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]

Core Insights - Fair Isaac (FICO) reported revenue of $498.74 million for the quarter ended March 2025, marking a year-over-year increase of 15% and an EPS of $7.81 compared to $6.14 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1][2] Financial Performance - The reported revenue of $498.74 million surpassed the Zacks Consensus Estimate of $496.22 million, resulting in a surprise of +0.51% [1] - The EPS of $7.81 exceeded the consensus estimate of $7.39, delivering a surprise of +5.68% [1] - Annual Recurring Revenue (ARR) for the platform was $234.70 million, below the average estimate of $248.73 million [4] - Total ARR was reported at $714.60 million, compared to the estimated $751.38 million [4] - Non-platform ARR was $479.90 million, lower than the average estimate of $502.65 million [4] Revenue Breakdown - Professional services revenue was $17.87 million, below the average estimate of $19.18 million, reflecting a year-over-year decline of -9.5% [4] - Software revenue reached $201.70 million, slightly below the average estimate of $211.53 million, with a year-over-year increase of +2.4% [4] - Scores revenue was $297.04 million, exceeding the average estimate of $286 million, with a year-over-year increase of +25.4% [4] - On-premises and SaaS software revenue was $183.83 million, below the average estimate of $192.35 million, with a year-over-year increase of +3.8% [4] - Business-to-consumer scores revenue was $54.55 million, surpassing the average estimate of $52.90 million, with a year-over-year increase of +6.2% [4] - Business-to-business scores revenue was $242.49 million, exceeding the average estimate of $235.89 million, with a year-over-year increase of +30.7% [4] Operating Income - Operating income for software was reported at $63.32 million, below the average estimate of $69.19 million [4] - Operating income for scores was $264.97 million, exceeding the average estimate of $254.48 million [4] Stock Performance - Fair Isaac's shares returned +5.4% over the past month, while the Zacks S&P 500 composite experienced a -0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]