Core Insights - Axon Enterprise reported strong second-quarter results, with earnings of $2.12 per share, exceeding analyst expectations by 45.11% [1] - Quarterly revenue reached $669 million, surpassing the consensus estimate of $641.24 million and showing a significant increase from $504.1 million in the same quarter last year [1] Financial Performance - Software & Services revenue grew 39% year-over-year to $292 million [4] - Annual recurring revenue increased by 39% to $1.2 billion [4] - Connected Devices revenue rose 29% year-over-year to $376 million [4] - Platform Solutions revenue saw an impressive growth of 86% to $67 million [4] - Adjusted gross margin, excluding stock-based compensation and intangibles amortization, was 63.3%, up 20 basis points year-over-year [4] Outlook - The company raised its fiscal year sales outlook to between $2.65 billion and $2.73 billion, compared to the previous range of $2.6 billion to $2.7 billion, aligning closely with the $2.66 billion estimate [3]