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Axon Enterprise, Inc. (AXON) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Axon Enterprise reported Q4 2025 earnings with EPS of $2.15, surpassing estimates by $0.55, and revenue of $796.72M, a 38.5% year-over-year increase, beating projections by $41.43M. CEO Patrick Smith and CFO Brittany Bagley unveiled 2028 financial targets during an extended earnings call, signaling aggressive growth plans beyond prior guidance. Chief Product Officer Jeffrey Kunins highlighted AI and cloud-based solutions as key drivers, with expanded R&D investments to accelerate innovation in public safety technology. Analysts from Goldman Sachs, Baird, and Morgan Stanley pressed executives on scalability and margin sustainability amid rapid expansion. The company emphasized forward-looking statements, cautioning investors about risks tied to market volatility and execution challenges in meeting ambitious long-term goals.
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SA Transcripts158.61K FollowersFollow5ShareSaveCommentsQ4: 2026-02-24 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $2.15 beats by $0.55 | Revenue of $796.72M (38.53% Y/Y) beats by $41.43M Axon Enterprise, Inc. (AXON) Q4 2025 Earnings Call February 24, 2026 4:30 PM EST Company Participants Erik Lapinski - Senior Director of Investor RelationsPatrick Smith - Founder, CEO & DirectorJoshua Isner - PresidentBrittany Bagley - COO & CFOJeffrey Kunins - Chief Product Officer & CTO Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research DivisionWilliam Power - Robert W. Baird & Co. Incorporated, Research DivisionJonathan Ho - William Blair & Company L.L.C., Research DivisionAndrew Sherman - TD Cowen, Research DivisionMike Latimore - Northland Capital Markets, Research DivisionDavid Paige Papadogonas - RBC Capital Markets, Research DivisionJordan Lyonnais - BofA Securities, Research DivisionKeith Housum - Northcoast Research Partners, LLCMeta Marshall - Morgan Stanley, Research DivisionGeorge Notter - Wolfe Research, LLCJames Fish - Piper Sandler & Co., Research DivisionTimothy Long - Barclays Bank PLC, Research DivisionJoseph Cardoso - JPMorgan Chase & Co, Research DivisionTrevor Walsh - Citizens JMP Securities, LLC, Research DivisionJoshua Reilly - Needham & Company, LLC, Research DivisionJeremy Hamblin - Craig-Hallum Capital Group LLC, Research Division Presentation Erik LapinskiSenior Director of Investor Relations All right. Hi, everyone, and thank you for joining Axon's executive team today. We may notice we have a longer call schedule this afternoon. We're going to report our fourth quarter and full year results as we normally do, and then we'll transition into a short presentation where we'll introduce you to our new 2028 financial targets and share more about our vision. Our remarks today are meant to build upon our most recent shareholder letter and investor materials, which you can find on our investor website at investor.axon.com. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our expectations as of today and are not guarantees for future performance. All forward-looking statements are subject to risks and uncertainties that

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