Axon Enterprise Stock Price, News & Analysis

Axon (NASDAQ:AXON) reported Q3 2025 revenue of $711 million, up 31% YoY, and raised full‑year revenue guidance to approximately $2.74 billion (~31% growth). Software & Services revenue grew 41% to $305 million and ARR rose 41% to $1.3 billion with net revenue retention at 124%. Connected Devices revenue was $405 million, up 24%, including TASER $238M.

GAAP net loss was $2 million (0.3% margin); non‑GAAP net income was $98 million and Adjusted EBITDA was $177 million (24.9% margin). Cash and equivalents were $2.4 billion with $2.0 billion debt, net cash $356 million. Company completed the acquisition of Prepared and signed to acquire Carbyne and launched Axon Body Workforce Mini.

Axon (Nasdaq: AXON) will report third quarter 2025 financial results after market close on Tuesday, November 4, 2025. The company will host a live Zoom video webinar to discuss results at 5:00 p.m. ET the same day, followed by a Q&A; the webcast and archived replay will be available at https://investor.axon.com.

Axon also listed upcoming conference participation with planned webcasts and archives where applicable: RBC Global TIMT (Nov 18, 2025), Needham Tech Week (Nov 20, 2025), UBS Global Technology and AI (Dec 2, 2025), Barclays Global Technology (Dec 11, 2025), and Northland Capital Virtual (Dec 16, 2025).

Axon (NASDAQ: AXON) has unveiled the Axon Body Workforce Mini (ABW Mini), a new compact body camera designed for retail and healthcare workers. The device is 25% smaller and lighter than current Axon cameras, weighing under 100 grams, while maintaining durability and advanced features.

Key features include two-way communications, extended 12+ hour battery life, AI-enabled assistance, and a front-facing LED display. The device integrates with Axon OS platform and includes real-time translation, policy guidance, and panic button activation. Research shows body cameras led to a 37% reduction in workplace violence incidents.

Early deployments will begin in the U.S. and Canada in H1 2026, with general availability by mid-2026. The launch addresses rising workplace violence, particularly in healthcare where workers face nearly 50% of all nonfatal workplace violence injuries despite comprising only 10% of the workforce.

Axon (NASDAQ: AXON) has announced a definitive agreement to acquire Prepared, an AI-powered emergency communications platform. Prepared's technology integrates call audio, text, video, GPS, and real-time translation into a unified interface, currently serving over 1,000 agencies across 49 states.

The acquisition aligns with Axon's strategy to create a comprehensive public safety ecosystem from emergency call to case closure. Prepared's platform transforms 911 calls into actionable intelligence, enabling faster emergency response times. The transaction is expected to close in early Q4 2025.

Axon (NASDAQ:AXON) reported strong Q2 2025 financial results with revenue reaching $669 million, up 33% year-over-year. The company's Software & Services segment grew 39% to $292 million, while Connected Devices revenue increased 29% to $376 million. Annual Recurring Revenue (ARR) grew 39% to $1.2 billion, with a net revenue retention rate of 124%.

The company reported net income of $36 million (5.4% margin) and Adjusted EBITDA of $172 million (25.7% margin). Based on strong performance, Axon raised its full-year 2025 revenue guidance to $2.65-$2.73 billion, up from $2.60-$2.70 billion previously, targeting approximately 29% growth at the midpoint.

A key highlight was the company's AI implementation survey, showing officers save 6-12 hours per week using Axon's AI tools, with 75% of officers believing AI will improve their efficiency while maintaining human decision-making control.

Axon (NASDAQ: AXON), a global public safety technology leader, has scheduled its second quarter 2025 earnings release for August 4, 2025, after market close. The company will host a live Zoom video webinar at 5 p.m. ET to discuss financial results, followed by a Q&A session.

Additionally, Axon announced its participation in the Goldman Sachs Communacopia + Technology Conference on September 9, 2025. Both events will be accessible via webcast through Axon's investor relations website, with archived replays available afterward.

Axon reported strong Q1 2025 results with revenue reaching $604 million, up 31% year-over-year, marking its 13th consecutive quarter of 25%+ growth. Software & Services revenue grew 39% to $263 million, while Connected Devices revenue increased 26% to $341 million. The company achieved a net income of $88 million with a 14.6% margin and Adjusted EBITDA of $155 million with a 25.7% margin. Annual Recurring Revenue (ARR) grew 34% to $1.1 billion with 123% net revenue retention. Axon raised its full-year 2025 revenue guidance to $2.60-2.70 billion from $2.55-2.65 billion. The company introduced new products including Axon Vehicle Intelligence and Axon Assistant, an AI voice-enabled companion for Axon Body 4. The company maintains a strong financial position with $2.2 billion in cash and investments.

Axon (Nasdaq: AXON), the global public safety technology leader, has scheduled its first quarter 2025 earnings release for Wednesday, May 7, 2025, after market close. The company will host a live Zoom video webinar to discuss financial results at 5 p.m. ET, followed by a Q&A session.

Additionally, Axon announced its participation in several upcoming technology and investment conferences in May and June 2025, including events hosted by Needham, J.P. Morgan, TD Cowen, Baird, and William Blair.

Axon (NASDAQ: AXON) has announced significant expansions to its public safety technology ecosystem. The company introduced two new fixed intelligent ALPR cameras - Axon Outpost and Axon Lightpost - complementing their Fleet 3 system to create a comprehensive vehicle recognition solution.

The company launched Axon Assistant, an AI voice companion for Axon Body 4, providing officers with hands-free access to real-time translation, policy guidance, and general information. Additionally, Axon revealed a strategic partnership with Ring, enabling Ring customers to voluntarily share relevant video footage with law enforcement.

The expansion includes a new Works With Axon certified partner program, allowing third-party camera integration through Axon Fusus, creating an interoperable public safety network.