"Q4 revenue came in at $796.7M, up 38.6% year-over-year, beating the FactSet consensus of $755.6M by about 5.4%. Non-GAAP EPS of $2.15 compared to $2.08 a year ago, and came in well ahead of the $1.67 consensus estimate. Adjusted EBITDA expanded 46% to $206.3M, with margin improving to 25.9%."
"Annual bookings grew 46% to $7.4B, and future contracted bookings reached $14.4B, up 43% year-over-year. That backlog provides substantial revenue visibility heading into 2026 and beyond."
"Nobody should be more aggressive or more thoughtful on AI than Axon. If we get that balance right, we won't just be a vendor, we'll be the partner our customers can't imagine operating without."
"For 2026, management guided for revenue growth of 27% to 30% and an adjusted EBITDA margin of 25.5%. The longer-range 2028 target model calls for approximately $6B in annual revenue and a 28% adjusted EBITDA margin."
Axon Enterprise delivered strong Q4 results with revenue of $796.7M, beating consensus by 5.4%, and non-GAAP EPS of $2.15 significantly exceeding the $1.67 estimate. Annual bookings grew 46% to $7.4B with future contracted bookings reaching $14.4B, up 43% year-over-year, providing substantial revenue visibility into 2026 and beyond. Adjusted EBITDA expanded 46% to $206.3M with margins improving to 25.9%. Management emphasized aggressive AI strategy, with Axon Assistant now live across roughly 500 customers. For 2026, the company guided for 27-30% revenue growth and 25.5% adjusted EBITDA margin, with a longer-range 2028 target of approximately $6B in annual revenue and 28% adjusted EBITDA margin.
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