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Axon Enterprise (DE:TCS)
FRANKFURT:TCS
Germany Market
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Axon Enterprise (TCS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 03, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.39
Last Year’s EPS
1.81
Same Quarter Last Year
Based on 14 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a strong growth trajectory for Axon, with significant revenue increases, successful expansion in international markets, and promising new product launches. However, the impact of tariffs on margins and challenges in the federal segment are noted concerns. The company is optimistic about future growth, driven by innovative product developments and strategic acquisitions.
Company Guidance
During Axon's Third Quarter 2025 earnings call, the executive team highlighted several key metrics reflecting strong performance and future guidance. The company reported a 31% year-over-year increase in third quarter revenue, reaching $711 million, marking the seventh consecutive quarter of 30% or greater growth. Software and services revenue grew by 41% year-over-year to $305 million, while Connected Devices revenue grew by 24% to $405 million. Adjusted gross margin was reported at 62.7%, with an adjusted EBITDA margin of 24.9%. Looking ahead, Axon raised its revenue guidance for Q4 to between $750 million and $755 million, implying full-year revenue of about $2.74 billion, representing approximately 31% growth at the midpoint. The company also maintains its full-year target of a 25% adjusted EBITDA margin. Axon's strategic investments, including acquisitions of Prepared and Carbyne, are expected to advance their long-term vision and deliver significant value, particularly in the AI and voice communications sectors.
Strong Revenue Growth
Third quarter revenue of $711 million increased 31% year-over-year, marking the seventh consecutive quarter of 30% or greater growth.
Software and Services Leadership
Software and services revenue increased 41% year-over-year to $305 million, with strong net revenue retention at 124%.
Expanding International Presence
International markets delivered two of the top 10 deals, including a nine-figure cloud deal in Europe, indicating strong international growth potential.
Innovative Product Launches
Introduction of new products like ABW Mini and the integration of Prepared and Carbyne into the Axon ecosystem, aiming to enhance AI-enabled communications and public safety.
Positive Bookings Momentum
Year-to-date bookings are up over 30% and accelerating from last year, with a strong pipeline for Q4.

Axon Enterprise (DE:TCS) 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

DE:TCS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 03, 2026
2025 (Q4)
1.39 / -
1.806
Nov 04, 2025
2025 (Q3)
1.32 / 1.02
1.259-19.31% (-0.24)
Aug 04, 2025
2025 (Q2)
1.26 / 1.84
1.04276.67% (+0.80)
May 07, 2025
2025 (Q1)
1.11 / 1.22
0.99922.61% (+0.23)
Feb 25, 2025
2024 (Q4)
1.22 / 1.81
0.97385.71% (+0.83)
Nov 07, 2024
2024 (Q3)
1.04 / 1.26
0.88642.16% (+0.37)
Aug 06, 2024
2024 (Q2)
0.89 / 1.04
0.9648.11% (+0.08)
May 06, 2024
2024 (Q1)
0.82 / 1.00
0.76430.68% (+0.23)
Feb 27, 2024
2023 (Q4)
0.74 / 0.97
0.60860.00% (+0.36)
Nov 07, 2023
2023 (Q3)
0.66 / 0.89
0.52170.00% (+0.36)
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

DE:TCS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
€615.00€550.00-10.57%
Aug 04, 2025
€637.40€755.00+18.45%
May 07, 2025
€526.00€617.40+17.38%
Feb 25, 2025
€471.70€562.40+19.23%
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.

FAQ

When does Axon Enterprise (DE:TCS) report earnings?
Axon Enterprise (DE:TCS) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).
    What is Axon Enterprise (DE:TCS) earnings time?
    Axon Enterprise (DE:TCS) earnings time is at Mar 03, 2026, After Close (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 (Q4) is 1.39.

              Axon Enterprise (DE:TCS) Earnings News

              Axon Enterprise Stock (NASDAQ:AXON) Surges after Excellent Q3
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              Axon Enterprise Stock (NASDAQ:AXON) Surges after Excellent Q3
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