)
Edge21 Feb 2025
Axon: Making Bullets Obsolete
Axon transformed the TASER from a struggling invention into a $50B public safety giant, redefining policing with tech-driven solutions.
Axon Enterprise
Axon Enterprise (AXON) investor relations material
Axon Enterprise Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Key performance drivers and financial outlook
Achieved 33% revenue growth and 46% bookings growth in 2025, with strength across all products and regions, including over $1 billion in international and new product bookings.
$750 million in bookings from new AI products, with annual conversion of 20%-25% of $14.4 billion in total bookings, and contract durations stabilizing around 10 years.
Multi-year target of $6 billion revenue by 2028, driven by current and emerging product bookings, with investments in international expansion and data residency.
EBITDA margin expansion of 250 basis points over three years expected, with continued R&D investment and leverage in SG&A and gross margin from software growth.
Free cash flow conversion targeted at 60%, with inventory investments in 2025 and a focus on supply certainty for customers.
Product innovation and AI strategy
AI Era Plan generated $750 million in bookings in its first year, designed to future-proof customer contracts and provide seamless access to ongoing AI innovation.
New AI-driven tools like Draft One, Axon Assistant, Brief One, and Policy Chat enhance productivity and efficiency for law enforcement.
Hardware innovation includes ALPR product launch and upcoming ABW Mini body camera, targeting both public safety and enterprise markets.
Acquisitions of Prepared and Carbyne modernize 911 call handling with AI and cloud-based solutions, improving emergency response and triage.
Counter-drone capabilities expanded through Dedrone acquisition, addressing needs across federal, state, local, and enterprise sectors.
Market expansion and customer segments
Corrections market shows strong growth, similar to state and local, while federal business faces funding uncertainties but holds long-term potential with events like the World Cup and Olympics.
International business gains momentum with significant cloud deals in Europe and ongoing investments in data residency and localization.
Enterprise segment sees adoption of body cameras, drones, and counter-drone solutions, with ABW Mini expected to drive further retail and healthcare deployments.
Fusus platform anticipated to be adopted across all markets, supporting integrated security and surveillance.
Axon's AI moat: unique data and sensor network
911 market innovation: Prepared and Carbyne impact
Federal business: 2025 weakness, future catalysts
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Axon Enterprise earnings date
Q1 20266 May, 2026
Axon Enterprise
Next Axon Enterprise earnings date
Q1 20266 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices under the TASER brand in the United States and internationally. The company operates through two segments, TASER Weapons and Software and Sensors. It offers TASER X26P and TASER X2 smart weapons, which are electrical shock devices that incapacitate dangerous, combative, or high-risk subjects who pose a risk to law enforcement officers, innocent citizens, or themselves. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage