AXON Axon (AXON) Q2 FY25 earnings call
Axon delivered another strong quarter, driven by accelerating demand for new technology and robust adoption of its expanding product portfolio across both existing and new markets. The company is seeing significant traction with its AI Era Plan and new hardware, leading to record bookings and a confident outlook for continued growth, despite planned investments and tariff impacts in the second half.
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AXON operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Backlog | $9.9BOur comfort in raising guidance is based on the strong Q1 bookings performance as well as the pipeline we see for the year and the future contracted bookings of $9.9 billion.Source: earnings call transcript | $14.3BFuture contracted bookings was up 44% year-over-year to $14.3 billion, reflecting this broad-based momentum.Source: earnings call transcript | $15.1BFuture contracted bookings grew more than 40% year-over-year to $15.1 billion, reflecting the broad-based momentum we're seeing across products and end markets.Source: earnings call transcript | +5.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.