---
schema_version: "secwatch.filing_event.v1"
accession: "0001069183-25-000015"
form_type: "8-K"
ticker: "AXON"
cik: "0001069183"
company_name: "AXON ENTERPRISE, INC."
filed_at: "2025-02-25T23:59:59+00:00"
generated_at: "2026-05-26T04:20:30.075665+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Axon posts Q4 revenue $575M (+34%), full-year $2.1B (+33%); guides FY25 rev $2.55B-$2.65B

## Summary
- 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.

## SEC filing metadata
- accession: 0001069183-25-000015
- form_type: 8-K
- ticker: AXON
- cik: 0001069183
- company_name: AXON ENTERPRISE, INC.
- filed_at: 2025-02-25T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1069183/000106918325000015/0001069183-25-000015-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1069183/000106918325000015/axon-20250225.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001069183-25-000015
- JSON: https://secwatch.observer/filing/0001069183-25-000015.json
- Plain text: https://secwatch.observer/filing/0001069183-25-000015.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.