Axon Enterprise, Inc. (AXON) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you. 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'll also discuss certain non-GAAP financial measures. Reconciliations to non-GAAP are included in our shareholder letter and available on our investor relations website. With that, before I turn it over to Rick, we have a quick video to show you. It shows a little bit about our vision for Axel 911. Let's pull it up. Every year, more than 240 million people call 911 in the United States. Moments when every second feels like forever. But the longest moment is the one waiting for help. Your car can drive itself. Your watch can warn you before you're in danger. Your fridge can order milk. But when you call 911, the system built to send help still runs on decades-old technology. Built for landlines, blind to video, and too slow for a mobile world. This isn't just a miss. It's a mission-critical gap. And we're closing it. What's your emergency? So he went somewhere in that direction. For the first time, intelligence from the 911 call, from cameras, from sensors, from cell phones, all converge in real time. Powered by AI at every turn, instantly understood and shared across the Axon ecosystem. Chaos becomes clarity. Dispatchers, command, and first responders all see the same evolving picture instantly to bring help to those in need faster and keep those responding safer. Call plane. The call came in at 1115 and the RP says they saw a man with a gun around Main Street. And when it's over, every word, every video, every transcript is already preserved in Axon Evidence, flagged by AI, ready for review, closing the loop from call to courtroom. The 911 call of tomorrow won't just start a response, it will shape ...