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Form 8-K · Current Report · Filed 2025-11-04

Axon Enterprise Reports Strong Q3 2025 Financial Results and Raises Full-Year Guidance

Axon Enterprise, Inc. reported strong financial results for Q3 2025, with quarterly revenue growing 31% year over year to $711 million. The company also raised its full-year revenue guidance to approximately $2.74 billion, representing a 31% annual growth. Software & Services revenue grew 41% to $305 million, and Annual Recurring Revenue (ARR) increased 41% to $1.3 billion. Non-GAAP net income was $98 million, and Adjusted EBITDA was $177 million. The company also provided Q4 2025 guidance with revenue expected between $750 million and $755 million and Adjusted EBITDA between $178 million and $182 million.

Filer
Axon Enterprise, Inc. AXON · NASDAQ
Filed
Accession
0001628280-25-048845
CIK
0001069183
Signal
Low impactIndustrials

Items reported

Item 2.02

Results of Operations and Financial Condition

General Statement
Item 9.01

Financial Statements and Exhibits

Exhibits Furnished

Market reaction

Close before filing

$724.10

Next session

-11.7%

Since filing

-27.1%

Latest close

$527.76

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from AXON reporting the same item, with the next session's move:

About Axon Enterprise, Inc.

Axon Enterprise, Inc. is a technology company that develops and manufactures products and services for law enforcement, military, and civilian markets. Known for its innovations in public safety technology, Axon is best recognized for its development of non-lethal conducted energy weapons, including its flagship TASER brand, used by law enforcement agencies globally. Beyond hardware, the company has significantly expanded into software solutions by providing digital evidence management systems, body-worn cameras, and cloud-based platforms for managing data and video footage. These technological advancements enable more efficient data handling and facilitate improved transparency and accountability within law enforcement operations. Axon's products and services are pivotal in enhancing officer and civilian safety, strengthening its role as a key player in the public safety sector. By continuously evolving its technology offerings, Axon Enterprise, Inc. remains influential in shaping the future landscape of law enforcement and public safety technology.

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