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Q1: 2026-05-06 Earnings Summary
EPS of $1.61 beats by $0.01
|
Revenue of
$807.35M
(33.75% Y/Y)
beats by $27.73M
Axon Enterprise, Inc. (AXON) Q1 2026 Earnings Call May 6, 2026 5:00 PM EDT
Company Participants
Erik Lapinski - Senior Director of Investor Relations
Patrick Smith - Founder, CEO & Director
Joshua Isner - President
Brittany Bagley - COO & CFO
Jeffrey Kunins - Chief Product Officer & CTO
Conference Call Participants
William Power - Robert W. Baird & Co. Incorporated, Research Division
Andrew Sherman - TD Cowen, Research Division
James Fish - Piper Sandler & Co., Research Division
Jonathan Ho - William Blair & Company L.L.C., Research Division
Keith Housum - Northcoast Research Partners, LLC
Brenden Rogers - Wolfe Research, LLC
Meta Marshall - Morgan Stanley, Research Division
Joseph Cardoso - JPMorgan Chase & Co, Research Division
Trevor Walsh - Citizens JMP Securities, LLC, Research Division
Jeremy Hamblin - Craig-Hallum Capital Group LLC, Research Division
Michael Ng - Goldman Sachs Group, Inc., Research Division
David Paige Papadogonas - RBC Capital Markets, Research Division
Jordan Lyonnais - BofA Securities, Research Division
Alexander Latimore - Northland Capital Markets, Research Division
Presentation
Erik Lapinski
Senior Director of Investor Relations
Hello, everyone, and thank you for joining Axon's executive team today. Before we get started, I'll note that our remarks today are meant to build upon our most recent shareholder letter and investor materials, which you can find at investor.axon.com. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our expectations as of today and are not guarantees of future performance. All forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially as discussed in our SEC filings.
We will also discuss certain non-GAAP financial measures. Descriptions and reconciliations to GAAP are included in our shareholder letter and available on our investor website. Now as always, before we kick it over to Rick, we have a quick video to get us started.
Let's pull
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