Axon Enterprise said Q2 2025 revenue was $669 million, up 33% year over year, and raised its full-year revenue outlook to $2.65 billion to $2.73 billion from $2.60 billion to $2.70 billion.

1. 01

   Axon Enterprise said Q2 2025 revenue was $669 million, up 33% year over year, and raised its full-year revenue outlook to $2.65 billion to $2.73 billion from $2.60 billion to $2.70 billion.

2. 02

   The company said Software & Services revenue grew 39% year over year to $292 million, Annual Recurring Revenue increased 39% to $1.2 billion, and net revenue retention was 124%.

3. 03

   Axon Enterprise said Q2 net income was $36 million (5.4% net income margin), non-GAAP net income was $174 million, and Adjusted EBITDA was $172 million (25.7% margin). It said operating loss of $1 million was primarily due to stock-based compensation expense of $139 million.

4. 04

   The company said Q2 operating cash flow was an outflow of $92 million (free cash outflow of $115 million), and as of June 30, 2025 it had $2.1 billion in cash, cash equivalents and investments and $2.0 billion in principal amount of convertible and senior notes, for a net cash position of $66 million.

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AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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