Strong sales growth and …

• Revenue: $ 604 million, increased by 31%compared to the previous year.

• Fitted EBITDA margins: 25.7%.

• Annual recurring income (ARR): $ 1.1 billion, increased by 34%compared to the previous year.

• Software and service income: $ 263 million, increased by 39%compared to the previous year.

• Income from connected devices: $ 341 million increased by 26%compared to the previous year.

• Fitted gross margins: 63.6%, by 40 basis points from year to year.

• Adjusted operating costs: $ 236 million, a decline in 140 basis points from year to year.

• Net sales correction (NRR): 123%.

• 2025 sales advice: 2.6 billion to USD 2.7 billion US dollars, 27% annual growth.

• 2025 adapted EBITDA instructions: 650 to 675 million US dollars, with 25% margin target being retained.

Appearance date: May 07, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Axon Enterprise Inc (Nasdaq: Axon) recorded an increase in sales in the first quarter of 31% compared to the previous year and marked the 13th quarter in a row with growth of over 25%.

• The company achieved an adjusted EBITDA margin of 25.7% and an annual recurring turnover of 1.1 billion US dollars (ARR), which contradicts the strong financial performance.

• Axon Enterprise Inc (Nasdaq: Axon) has found a rapid introduction of his Taser 10, whereby the orders have and coordinated with the double nudge time of Taser 7, which indicates a strong market demand.

• International bookings have a strong start with a significant demand in regions such as Australia, Latin America, Canada, Asia, Great Britain and Europe.

• The company has successfully diversified its supply chain to reduce risks related to tariffs and geopolitical uncertainties in order to ensure better service to customers.

• The company is exposed to potential effects that are expected to influence the adjusted EBITDA margin by around 50 basis points for the entire year.

• There are continuous challenges in the uncertainties of the federal budget that could affect the volume of opportunities in the federal market.

• Axon Enterprise Inc (Nasdaq: Axon) still navigates hurdles related to his new headquarters in Arizona, with some political opposition and obstacles remaining.

• The company is experiencing some offer restrictions on its new fixed mobile hardware products that can restrict the sales effect this year.

• There is a risk of a slower introduction of AI-related products in jurisdiction that are more skeptical about police technology technology and may affect sales.

Q: Can you use an update of the pipeline for the design and how to include you in your instructions? A: Joshua Isner, President: The pipeline for the design is strong and the results reflect the work done last year. We have a more predictable Q1 and have built up a significant pipeline for Q2 and beyond. The first half of the year is about identifying important opportunities, and we expect stronger results in the second quarter and fourth quarter, which will appear in our future contracted bookings.