Axon Enterprise, Inc. (AXON) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Axon's executive team today for our second quarter twenty twenty six earnings conference call. Before we get started, I'll note that our remarks today are intended to build upon our most recent shareholder letter and investor materials, which you can find on our investor website at investor.axon.com. During this call, we will discuss our business outlook and make forward looking statements. These comments are based on our expectations as of today and are not guarantees of future performance. All forward looking statements are subject to risks and uncertainties that could cause actual results to differ materially as discussed in our SEC filings. We will also discuss certain non GAAP financial measures. Descriptions and reconciliations of GAAP to GAAP are included in our shareholder letter and available on our investor website. Now as always, before we kick it over to Rick, we have a quick video to get us started. Let's pull it up. This summer, as millions gathered for the World Cup, d drones secured the airspace above all 11 US host cities, helping protect stadiums, fan zones, and celebrations everywhere. Pretty exciting. But to us, the bigger story wasn't what happened there. It's what didn't. The drones that never reached the stadium, the incidents that never escalated, the thousands of fans who never knew they were protected. That's the kind of impact public safety agencies are creating every day with the AXON ecosystem. And it's a story we're seeing play out in communities around the world. The Axon ecosystem has already enabled us to save significant time in our workflows. With Axon FUSYS, everything is on one platform, so it makes the response time a lot quicker. I was able to target the vehicle as it was coming through because I that information on evidence.com...