Business Description

Axon Enterprise Inc., founded in 1993 and headquartered in Scottsdale, Arizona, United States, is a premier provider of public safety technology, including TASER devices, body cameras, and the Evidence.com digital evidence management platform. The company earns revenue through both hardware sales and recurring SaaS subscriptions, serving law enforcement agencies with integrated solutions. Led by CEO Rick Smith, Axon holds a strong market position and is investing in AI innovations and international growth to drive future performance.

Everything on Axon Enterprise Inc.

Revenue (FY2025) $2.78B
YoY growth +33.5%
Operating margin -2.2%
Direction Expanding
Gross margin 59.7%
Net margin 4.5%

Earnings Transcripts

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Leadership & board

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Patrick Smith — CEO View full profile ↗ Michael Garnreiter — Chair of the Board View full profile ↗ Erika Ayers Badan — Director View full profile ↗ Adriane Brown — Director View full profile ↗ Julie Cullivan — Director View full profile ↗ Caitlin Kalinowski — Director View full profile ↗ Matthew McBrady — Director View full profile ↗ Todd Morgenfeld — Director View full profile ↗ Hadi Partovi — Director View full profile ↗ Graham Smith — Director View full profile ↗ Jeri Williams — Director View full profile ↗ Joshua Isner — President View full profile ↗ Brittany Bagley — Chief Operating Officer and Chief Financial Officer View full profile ↗ Jeffrey Kunins — Chief Product Officer and Chief Technology Officer View full profile ↗ Cameron Brooks — Chief Revenue Officer View full profile ↗ Isaiah Fields — Chief Legal Officer View full profile ↗ Elizabeth Coughlin (Hart) — Chief Human Officer View full profile ↗ Vivek Mohindra — Independent Director (Audit Committee and Compensation Committee) (effective July 8, 2026) View full profile ↗ Eiso Kant — Independent Director (non-voting observer of the Mergers & Acquisitions and Capital Structure Committee) (effective July 8, 2026) View full profile ↗
Axon Enterprise acquires Invictus Apps, Inc. ("Prepared") — Software & Services - emergency communications / Axon 911 · 2025 View full deal ↗ Axon Enterprise acquires Carbyne Ltd. — Software & Services - emergency communications / Axon 911 · 2026 View full deal ↗ Axon Enterprise acquires Dedrone Holdings, Inc. — Software and Sensors - counter-drone / airspace security · 2024 View full deal ↗ Axon Enterprise acquires Fusus, Inc. / Fusus, LLC — Software and Sensors - real-time crime center technology · 2024 View full deal ↗ Axon Enterprise acquires MediaSolv Solutions Corp. — Digital evidence management - body-worn video / cloud · 2015 View full deal ↗ Axon Enterprise acquires Axon AI - Dextro, Inc. and Misfit computer-vision team (from Fossil Group) — Artificial intelligence - public safety video analytics · 2017 View full deal ↗ Axon Enterprise acquires VIEVU, LLC — Software & Sensors - body-worn cameras / digital evidence · 2018 View full deal ↗ Axon Enterprise acquires Tactical Safety Responses Limited (TSR) — Acquisition · 2015 View full deal ↗ Axon Enterprise acquires Sky-Hero SA — Software and Sensors - drones / robotic security · 2023 View full deal ↗ Axon Enterprise acquires My90, Inc. — Software / community engagement · 2021 View full deal ↗ Axon Enterprise acquires Occam Video Solutions — Software / digital video investigation View full deal ↗

Share Repurchase Program

Total authorized
$50.0 million
Remaining (As of December 31, 2025)
$16.3 million

Named Competitors

Flock SafetyGenetecJenoptikMotorola SolutionsNeologyNDI Recognition SystemsPlateSmart TechnologiesRekor SystemsAdaptive VRApex OfficerHologateInVeris Training SolutionsLaser ShotMILOOperatorXRStreet Smarts VRTi Training CorpV-ArmedVirTraWrap TechnologiesAuterion Ltd.BRINC DronesPaladin DronesVersatermVotix, LLCCentralSquare TechnologiesHexagon ABIntrado Life & SafetyRapidSOSZetron365LabsCoreforceFileOnQFotoWareGuardifyi-PRONiCEOmnigoOpenText CorporationOracleRevir TechnologiesSafe FleetVeritoneVidizmo10-8 Video SystemsApplied ConceptsAxis CommunicationsDigital AllyDuressGetacHALOS Body CamerasHikvisionHyteraInsight LPRIONODESKustom SignalsLensLockTait CommunicationsPatrolEyesPinnacle ResponsePro-VisionRecodaReveal MediaWireless CCTVWolfcom EnterprisesZepcamByrna Technologies, Inc.MacePepperBallSABRESalt Supply Co.Vipertek +60 more

Customer Concentration

No customer represented more than 10% of total net sales for the years ended December 31, 2025, 2024 or 2023.

Recent SEC Filings

2026-06-01 Shareholder vote results View filing ↗
2026-05-06 Reported quarterly results View filing ↗
2026-04-10 Leadership change (directors/officers) View filing ↗
2026-03-11 Leadership change (directors/officers) View filing ↗
2026-02-24 Reported quarterly results View filing ↗
2026-02-13 Other event View filing ↗
2025-12-18 Other event View filing ↗
2025-12-10 Unregistered equity sale (+1 more) View filing ↗
2025-11-04 Reported quarterly results View filing ↗
2025-09-02 Leadership change (directors/officers) View filing ↗
2025-08-04 Reported quarterly results View filing ↗
2025-06-02 Shareholder vote results View filing ↗

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