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Axon Enterprise Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $1.52 |
| EPS actual | $1.17 |
| EPS Surprise | -23.03% |
| Revenue estimate | 704.837M |
| Revenue actual | 710.641M |
| Revenue Surprise | 0.82% |
| Release date | Aug 04, 2025 |
| EPS estimate | $1.45 |
| EPS actual | $2.12 |
| EPS Surprise | 46.21% |
| Revenue estimate | 641.022M |
| Revenue actual | 668.538M |
| Revenue Surprise | 4.29% |
| Release date | May 07, 2025 |
| EPS estimate | $1.27 |
| EPS actual | $1.41 |
| EPS Surprise | 11.02% |
| Revenue estimate | 586.387M |
| Revenue actual | 603.633M |
| Revenue Surprise | 2.94% |
| Release date | Feb 25, 2025 |
| EPS estimate | $1.37 |
| EPS actual | $2.08 |
| EPS Surprise | 51.82% |
| Revenue estimate | 566.01M |
| Revenue actual | 575.145M |
| Revenue Surprise | 1.61% |
Last 4 Quarters for Axon Enterprise
Below you can see how AXON performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 25, 2025 |
| Price on release | $496.65 |
| EPS estimate | $1.37 |
| EPS actual | $2.08 |
| EPS surprise | 51.82% |
| Date | Price |
|---|---|
| Feb 19, 2025 | $593.42 |
| Feb 20, 2025 | $541.81 |
| Feb 21, 2025 | $513.22 |
| Feb 24, 2025 | $499.73 |
| Feb 25, 2025 | $496.65 |
| Feb 26, 2025 | $572.40 |
| Feb 27, 2025 | $525.44 |
| Feb 28, 2025 | $528.45 |
| Mar 03, 2025 | $525.75 |
| 4 days before | -16.31% |
| 4 days after | 5.86% |
| On release day | 15.25% |
| Change in period | -11.40% |
| Release date | May 07, 2025 |
| Price on release | $601.82 |
| EPS estimate | $1.27 |
| EPS actual | $1.41 |
| EPS surprise | 11.02% |
| Date | Price |
|---|---|
| May 01, 2025 | $621.10 |
| May 02, 2025 | $628.16 |
| May 05, 2025 | $621.40 |
| May 06, 2025 | $601.67 |
| May 07, 2025 | $601.82 |
| May 08, 2025 | $686.83 |
| May 09, 2025 | $684.59 |
| May 12, 2025 | $693.10 |
| May 13, 2025 | $724.77 |
| 4 days before | -3.10% |
| 4 days after | 20.43% |
| On release day | 14.13% |
| Change in period | 16.69% |
| Release date | Aug 04, 2025 |
| Price on release | $744.88 |
| EPS estimate | $1.45 |
| EPS actual | $2.12 |
| EPS surprise | 46.21% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $728.74 |
| Jul 30, 2025 | $748.60 |
| Jul 31, 2025 | $755.49 |
| Aug 01, 2025 | $742.47 |
| Aug 04, 2025 | $744.88 |
| Aug 05, 2025 | $867.12 |
| Aug 06, 2025 | $863.65 |
| Aug 07, 2025 | $870.97 |
| Aug 08, 2025 | $842.50 |
| 4 days before | 2.21% |
| 4 days after | 13.11% |
| On release day | 16.41% |
| Change in period | 15.61% |
| Release date | Nov 04, 2025 |
| Price on release | $706.13 |
| EPS estimate | $1.52 |
| EPS actual | $1.17 |
| EPS surprise | -23.03% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $759.44 |
| Oct 30, 2025 | $738.88 |
| Oct 31, 2025 | $732.23 |
| Nov 03, 2025 | $724.10 |
| Nov 04, 2025 | $706.13 |
| Nov 05, 2025 | $639.53 |
| Nov 06, 2025 | $587.14 |
| Nov 07, 2025 | $602.51 |
| Nov 10, 2025 | $584.69 |
| 4 days before | -7.02% |
| 4 days after | -17.20% |
| On release day | -9.43% |
| Change in period | -23.01% |
Axon Enterprise Earnings Call Transcript Summary of Q3 2025
Axon reported strong Q3 2025 results and raised guidance, driven by accelerating software and services growth and continued expansion of its ecosystem through acquisitions. Revenue for the quarter was $711M, up 31% year-over-year; ARR grew 41% to $1.3B; net revenue retention remained high at 124%. Software & services led growth (+41% YoY to $305M) while connected devices grew 24% to $405M. Management highlighted the AI Era product momentum (Prepared, Axon 911 roadmap, and AI Era Plan) and the strategic acquisitions of Prepared and Carbyne to modernize 911/voice communications, plus traction in Dedrone, Fusus, and enterprise body cameras (ABW Mini). International and corrections were notable booking contributors, including a 9-figure European cloud deal. Tariffs modestly pressured gross margins this quarter, but Axon maintained its FY target of ~25% adjusted EBITDA margin and raised Q4 revenue guidance to $750–755M (full-year ~ $2.74B, ~31% growth at midpoint). Management emphasized continued investment in R&D and inorganic opportunities to sustain long-term growth while retaining profitability discipline.
