Axon Enterprise NASDAQ: AXON has been one of the hottest names in security and defense. However, competition is heating up.
Zacks.com users have recently been watching Axon (AXON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Axon continues to justify its premium valuation with strong revenue growth, innovative products, and a robust recurring software revenue model. Recent launches like Axon Outpost and Lightpost expand its ecosystem, driving new growth opportunities and strengthening customer retention. Tariff risks are mitigated by diversified manufacturing, a growing software mix, and resilient government customer budgets.
Recently, Zacks.com users have been paying close attention to Axon (AXON). This makes it worthwhile to examine what the stock has in store.
For security and defense company Axon Enterprise NASDAQ: AXON, Q1 earnings were exactly what it needed to take its 2025 returns from decent to delightful.
Axon Enterprise, Inc. (NASDAQ:AXON ) Annual JPMorgan Global Technology, Media and Communications Conference May 14, 2025 1:00 PM ET Company Participants Josh Isner - President Conference Call Participants Joe Cardoso - JPMorgan Joe Cardoso Hey. Good afternoon, everyone.
We're winding down earnings season, and the old Wall Street adage that “earnings drive stock prices” continues to prove true.
AXON's first-quarter revenues increase 31.3% year over year, driven by the impressive performance of its Connected Devices and Software & Services segments.
Axon Enterprise, Inc. (NASDAQ:AXON ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Erik Lapinski - Senior Director, Investor Relations Rick Smith - Chief Executive Officer and Founder Josh Isner - President Brittany Bagley - Chief Operating Officer and Chief Financial Officer Jeff Kunins - Chief Product Officer and Chief Technology Officer Conference Call Participants Andrew Sherman - TD Cowen Joseph Cardoso - JPMorgan Alyssa Shreves - Barclays Jamie Reynolds - Morgan Stanley Jordan Lyonnais - Bank of America William Power - Baird Joshua Reilly - Needham Jeremy Hamblin - Craig Hallum Trevor Walsh - JMP Securities Keith Housum - Northcoast Jonathan Ho - William Blair Michael Ng - Goldman Sachs Erik Lapinski Hello, everyone. And thank you for joining Axon's executive team today.
Axon Enterprise (AXON) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.27 per share. This compares to earnings of $1.15 per share a year ago.
TASER maker Axon Enterprise raised its full-year revenue forecast on Wednesday, banking on sustained demand for its software products and security devices, sending its shares up more than 7% after the bell.
SCOTTSDALE, Ariz. , May 7, 2025 /PRNewswire/ -- Software & Services revenue grows 39% to $263 million Annual recurring revenue grows 34% to $1.1 billion Net income of $88 million supports non-GAAP net income of $115 million and Adjusted EBITDA of $155 million Raises full year revenue outlook to a range of $2.60 billion to $2.70 billion, up from $2.55 billion to $2.65 billion Fellow shareholders, Axon delivered a strong start to 2025, achieving record quarterly revenue while maintaining healthy margins and reinforcing our foundation for long-term growth through continued product innovation and a strengthened balance sheet.