Axon (AXON) Q4 2025 Earnings Call Transcript

NodeGuardian · 2026-02-27T05:16:37+00:00

Axon (AXON) reported strong Q4 2025 earnings, exceeding $7.0 billion in annual bookings and achieving 39% quarterly revenue growth. The company aims for $6.0 billion in revenue by 2028, focusing on AI solutions, market expansion, and an integrated ecosystem to drive future growth.

NodeGuardian

2026-02-27 05:16:37

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Axon (AXON) reported robust Q4 2025 earnings, with full-year bookings exceeding $7.0 billion and quarterly revenue growing 39% to $797 million, driven by strong adoption of AI-driven solutions and growth in international and corrections markets. The company outlined ambitious 2028 financial targets including $6.0 billion in revenue and an adjusted EBITDA margin of 28%, emphasizing its strategy of integrating hardware and software, leveraging AI, and expanding into new verticals like enterprise and healthcare. Leadership highlighted the competitive advantage of its integrated ecosystem and commitment to privacy-by-design as key for future growth and market disruption.

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