Axon Enterprise reports robust financials with Q1 bookings up 20% year-over-year and Cloud ARR exceeding $700 million. The company's revenue for fiscal year 2025 is projected at $2.26 billion, with normalized EPS expected to grow to $4.55. Investor focus is on sustaining growth amidst tougher comp challenges, especially in federal and international markets. Axon Cloud aims for ARR near $750 million, driven by evidence management and AI tools, while international revenue and federal demand are accelerating.
Axon Cloud ARR surpassed $700 million, driven by strong performance in evidence management and AI tools, positioning the company for sustained growth despite market challenges.
Axon aims for ARR to approach $750 million with growth rates holding near 40%, reflective of strong investor sentiment and increasing demand across various sectors.
International revenue doubled in the last quarter, indicating robust global interest, while accelerating Federal demand suggests an expanding market opportunity.
Bookings increased by 20% YoY and net revenue retention exceeded 120%, showcasing significant customer loyalty and successful engagement strategies in diverse markets.
Collection
[
|
...
]