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$612.83 -2.76 (-0.45%) At close · Aug 14
Market Cap
$49.78B
Shares
81.24M

Axon Enterprise, Inc. Earnings Call Transcripts

Every quarterly earnings call for Axon Enterprise, Inc. (AXON) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲34.4% $311.75M $12.13M '22 Q3 22-11-08 ▲51.6% $333.35M $28.97M '22 Q4 23-02-28 ▲34.3% $344.34M $45.90M '23 Q1 23-05-09 ▲30.5% $372.70M $11.51M '23 Q2 23-08-08 ▲32.6% $413.28M $61.31M '23 Q3 23-11-07 ▲29.1% $430.38M $57.06M '23 Q4 24-02-27 ▲33.6% $459.87M $133.35M '24 Q1 24-05-06 ▲35% $503.24M $41.47M '24 Q2 24-08-06 ▲31.7% $544.27M $67.03M '24 Q3 24-11-07 ▲33.6% $575.14M $135.18M '24 Q4 25-02-25 ▲31.3% $603.63M $87.98M '25 Q1 25-05-07 ▲32.8% $668.54M $36.12M '25 Q2 25-08-04 ▲30.6% $710.64M −$2.19M '25 Q3 25-11-04 ▲38.5% $796.72M $2.75M '25 Q4 26-02-24 ▲33.7% $807.35M $169.31M '26 Q1 26-05-06 LATEST ▲35.3% $904.39M $29.43M '26 Q2 26-08-05
Conference
Investor event
2026-09-15
2026 PIPER SANDLER GROWTH FRONTIERS CONFERENCE
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-09
2026 WOLFE RESEARCH TMT CONFERENCE
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-08
2026 GOLDMAN SACHS COMMUNACOPIA + TECHNOLOGY CONFERENCE
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-05
Q2 2026 AXON ENTERPRISE, INC. EARNINGS CONFERENCE CALL
Revenue
$904.39M
▲ 35.3% YoY
Diluted EPS
$0.36
▼ 18.2% YoY
Gross margin
60.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-06-04
WILLIAM BLAIR 46TH ANNUAL GROWTH STOCK CONFERENCE
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-06
Axon Enterprise, Inc. Q1 FY2026 Earnings Call
Confident tone International and Enterprise Expansion Dedrone / Counter-Drone AI Era Plan and AI Capabilities
Revenue
$807.35M
▲ 33.7% YoY
Diluted EPS
$2.05
▲ 89.8% YoY
Gross margin
59.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-24
Axon Enterprise, Inc. Q4 FY2025 Earnings Call
Confident tone Bookings Growth and Acceleration 2028 Financial Targets and Guidance AI Products and AI Era Plan
Revenue
$796.72M*
▲ 38.5% YoY
Gross margin
57.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Axon Enterprise, Inc. Q3 FY2025 Earnings Call
Confident tone Dedrone counter-drone business Federal and international growth Fusus real-time crime center and sensor network
Revenue
$710.64M
▲ 30.6% YoY
Diluted EPS
$-0.03
▼ 103.5% YoY
Gross margin
60.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
Axon Enterprise, Inc. Q2 FY2025 Earnings Call
Confident tone Enterprise and international expansion Product adoption acceleration Bookings growth and record deals
Revenue
$668.54M
▲ 32.8% YoY
Diluted EPS
$0.44
▼ 17% YoY
Gross margin
60.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Axon Enterprise, Inc. Q1 FY2025 Earnings Call
Confident tone AI products and software growth TASER 10 adoption momentum International expansion
Revenue
$603.63M
▲ 31.3% YoY
Diluted EPS
$1.08
▼ 37.6% YoY
Gross margin
60.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
Axon Enterprise, Inc. Q4 FY2024 Earnings Call
Confident tone Revenue and bookings growth Drones / robotics / DFR Software and ecosystem (Fusus, DEMS, RTCC, VR)
Revenue
$575.14M*
▲ 33.6% YoY
Gross margin
60.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Axon Enterprise, Inc. Q3 FY2024 Earnings Call
Confident tone Drones, Robotics & Dedrone Acquisition Federal Business Strength International Expansion
Revenue
$544.27M
▲ 31.7% YoY
Diluted EPS
$0.86
▲ 6.2% YoY
Gross margin
60.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Axon Enterprise, Inc. Q2 FY2024 Earnings Call
