Axon Enterprise, Inc. (AXON) Earnings Call Transcripts
Axon Enterprise, Inc.'s Latest Earnings Call - September 8, 2026
In the September 8, 2026 earnings call, Axon Enterprise, Inc. (AXON:US) reported a strong quarter with revenue growth driven by robust demand across its product portfolio, particularly in TASER and AI solutions. The company raised its full-year revenue growth guidance to 32% to 34%, reflecting confidence in future bookings and operational momentum. Notably, Axon highlighted a 700% year-over-year increase in AI revenue, showcasing the growing importance of AI in its offerings.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $100M (positive) |
| AI Revenue Growth | 700% (positive) |
| International Bookings Growth | 300% (positive) |
| Enterprise Bookings Growth | 300% (positive) |
| Full-Year Revenue Growth Guidance | 32% to 34% (positive) |
| TASER 10 Adoption | exceeded (positive) |
Guidance from management
Axon maintained its revenue growth guidance at 32% to 34% for the fiscal year, driven by strong visibility into future bookings and expected growth in Q4, which is anticipated to be the highest growth quarter of the year.
What management said
Yes. And it differs depending on market. So the U.S. deal that we were excited to call out last quarter, like our largest ever TASER deal still happening 3-plus years into our refresh cycle. That was an upgrade to TASER 10. So great to see that we still continue to have customers moving to TASER 10, still a lot of opportunity to do that. But then we also called out international deals having TASER in them. Internatio...
Yes. I would say that there's lots of development going into the AI Era plan. Nothing I can share right now. We did talk about Axon Gravity back at Axon Week, which is helping connect all of the systems together. And we do have IACP coming up in October, which is usually where Rick likes to talk about some of the cool new things that we're putting on the product road map. But I would say you can imagine like just lik...
What analysts pressed on
Analysts expressed concerns regarding the sustainability of AI revenue growth and the potential impact of rising memory costs on gross margins for connected devices. There were also questions about how Axon plans to maintain its competitive edge in the body camera market amidst increasing competition.
Main topics on the call
- Revenue Growth and Guidance — Axon raised its full-year revenue growth outlook to 32% to 34%, citing strong visibility into future contracted bookings. CFO Brittany Bagley stated, "we have pretty good visibility by the time we come into the second ha...
- AI Revenue Surge — AI revenues grew 700% year-over-year, driven by strong international demand and product innovation. Bagley noted, "customers continue to believe that we will innovate and we will be leading," emphasizing the importance o...
- International Expansion — International bookings tripled year-over-year, with significant momentum in TASER 10 and AI products. Bagley remarked, "we have more things than ever that are resonating with our customers," highlighting the success of A...
- Enterprise Market Growth — Enterprise bookings tripled year-over-year, with positive feedback from trial programs for new products. Bagley explained that the new Axon Body Workforce Mini is generating interest, stating, "they like the transparency...
Read the full Axon Enterprise, Inc. transcript (September 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Axon Enterprise, Inc.
Axon Enterprise, Inc. (AXON) is a publicly listed company in the Aerospace and Defense industry, within the Industrials sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 56 calls on record spanning February 27, 2020 to September 8, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 56 Axon Enterprise, Inc. earnings call transcripts on record, spanning February 27, 2020 to September 8, 2026. Based on this history, Axon Enterprise, Inc. reports quarterly. The most recent call on file is dated September 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- AXON
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Industrials
- Industry
- Aerospace and Defense
- Calls on record
- 56
- First call
- February 27, 2020
- Most recent
- September 8, 2026
- Reporting cadence
- quarterly