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Axon Enterprise (DE:TCS)
FRANKFURT:TCS
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.22Last Year’s EPS
1.1Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: 5.24%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The call was largely positive, emphasizing significant revenue growth, strong bookings, and successful product launches, particularly in AI and international markets. However, challenges in political environments affecting headquarters investment and supply constraints for key products were noted.Company Guidance
During the call, Axon's executive team provided guidance for 2025, forecasting revenue between $2.55 billion and $2.65 billion, which represents approximately 25% annual growth at the midpoint. This projection indicates Axon's seventh consecutive year of at least 25% growth. The company also anticipates an adjusted EBITDA range of $640 million to $670 million, maintaining a 25% margin. The guidance reflects confidence in Axon's strong pipeline, which includes over $10 billion in future contracted bookings. The team highlighted significant growth in various segments, such as a 34% increase in Q4 revenue year-over-year, with TASER up 37%, Sensors up 18%, and Software & Services up 41%. Additionally, the company's software solutions now have over 1 million users, contributing 40% of total revenue in Q4. Axon is also investing in new technologies and expanding its product offerings in artificial intelligence, real-time operations, drones, and robotics, which have doubled its overall opportunity set. These investments are expected to drive continued growth and innovation in the coming years.Record Revenue and Growth
Axon closed the year with revenue in excess of $2 billion, nearly double the revenue reported two years ago, marking the third consecutive year of over 30% growth.
Strong Bookings Performance
The company booked over $5 billion in business last year, with about half closing in Q4. This includes the highest ever officer safety plan bookings in Q4.
International and Enterprise Growth
International bookings grew nearly 50% sequentially in Q4, and enterprise bookings roughly tripled year-over-year.
AI and New Product Adoption
The AI Era Plan saw strong adoption with 10 deals closed in Q4, only weeks after launch, signaling positive market reception.
Software and ARR Growth
Software & Services revenue grew 41% year-over-year, with ARR increasing by 37% to $1 billion.
Strong Future Pipeline
Total future contracted bookings exceed $10 billion, providing a solid foundation for growth in 2025 and beyond.
TASER 10 Demand
TASER 10 orders continue to outpace TASER 7 by 2x, indicating strong market demand.
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DE:TCS 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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DE:TCS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | €471.70 | €562.40 | +19.23% |
| Nov 07, 2024 | €435.00 | €556.40 | +27.91% |
| Aug 06, 2024 | €265.50 | €281.50 | +6.03% |
| May 06, 2024 | €298.50 | €286.70 | -3.95% |
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 (DE:TCS) report earnings?
Axon Enterprise (DE:TCS) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Axon Enterprise (DE:TCS) earnings time?
Axon Enterprise (DE:TCS) earnings time is at May 13, 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 the P/E ratio of Axon Enterprise stock?
The P/E ratio of Axon Enterprise is N/A.
What is DE:TCS EPS forecast?
DE:TCS EPS forecast for the fiscal quarter 2025 (Q1) is 1.22.
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