Axon Enterprise (AXON) Q2 earnings 2025

Axon EnterpriseAfter overcoming the estimates of the TASER manufacturer Wall Street and increasing the guidance due to solid demand for security solutions, the stock exploded 16%.

“New technology demand from our customers is accelerating and even leaving behind my most optimistic expectations,” CEO Rick Smith said. He said. “Now there are conversations that guide a tear product. Everything.”

The security solutions company also guided for the year and now expects $ 2.73 billion to $ 2.73 billion. This is from previous income guidance, which is $ 2.60 billion to $ 2.70 billion.

Period revenues increased by 33% compared to a year ago and rose to $ 668.5 million and received a LSEG estimate of $ 631.6 million. The security solutions company released $ 2.12 per share before the $ 1.46 per share.

Axon said that the demand for bodyworks, drones and opposing drone technology has increased due to the resulting security and drone threats and growth between the segments.

The company’s design unit grew by 19% to approximately $ 181 million to $ 216 million, while software and services increased by about 39%. Revenues for personal sensors and platform solutions reached $ 93 million and $ 67 million respectively. Akson, more than 30% of the reservations come from new products, he said.