Workflow
What Analyst Projections for Key Metrics Reveal About Axon (AXON) Q4 Earnings
AXONAxon(AXON) ZACKS·2025-02-20 15:20

Core Viewpoint - Axon Enterprise (AXON) is expected to report strong quarterly earnings and revenue growth, with analysts predicting earnings of 1.51pershareandrevenuesof1.51 per share and revenues of 567.56 million, reflecting year-over-year increases of 34.8% and 31.3% respectively [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a stable outlook from analysts [1] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [2] Revenue Estimates - Analysts forecast 'Net Sales- Software and Sensors' to reach 350.43million,representingayearoveryearincreaseof29.4350.43 million, representing a year-over-year increase of 29.4% [3] - The consensus estimate for 'Revenue- TASER' is 217.30 million, indicating a 34.7% increase year over year [4] - 'Net Sales- Services- Software and Sensors' is expected to be 222.21million,reflectinga35.8222.21 million, reflecting a 35.8% year-over-year change [4] - 'Net Sales- Products- Software and Sensors' is projected to reach 129.70 million, showing a 21% increase from the prior-year quarter [4] Product Sales Estimates - 'Net Sales- Products- TASER' is anticipated to be 201.48million,indicatinga33.2201.48 million, indicating a 33.2% increase year over year [5] - The estimate for 'Net Sales- Services- TASER' stands at 14.33 million, reflecting a 41.8% year-over-year change [5] - 'Net Sales- Products' is expected to total 332.80million,showinga28.8332.80 million, showing a 28.8% increase from the previous year [5] Additional Sales Metrics - 'Net Sales- Services' is projected to reach 233.19 million, indicating a 34.2% increase from the year-ago quarter [6] - 'Net Sales- Products- TASER- Extended warranties' is estimated at 9.71million,reflectingan189.71 million, reflecting an 18% increase year over year [6] - 'Net Sales- Products- TASER- Other' is expected to be 6.71 million, indicating a significant 50.1% increase from the prior-year quarter [6] Segment Performance - 'Net sales by Product- Software and Sensors segment- Axon Body' is expected to be 74.74million,reflectinga26.874.74 million, reflecting a 26.8% increase from the prior-year quarter [7] - 'Annual recurring revenue' is projected to reach 940.51 million, up from $697 million reported in the same quarter last year [7] Stock Performance - Shares of Axon have decreased by 2.3% over the past month, contrasting with a 2.6% increase in the Zacks S&P 500 composite [8] - With a Zacks Rank 3 (Hold), AXON is expected to perform in line with the overall market in the near future [8]