Axon Enterprise, Inc. (AXON) Earnings Call Transcripts

Axon Enterprise, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Axon Enterprise, Inc. reported a record revenue of $904 million, reflecting a 35% year-over-year increase, marking the tenth consecutive quarter of growth above 30%. The company raised its full-year revenue guidance to a range of 32% to 34%, up from the previous 30% to 32%. Adjusted EBITDA was reported at $242 million, with an adjusted EBITDA margin of 26.8%. Management highlighted strong demand across various segments, particularly in software and services, which grew 36% year-over-year, and noted a significant increase in international bookings, which tripled compared to the prior year.

Reported metrics

Guidance from management

Axon raised its full-year revenue guidance to a range of 32% to 34%, citing strong demand and a robust pipeline. They expect Q4 to be the strongest quarter of the year, consistent with previous trends.

What management said

Thanks, team. I think we're all up in gallery view. We have our -- one note today. We're going to try to take one question. And then if we have time, we'll come back to everyone around the circle. So we're going to start with Meta Marshall at Morgan Stanley.

And then maybe just to just add, I think you asked about where the demand is. I think there's sort of 3 broad themes that are always present. Number one, and this is anything that helps them get response faster, effective correct response faster and many of the things you see us talking about anchor on that. Number two, is anything that helps save officer time to get them more time back to do their jobs in community....

What analysts pressed on

Analysts expressed concerns regarding customer resistance to AI technologies, particularly around privacy and data security. There is apprehension about the risk-averse nature of Axon's customer base in adopting new technologies.

Main topics on the call

• Record Revenue Growth — Axon achieved a record revenue of $904 million, up 35% year-over-year. Management stated, "We had another record quarter, and I could not be more proud of this team."
• Strong Demand for Software & Services — Software & Services revenue increased by 36% year-over-year to $398 million, with more than one-third of software revenue coming from offerings beyond the core evidence platform. "The demand remains broad-based," managem...
• International Expansion — International bookings grew approximately threefold compared to the prior year, driven by large deals and the adoption of new offerings. Management highlighted, "3 of our top 5 AI Era Plan deals in the quarter came from ...
• TASER Product Success — TASER 10 sales surpassed previous models, with the highest volume booked in a quarter to date. Management mentioned, "We've now booked more TASER 10 units than we booked over the lifetime of TASER 7."

Read the full Axon Enterprise, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 55 Axon Enterprise, Inc. earnings call transcripts on record, spanning February 27, 2020 to August 5, 2026. Based on this history, Axon Enterprise, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AXON

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

55

First call

February 27, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly