Axon Enterprise, Inc.(AXON)
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, TASER, and Software and Sensors. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include TASER 7, TASER X26P, TASER X2, TASER Consumer devices, and related cartridges; on-officer body cameras, Axon Fleet in-car systems, and other devices; Axon Evidence digital evidence management software; Axon Signal enabled devices, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. It sells its products through its direct sales force, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand the capabilities of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution to provide agencies real-time operations situational awareness, including streamlined investigative workflows. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.
Latest News & Analysis
Axon's Platform Solutions Boom Masks Tariff Impact on Device Margins
Connected devices platform solutions surge 71% YoY, offsetting tariff pressure and revealing how mix shift validates Axon's recurring revenue growth thesis.
Axon's Tariff Shock Masks Growth Momentum as Carbyne Acquisition Signals Expansion
Q3 earnings reveal first tariff impact on margins while guidance raise signals confidence; Carbyne acquisition marks third vertical beyond law enforcement.
Axon's Monopoly Risks Come Into Focus as Law Enforcement Lock-In Strategy Falters
San Jose contract exposes vendor lock-in vulnerabilities and regulatory escalation risk ahead of Q3 earnings.
Axon Enterprise: Growth Strategy and Market Impact
A data-driven intraday update on Axon Enterprise's growth strategy, earnings, and innovation in AI and drone technology.
Axon Enterprise: Industry Impact and Market Trends Analysis
Axon Enterprise faces stock decline amid analyst downgrades and partnership shifts. A comprehensive intraday analysis of market reactions and key developments.
Axon Enterprise Stock Decline: Q4 Earnings and Partnership Concerns
Axon Enterprise faces stock decline amid analyst downgrades, partnership concerns, and Q4 earnings anticipation. A comprehensive intraday analysis of market dynamics and strategic challenges.
Axon Enterprise: Stock Decline, Analyst Concerns, and the Looming Q4 Earnings Report
Axon Enterprise’s stock declines amid analyst downgrades and competitive challenges, with Q4 earnings set to provide key insights.
Axon Enterprise: Q4 Earnings, AI Strategy, and Future Outlook
**Axon Enterprise**'s Q4 earnings beat expectations, fueled by Software & Sensors and TASER segments, despite federal budget worries and AI concerns.
Axon Enterprise Q4 2024 Earnings: Key Takeaways and Market Analysis
Axon Enterprise's Q4 2024 earnings reveal strong growth driven by Software & Sensors, but market volatility persists. AI integration and government budgets remain key factors.
Axon Enterprise, Inc. Strategic Debt and Growth Analysis by Monexa AI
Axon Enterprise’s recent $1.75B senior note issuance and strong revenue growth highlight key strategic shifts in public safety tech.
Axon Enterprise (AXON): Debt, Disruption, and the Future of Public Safety
Axon Enterprise (AXON) navigates debt, innovation, and market shifts. A $1.75B notes offering, ZAP-Axon radiosurgery, and subscription growth shape its future.
Axon Enterprise (AXON): Growth Potential and Market Analysis
Analysis of Axon Enterprise (AXON): growth potential amid market corrections, military spending, AI investments, and word-of-mouth marketing. A compelling growth stock.
Axon Enterprise (AXON): Growth, Strategy & Market Position
Axon Enterprise (AXON) is transforming public safety with its 'God's Eye' security ecosystem, strategic acquisitions, and R&D investments. A detailed analysis.
Axon Enterprise (AXON): Financial Strength, AI, and Public Safety Tech
Axon Enterprise (AXON) is evolving beyond TASERs, leveraging AI and software for strong growth in public safety technology. Analysis covers financials, AI strategy, and market dynamics.
Axon Enterprise's Strategic AI Push Amidst Strong Revenue Growth
Axon Enterprise's Q1 2025 revenue surged +31% to $604 million, driven by strong TASER and body camera demand and strategic AI/drone expansion.
Axon's $1.75 Billion AI Growth Funding: A Strategic Gamble for Market Dominance
Axon's recent $1.75B debt funding fuels ambitious AI and M&A strategies, driving revenue growth but impacting operating margins. A deep dive into financial performance.
Axon Enterprise Inc. Deep Dive: AI-Driven Growth, Debt Strategy, and Market Leadership Analysis
Explore Axon Enterprise's AI investments, $1.75B debt financing, margin trends, and competitive positioning in public safety technology, backed by detailed financial data.
Axon Enterprise Inc. Deep Dive: AI Strategy Drives Premium Valuation & Growth
Explore Axon Enterprise's AI-led growth, robust Q1 2025 revenue jump, and premium valuation, highlighting its strategic positioning in public safety tech.
Axon Enterprise, Inc. Market Analysis: Growth Drivers, Valuation & Margin Dynamics
Comprehensive analysis of Axon Enterprise's recent financials, growth drivers, valuation, and competitive positioning in public safety tech.
Axon Enterprise Growth Analysis: Q1 2025 Surge in Connected Devices & Software Revenue
Axon Enterprise's Q1 2025 revenue surged 31% YoY driven by connected devices and software growth, highlighting strong fundamentals and AI integration in law enforcement tech.
Axon Enterprise, Inc. Market Analysis: AI-Driven Growth and Financial Strength in Public Safety Tech
Explore Axon Enterprise's latest financial results, AI innovation, and strategic expansion fueling its leadership in public safety technology and strong ARR growth.
Axon Enterprise Inc. (AXON) Q1 2025 Growth and AI Strategy Propel Premium Valuation
Axon Enterprise's Q1 2025 reveals 31% revenue growth and $1.1B ARR, driven by AI integration and software expansion, strengthening its premium valuation.
Axon Enterprise: Deep Dive into Q1 2025 Financials and Strategic Moves
Axon Enterprise reported robust Q1 2025 results, demonstrating strong growth in software and services, significant profitability improvements, and strategic advancements in AI.
Axon Enterprise's AI Drone Strategy Drives Robust Growth and Market Leadership
Axon Enterprise advances public safety tech with AI-powered software and autonomous drones, posting +34% ARR growth and expanding its competitive moat.
Axon Enterprise Q2 2025 Earnings Surge and Strategic Growth in Public Safety Tech | Monexa AI
Axon Enterprise posts a robust 33% revenue growth in Q2 2025, driven by AI innovation, subscription services, and TASER leadership, reshaping public safety tech.
Axon Enterprise Q2 2025 Analysis: Recurring Revenue Growth Drives Market Leadership
Axon Enterprise's Q2 2025 earnings reveal 33% revenue growth and 39% ARR surge, strengthening its public safety tech leadership and market valuation.
Axon Enterprise, Inc. Q2 Revenue & ARR Surge Analysis
Data-driven update: Axon reported $669M Q2 revenue and ARR of $1.2B, driving guidance raises and a valuation re-rating — analysis of financials, cash flow, and strategy.
Axon Enterprise: Strong Growth Meets Rising Competitive Pressure
Axon Enterprise reported strong Q1 2025 results, but a major acquisition by Motorola Solutions is reshaping the competitive landscape, demanding strategic agility.
Axon Enterprise (AXON): Growth, AI Monetization, and the Cost of Scale
Axon’s FY2024 shows **revenue +33.33%** and **net income +114.48%** amid a large acquisition and rising R&D/SG&A—AI-driven subscription growth is real, but valuation and execution risk remain.
Axon Enterprise: Revenue Surge, Heavy M&A and a Stretched Valuation
Axon posted FY2024 revenue of **$2.08B** (+33.33% YoY) and net income of **$377.03M** (+114.46%), while trading at **$769.68** with P/E ~**188.72x** — premium priced for AI/SaaS execution.
Axon Enterprise: $2.08B Revenue, Rapid AI Mix — Why the 180x P/E Still Matters
Axon reported FY2024 revenue of **$2.08B** (+33.33% YoY) and trades at **$740.29** (mkt cap **$58.12B**), implying a **+176.96x** TTM P/E — a premium that hinges on AI monetization and margin expansion.
Axon Enterprise: Rapid Revenue Re‑Rating Meets Stretched Multiples
Axon reported **FY2024 revenue of $2.08B (+33.33%)** and **net income $377.03M (+114.49%)** — strong operating progress colliding with a near‑software valuation.
Axon Enterprise Expands Beyond Law Enforcement with Corporate Security Play
Body camera leader launches Workforce Mini to address retail violence, opening new revenue channel as traditional market matures.