earnings
confidence high
sentiment positive
materiality 0.85
Axon posts Q4 revenue $575M (+34%), full-year $2.1B (+33%); guides FY25 rev $2.55B-$2.65B
AXON ENTERPRISE, INC.
2024-FY EPS reported
$4.80
revenue$2,082,526,000
- Q4 net income $135M ($1.67 diluted EPS); non-GAAP net income $169M ($2.08 diluted EPS).
- Full-year revenue $2.1B, up 33% YoY; Axon Cloud & Services revenue $806M (+44%).
- Annual recurring revenue reached $1.0B, up 37% YoY; total future contracted bookings $10.1B.
- FY2025 revenue guidance $2.55B-$2.65B (≈25% growth at midpoint), Adjusted EBITDA $640M-$670M.
- Expanded TAM estimate to $129B, driven by international, enterprise, and AI solutions.