Confident tone Drones and Robotics AI and Draft One Real-Time Operations and Fusus
Revenue
$503.24M
▲ 35% YoY
Diluted EPS
$0.53
▲ 253.3% YoY
Gross margin
60.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
Axon Enterprise, Inc. Q1 FY2024 Earnings Call
Confident tone Drone as first responder (DFR) and Dedrone acquisition Pipeline and bookings Capacity and capital investment
Revenue
$459.87M
▲ 33.6% YoY
Diluted EPS
$1.73
▲ 179% YoY
Gross margin
56.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-27
Axon Enterprise, Inc. Q4 FY2023 Earnings Call
Confident tone International expansion TASER 10 and Axon Body 4 ramp Drone business and Sky-Hero
Revenue
$430.38M
▲ 29.1% YoY
Diluted EPS
$0.75
Gross margin
61.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-07
Axon Enterprise, Inc. Q3 FY2023 Earnings Call
Revenue
$413.28M
▲ 32.6% YoY
Diluted EPS
$0.81
▲ 376.5% YoY
Gross margin
62.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
Axon Enterprise, Inc. Q2 FY2023 Earnings Call
Revenue
$372.70M
▲ 30.5% YoY
Diluted EPS
$0.15
▼ 78.9% YoY
Gross margin
61.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Axon Enterprise, Inc. Q1 FY2023 Earnings Call
Revenue
$344.34M
▲ 34.3% YoY
Diluted EPS
$0.62
▼ 18.4% YoY
Gross margin
59.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Axon Enterprise, Inc. Q4 FY2022 Earnings Call
Revenue
$333.35M*
▲ 51.6% YoY
Gross margin
60.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Axon Enterprise, Inc. Q3 FY2022 Earnings Call
Revenue
$311.75M
▲ 34.4% YoY
Diluted EPS
$0.17
▼ 74.6% YoY
Gross margin
62.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Axon Enterprise, Inc. Q2 FY2022 Earnings Call
Revenue
$285.61M
▲ 30.5% YoY
Diluted EPS
$0.71
Gross margin
60.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Axon Enterprise, Inc. Q1 FY2022 Earnings Call
Revenue
$256.43M
▲ 31.5% YoY
Diluted EPS
$0.76
Gross margin
60.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Axon Enterprise, Inc. Q4 FY2021 Earnings Call
Revenue
$219.84M*
▼ 2.8% YoY
Gross margin
63.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-15
Axon Enterprise, Inc. Q3 FY2021 Earnings Call
Revenue
$231.99M
▲ 39.4% YoY
Diluted EPS
$0.67
Gross margin
62.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Axon Enterprise, Inc. Q2 FY2021 Earnings Call
Revenue
$218.79M
▲ 54.9% YoY
Diluted EPS
$-0.72
Gross margin
63.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Axon Enterprise, Inc. Q1 FY2021 Earnings Call
Revenue
$195.02M
▲ 32.5% YoY
Diluted EPS
$-0.75
▼ 1171.4% YoY
Gross margin
63.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Axon Enterprise, Inc. Q4 FY2020 Earnings Call
Revenue
$226.14M*
▲ 31.6% YoY
Gross margin
62.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Axon Enterprise, Inc. Q3 FY2020 Earnings Call
Revenue
$166.44M
▲ 27.2% YoY
Diluted EPS
$-0.01
▼ 110% YoY
Gross margin
59.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Axon Enterprise, Inc. Q2 FY2020 Earnings Call
Revenue
$141.26M
▲ 25.7% YoY
Diluted EPS
$-0.51
▼ 5200% YoY
Gross margin
62.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Axon Enterprise, Inc. Q1 FY2020 Earnings Call
Revenue
$147.16M
▲ 27.1% YoY
Diluted EPS
$0.07
▼ 36.4% YoY
Gross margin
60.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-27
Axon Enterprise, Inc. Q4 FY2019 Earnings Call
Revenue
$171.85M
▲ 49.7% YoY
Diluted EPS
$-0.21
▼ 800% YoY
Gross margin
53.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–31 of 31 earnings calls
Key facts CIK 1069183 CUSIP 05464C101 13F (30d) 1035 filings 1002 filers Visit website Investor relations

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