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

Investor webinar replay

Replay transcript excerpt

All right. Hi, everyone. Thank you for joining Axon's executive team today. You may notice we have a longer call scheduled this afternoon. We're going to report our fourth quarter and full year results as we normally do, and then we'll transition into a short presentation where we'll introduce you to our new 2028 financial targets and share more about our vision. Our remarks today are meant 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 to GAAP are included in our shareholder letter and available on our investor website. Now, as always, before we begin, we have a quick video to get us started. Let's pull it up. Now, on this stage, a year ago, we launched DraftOne, which is our first major product of the new generative AI era. Man, we knew we had a hit on our hands. In fact, DraftOne is the fastest-growing product or service we've ever launched. But we haven't stopped with DraftOne. We have several new innovations, like body cameras that can answer policy questions or provide real-time translation, solutions to make interactions safer and more successful, evidence workflows that are more effective, and products like BriefOne, which is transforming justice with technology. This product is going to revolutionize the way that we're able to do busi...