earnings
confidence high
sentiment positive
materiality 0.85
Axon Q2 revenue $669M (+33% YoY), raises FY25 outlook to $2.65-2.73B
AXON ENTERPRISE, INC.
2025-Q2 EPS reported
$1.52
revenue$1,272,171,000
- Revenue $669M (+33% YoY); Software & Services $292M (+39%); ARR $1.2B (+39%).
- Net income $36M ($0.44 diluted); non-GAAP net income $174M ($2.12).
- Adjusted EBITDA $172M (25.7% margin), +37% YoY; guides FY25 Adj. EBITDA $665-685M.
- Raises FY25 revenue guidance to $2.65-2.73B (prev $2.60-2.70B); midpoint ~29% growth.
- Connected Devices $376M (+29%); TASER 10 & Axon Body 4 demand strong; net retention 124%.