AXON Axon (AXON) Q4 FY25 earnings call
Axon delivered a strong Q4 and full year 2025, driven by record bookings and robust growth across its integrated hardware and software ecosystem. The company introduced ambitious 2028 financial targets, aiming to more than double revenue and expand EBITDA margins, underpinned by significant AI adoption and expansion into new markets. Management emphasized its strategic advantage in owning the full technology stack and its commitment to innovation and customer trust amidst a rapidly evolving technological landscape.
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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.