AXON Axon Enterprise (AXON) Q4 FY24 earnings call
Axon delivered a strong Q4 and full-year 2024, driven by robust demand across its TASER, sensors, and software segments, with software contributing 40% of total revenue. The company achieved its 2025 adjusted EBITDA margin target a year early and reported record bookings, indicating a healthy pipeline for future growth. Strategic investments in AI, drones, and enterprise markets are expanding the total addressable market, though a local political challenge in Arizona poses a potential risk to headquarters expansion plans.
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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.