Axon Enterprise, Inc. (AXON) reported first-quarter 2025 adjusted earnings of $1.41 per share, which surpassed the Zacks Consensus Estimate of $1.27. The bottom line surged 22.6% year over year despite a significant rise in the cost of sales.Total revenues of $603.6 million surpassed the consensus estimate of $589 million and increased 31.3% year over year. The top line benefited from strong demand for TASER 10 and Axon Body 4. Growing demand for platform sensors also augmented the top-line results. (Find t ...

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like t ...

Axon Enterprise (AXON) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Erik Lapinski - Senior Director, Head of Investor RelationsRick Smith - CEO & FounderJosh Isner - PresidentBrittany Bagley - COO & CFOJoseph Cardoso - Vice President, Equity ResearchJeff Kunins - Chief Product Officer & CTOAlyssa Shreves - Vice President - Equity ResearchJamie Reynolds - Senior Equity Research AssociateJordan Lyonnais - Equity Research AssociateTrevor Walsh - Director - Equity ResearchMichael Ng - Man ...

Axon Enterprise (AXON) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Axon's executive team today. I hope you've all had a chance to read our shareholder letter released after the market closed, which you can find at investor.axon.com. Our prepared remarks today are meant to build upon the information in that letter. During this call, we will discuss our business outlook and make forward looking statements. Any forward looking statements made today are pursuant to and within the meaning of Safe Har ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to __________ Commission File Number: 001-16391 Axon Enterprise, Inc. (Exact name of registrant as specified in its charter) Delaware 86-0741227 (State or other jurisdiction of incorporation or organization) 17800 North 85th Street x QUARTERLY REPORT PURSUANT TO SEC ...

CONTACT: Investor Relations Axon Enterprise, Inc. IR@axon.com Axon reports Q1 2025 revenue of $604 million, up 31% year over year Fellow shareholders, Axon delivered a strong start to 2025, achieving record quarterly revenue while maintaining healthy margins and reinforcing our foundation for long-term growth through continued product innovation and a strengthened balance sheet. First quarter revenue reached $604 million, representing 31% year-over-year growth and marking our 13th consecutive quarter of gro ...

INVESTOR PRESENTATION VIEW REPORT MAY 2025 INVESTOR DECK Q1 2025 OVERVIEW OUR ECOSYSTEM MARKET OPPORTUNITY FINANCIALS APPENDIX 2 SAFE-HARBOR STATEMENT Forward-looking statements in this letter include, without limitation, statements regarding: proposed products and services and related development efforts and activities; expectations about the market for our current and future products and services, including statements related to our user base and customer profiles; the impact of pending litigation; strate ...

Core Insights - Axon Enterprise (AXON) is expected to report quarterly earnings of $1.27 per share, a 10.4% increase year-over-year, with revenues projected at $589.09 million, reflecting a 27.9% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 9.1% higher in the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Forecasts - Analysts predict 'Net Sales- Software and Sensors' will reach $371.61 million, a 31.8% increase from the previous year [5] - 'Revenue- TASER' is expected to be $218.76 million, indicating a 22.4% year-over-year change [5] - 'Net Sales- Services- Software and Sensors' is forecasted at $248.29 million, reflecting a 40.7% increase year-over-year [5] Product Sales Estimates - 'Net Sales- Products- Software and Sensors' is projected to be $123.31 million, a 16.9% increase year-over-year [6] - 'Net Sales- Products- TASER' is expected to reach $200.30 million, indicating a 20.3% year-over-year change [6] - 'Net Sales- Services- TASER' is forecasted at $15.35 million, reflecting a 25.6% increase from the previous year [6] Additional Sales Insights - The consensus estimate for 'Net Sales- Products' stands at $323.84 million, a 19% increase year-over-year [7] - 'Net Sales- Services' is expected to be $264.40 million, indicating a 40.1% year-over-year change [7] - 'Net Sales- Products- TASER- Other' is projected to reach $12.14 million, reflecting a significant 288.2% increase year-over-year [8] Annual Recurring Revenue - Analysts estimate 'Annual recurring revenue' to be $1,051.50 million, compared to $825 million from the previous year [8] Stock Performance - Over the past month, Axon shares have recorded a return of +15.1%, outperforming the Zacks S&P 500 composite, which changed by -0.5% [9]

Company Performance - Axon Enterprise (AXON) closed at $621.10, with a daily gain of +1.27%, outperforming the S&P 500's gain of 0.63% [1] - Over the past month, Axon shares increased by 9.83%, significantly surpassing the Aerospace sector's gain of 2.14% and the S&P 500's loss of 0.7% [1] Upcoming Earnings - The upcoming earnings report for Axon Enterprise is scheduled for May 7, 2025, with an expected EPS of $1.27, indicating a 10.43% increase year-over-year [2] - Revenue is projected at $589.09 million, reflecting a 27.86% rise compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are estimated at $6.11 per share and revenue at $2.62 billion, representing increases of +2.86% and +25.7% respectively from the prior year [3] - Recent revisions to analyst forecasts are crucial as they indicate changing business trends, with positive revisions suggesting analyst optimism about the company's profitability [3] Zacks Rank and Stock Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), indicates that Axon Enterprise currently holds a Zacks Rank of 2 (Buy) [5] - Over the past month, the Zacks Consensus EPS estimate for Axon has increased by 4.52% [5] Valuation Metrics - Axon Enterprise has a Forward P/E ratio of 100.34, which is significantly higher than the industry average of 30.91, suggesting that the company is trading at a premium [6] - The PEG ratio for Axon is 3.61, compared to the industry average PEG ratio of 2.36, indicating a higher valuation relative to projected earnings growth [7] Industry Context - The Aerospace - Defense Equipment industry, part of the Aerospace sector, has a Zacks Industry Rank of 34, placing it in the top 14% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Some investors downplay the link between politics and investing, and sometimes Capitol Hill events have little impact. But if it were all irrelevant, why would so many members of Congress trade stocks based on the information they receive? Reality shows that sometimes our nation’s leaders leave promising investment opportunities hiding in plain sight. For example, in March, Congress passed a continuing resolution (CR) to fund the government through the end of fiscal year 2025. Not only does this prevent a g ...