HighGravityData

Axon Enterprise — Nov 4, 2025 release

Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001628280-25-048845
Open on SEC.gov ↗
Showing in the filing
Axon Body Workforce Mini general availability
“by mid-year”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 13
Annual growth for FY2025
“approximately 31%”
Revenue for FY2025
“approximately $2.74 billion”
Adjusted EBITDA margin for FY2025
“approximately 25%”
Axon Body Workforce Mini early deployments (… for FY2026
“first half of 2026”
Axon Body Workforce Mini general availability for FY2026
“by mid-year”
Future contracted bookings expected to be fu…
“between 20% to 25%”
Remaining future contracted bookings expecte… for the long term
“the remainder to be fulfilled over the following ten years”
Revenue for Q4 FY2025
“$750 million to $755 million”
Adjusted EBITDA for Q4 FY2025
“$178 million to $182 million”
Adjusted EBITDA margin (at midpoint) for Q4 FY2025
“approximately 24% Adjusted EBITDA margin at the midpoint”
Stock-based compensation expenses for FY2025
“approximately $580 million to $630 million”
Stock-based compensation expense related to … for FY2025
“approximately $330 million”
CapEx for FY2025
“$170 million to $180 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
I think we are going to look back and say this is an important point in 911 history.” — Karl Fasold, Executive Director, Orleans Parish Communications District about Carbyne Axon Body Workforce Mini In September, we introduced Axon Body Workforce (ABW) Mini, our second dedicated enterprise product, which we expect to begin early deployments in the U.S. and Canada in the first half of 2026, with general availability by mid-year. ABW Mini was built in close collaboration with strategic enterprise customers, and incorporates feedback from their trials. The result is a compact, durable camera purpose-built for commercial environments — bringing Axon’s trusted technology to industries such as retail, healthcare, and logistics, where accountability and safety are essential. ABW Mini brings Axon’s connected intelligence features to enterprise customers, including two-way voice, live streaming, automated alerts, Axon MetaCoach and Axon Assistant. It connects directly to our enterprise platform, Axon OS, which unifies sensors, communications, and digital evidence, enabling seamless collaboration with law enforcement while delivering features tailored to enterprise needs — helping keep both workers and communities safer. " We are excited that our employees' feedback turned into very real progress and very real innovation [...] and that we are able to put the right device on them based on what they said and shared through their journey so far. " — Retail trial customer on deploying body-worn cameras with Axon Q3 2025 Summary Results Quarterly r evenue of $711 million grew 31% year over year, exceeding our expectat
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.