Axon Enterprise (NasdaqGS:AXON) Q3 2025 Earnings Call November 04, 2025 05:00 PM ET Speaker6Executive team today. We hope you've had a chance to read our shareholder letter released after the market closed, which you can find at investor.axon.com. Our remarks today are meant to build upon that letter. 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 of future performance. All forward-lo ...

Core Viewpoint - Axon has announced a definitive agreement to acquire Carbyne, enhancing its public safety technology ecosystem by integrating next-generation, cloud-native 911 technology [2][3][5]. Company Overview - Axon is a global leader in public safety technology, focused on innovating solutions for law enforcement and emergency response [7][8]. - Carbyne is an emergency communications platform that serves hundreds of agencies and protects over 250 million people worldwide [2][6]. Acquisition Details - The acquisition values Carbyne at $625 million and is expected to close in the first quarter of 2026, subject to customary closing conditions [5]. - This acquisition is part of Axon's strategy to modernize public safety from the initial call for help to the resolution of incidents [3][4]. Technological Integration - The integration of Carbyne's cloud-native call-handling platform with Axon's AI-driven insights will create a fully connected 911 platform, enhancing real-time communication and data access [4][5]. - The combined capabilities aim to improve emergency response outcomes by providing instant visibility and connecting dispatchers directly to field officers [5][6]. Market Impact - More than 240 million 911 calls are made annually in the U.S., highlighting the critical need for improved emergency communication systems [5]. - The acquisition is expected to enhance the efficiency and effectiveness of emergency response services, ultimately benefiting communities and saving lives [4][5].

Accessibility StatementSkip Navigation SCOTTSDALE, Ariz., Nov. 4, 2025 /PRNewswire/ -- Fellow shareholders, Axon delivered another record quarter, with revenue growing 31% year over year to $711 million — our seventh consecutive quarter of growth above 30% — and GAAP net loss margin of 0.3% supporting Adjusted EBITDA margin of 24.9%. The sections below provide additional detail on our vision for Axon 911, the launch of our latest enterprise vertical product, quarterly financial performance and updated out ...