Snapshot
Axon Enterprise, Inc. reported $669M of revenue in Q2 2025, up 32.8% year over year, with diluted EPS of $0.44 and an operating margin of -0.2%.
- Revenue
- $669M
- YoY growth
- +32.8%
- Diluted EPS
- $0.44
- Operating margin
- -0.2%
$669M
Revenue
+32.8%
YoY growth
$0.44
Diluted EPS
-0.2%
Operating margin
01 Key takeaways
What management said
- •During this call we will discuss our business outlook and make forward-looking statements.
- •You go down the list, this technology in the past three years has come out of nowhere to where this is the fundamental technology or this is how we generally deploy drones today.
- •First, demand for new technology from our customers is accelerating and it's outpacing even my most optimistic expectations.
- •Draft One remains our fastest adopted software solution, TASER 10 our fastest adopted TASER weapon, Axon Body 4 our fastest adopted camera.
- •Dedrone, Fusus and the AI Era Plan are also being deployed faster than we've seen with prior new technologies, while laying the groundwork for future innovations coming over the horizon.
- •This summer we spent time with our product teams working through our future product investments, and we have the broadest, yet most cohesive and synchronized pipeline of products and development we've ever had.
- •This team took back the record for the largest deal in Axon company history by a wide margin.
- •Second quarter revenue of $669 million increased 33% year-over-year, marking our 14th consecutive quarter of over 25% revenue growth.
- •Josh shared some great color on our bookings and why we're so excited for the future in terms of translating that into revenue.
- •Today, the top line growth continues to be driven by software and services, which grew 39% year-over-year to $292 million.
- •Our ability to win new users and to drive adoption of our newest products underpins this continued growth.
- •Net Revenue Retention increased to 124% and has been near or above 120% for 20 consecutive quarters, demonstrating the result of our ongoing investment in our products and customers.
SourcesCompany financials · earnings call
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