Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, TASER, and Software and Sensors. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include TASER 7, TASER X26P, TASER X2, TASER Consumer devices, and related cartridges; on-officer body cameras, Axon Fleet in-car systems, and other devices; Axon Evidence digital evidence management software; Axon Signal enabled devices, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. It sells its products through its direct sales force, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand the capabilities of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution to provide agencies real-time operations situational awareness, including streamlined investigative workflows. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.

Axon Enterprise, Inc.

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TASER Revenue (Post-FY2024)

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Personal Sensors Revenue

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TASER Revenue (Pre-FY2025)

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Percentage of TASER on Subscription

Percentage of TASER on Subscription % Chg.

TASER Revenue (Post-FY2024) % Chg.

Personal Sensors Revenue % Chg.

Platform Solutions Revenue % Chg.

Connected Devices Revenue % Chg.

Software and Services Revenue % Chg.

Revenue	Sep '25	Jun '25
TASER Revenue (Post-FY2024)	238	216.2
Personal Sensors Revenue	106.7	92.8
Platform Solutions Revenue	60.8	67.3
Connected Devices Revenue	405.4	376.4
Software and Services Revenue	305.2	292.2
Total Revenue	710.6	668.5

Revenue	Sep '25	Jun '25
TASER Revenue (Pre-FY2025)	—	—
Software & Sensors Revenue (Pre-FY2025)	—	—
Total Revenue	710.6	668.5

Revenue	Sep '25	Jun '25
Products Revenue	405.4	376.4
Services Revenue	305.2	292.2
Total Revenue	710.6	668.5

Gross Profit	Sep '25	Jun '25
Products Gross Profit	202.2	182.9
Services Gross Profit	225.1	220.9
Total Gross Profit	427.3	403.7

Key Performance Indicators	Sep '25	Jun '25
SaaS Annual Recurring Revenue	1,252	1,183
Future Contracted Bookings	11,400	10,700
Total Company Future Contracted Revenue	—	—
Net Revenue Retention	124%	124%
Percentage of TASER on Subscription	—	—