Replay available

Axon Enterprise, Inc. (AXON) Q4 2025 Earnings Call

Axon Enterprise, Inc. (NASDAQ: AXON) Q4 2025 earnings conference call, held 2026-02-24. Replay captured from the company's public earnings webcast.

Tue, February 24, 2026 at 4:30 PMendedReplay
Axon Enterprise, Inc. (AXON) Q4 2025 Earnings Call

Hosted by

Featured presenters

Rick Smith

President & Chief Executive Officer

Mike Ng

Analyst, Goldman Sachs

Will Power

Analyst, Robert W. Baird

Jonathan Howitt

Analyst, William Blair

Trevor Walsh

Analyst, Citizens

Joe Cardozo

Analyst, J.P. Morgan

Andrew Sherman

Analyst, TD Securities

Mike Landemore

Analyst, Northland

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.706 -- 00:00:05.071 All right. Hi, everyone. Thank you for joining Axon's executive team today. 00:00:05.071 -- 00:00:07.775 You may notice we have a longer call scheduled this afternoon. 00:00:07.775 -- 00:00:11.880 We're going to report our fourth quarter and full year results as we normally do, and 00:00:11.880 -- 00:00:15.785 then we'll transition into a short presentation where we'll introduce you to our new 00:00:15.785 -- 00:00:20.370 2028 financial targets and share more about our vision. 00:00:20.370 -- 00:00:24.275 Our remarks today are meant to build upon our most recent shareholder letter and investor 00:00:24.275 -- 00:00:29.099 materials, which you can find on our investor website at investor.axon.com. 00:00:29.528 -- 00:00:34.053 During this call, we will discuss our business outlook and make forward-looking statements. 00:00:34.053 -- 00:00:38.819 These comments are based on our expectations as of today and are not guarantees of future 00:00:38.819 -- 00:00:40.360 performance. 00:00:40.360 -- 00:00:43.884 All forward-looking statements are subject to risks and uncertainties that could cause 00:00:43.884 -- 00:00:49.471 actual results to differ materially, as discussed in our SEC filings. 00:00:49.471 -- 00:00:53.255 We will also discuss certain non-GAAP financial measures. 00:00:53.255 -- 00:00:58.201 Descriptions and reconciliations to GAAP are included in our shareholder letter and available 00:00:58.201 -- 00:01:02.887 on our investor website. Now, as always, before we begin, we have a quick video to get 00:01:02.887 -- 00:01:06.089 us started. Let's pull it up. 00:01:16.489 -- 00:01:21.938 Now, on this stage, a year ago, we launched DraftOne, which is our first major 00:01:21.938 -- 00:01:25.859 product of the new generative AI era...