Snapshot
Axon Enterprise, Inc. reported $711M of revenue in Q3 2025, up 30.6% year over year, with diluted EPS of $-0.03 and an operating margin of -0.3%.
- Revenue
- $711M
- YoY growth
- +30.6%
- Diluted EPS
- $-0.03
- Operating margin
- -0.3%
$711M
Revenue
+30.6%
YoY growth
$-0.03
Diluted EPS
-0.3%
Operating margin
01 Key takeaways
What management said
- •During this call, we will discuss our business outlook and make forward-looking statements.
- •So I'd like to welcome everybody to our third quarter 2025 earnings call.
- •When you make that call, a network of connected devices and software across your city will activate instantly, analyzing information, prompting decisions, and allowing the human operator to coordinate a faster, more informed response.
- •The AI Aeroplan continues to be the fastest booked Axon software product to date.
- •The momentum highlights another key part of our growth strategy, how we pour fuel on the fire when we acquire great businesses.
- •Looking ahead, we're executing against a growing pipeline, and we're not slowing down.
- •I have no doubt we will deliver another record year in 2026, something that I'm sure many of you are wondering about.
- •Going into next year, look for us to continue to drive record growth, ensuring better execution through the use of AI tools and efficient decentralized ownership to tackle new markets and opportunities.
- •Third-quarter revenue of $711 million increased 31% year-over-year, marking our seventh consecutive quarter of 30% or greater growth, underscoring the robust demand we are seeing.
- •Software and services was again the leader, increasing 41% year-over-year to $305 million of revenue.
- •This growth reflects both new customers and existing customers expanding their use of our platform and capabilities.
- •We continue to have strong net revenue retention at 124% again this quarter, and ARR grew 41% to $1.3 billion.
SourcesCompany financials · earnings call
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