiscal year 2025. They reported first-quarter revenue of $604 million, a 31% year-over-year increase, marking their 13th consecutive quarter of over 25% growth. The company anticipates 2025 revenue to range between $2.6 billion and $2.7 billion, representing a 27% annual growth at the midpoint. They also project an adjusted EBITDA margin of approximately 25%, with guidance raised to $650 million to $675 million. Their Annual Recurring Revenue (ARR) reached $1.1 billion, up 34% year-over-year, supported by a Net Revenue Retention (NRR) rate of 123%. Axon highlighted strong international demand and notable adoption rates for their new products, including TASER 10 and Draft One, with TASER 10 orders pacing at twice the rate of TASER 7 during its first two years. The company also addressed possible tariff impacts, estimating a 50 basis point effect on their full-year adjusted EBITDA margin.Record Q1 Revenue and Growth
Axon reported first quarter revenue of $604 million, representing a 31% increase year-over-year. This marks the 13th consecutive quarter with over 25% growth.
Strong Bookings and Pipeline
Q1 bookings were strong, with a great indicator of momentum. The company expects another record for annual bookings with growth rates similar to last year.
Software and Services Growth
Software and Services revenue increased by 39% year-over-year to $263 million, driven by digital evidence management and premium add-ons.
TASER 10 Rapid Adoption
TASER 10 orders are pacing at 2x the rate of adoption compared to TASER 7, indicating strong market acceptance and growth potential.
International Expansion
International bookings are off to a strong start, with demand in regions such as Australia, Latin America, Canada, Asia, the UK, and Europe.
Adjusted EBITDA Margin and ARR
Axon delivered a 25.7% adjusted EBITDA margin with $1.1 billion in Annual Recurring Revenue (ARR), a 34% increase year-over-year.
Guidance Increase for 2025
Axon raised its revenue guidance for 2025 to a range of $2.6 billion to $2.7 billion, representing 27% annual growth at the midpoint.
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AXON Earnings History
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
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AXON Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 06, 2024 | $295.00 | $349.24 | +18.39% |
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.
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FAQ
When does Axon Enterprise, Inc. (AXON) report earnings?
Axon Enterprise, Inc. (AXON) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Axon Enterprise, Inc. (AXON) earnings time?
Axon Enterprise, Inc. (AXON) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AXON EPS forecast?
AXON EPS forecast for the fiscal quarter 2025 (Q2) is 1.46.
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