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Axon lifts 2026 revenue growth outlook to 32%-34% after Q2 earnings as software, AI and Dedrone demand expands, even as memory cost pressure near-term margins.

Software gross margin fell to 71.3% from 75.6% as free cash flow turned negative

Axon Enterprise (NASDAQ:AXON) reported second-quarter revenue of $904 million, up 35% from a year earlier, as growth across software, connected devices and counter-drone offerings extended the company’s streak of quarterly revenue growth above 30% to 10 consecutive quarters. During the company’s ea

The headline numbers for Axon (AXON) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Axon Enterprise, the S&P 500 maker of Tasers, body cameras and software for law enforcement, continued its resurgence this week ahead of its Q2 report after today's close. This week's jolt higher may mean it could take a stunning report to maintain upward momentum for Axon stock. Earnings growth is up against what looks like a low bar, but that's only because EPS vaulted 77% in the year-ago quarter.

Axon Enterprise is expected to announce its second-quarter results soon, and analysts project a double-digit earnings decrease.

Axon’s first quarter results were met with a positive market reaction, reflecting management’s emphasis on expanding AI adoption and accelerating demand for its integrated hardware and software solutions. CEO Patrick Smith highlighted that customers are increasingly treating AI as a core element for productivity and operational efficiency, with updated offerings like Axon Vision and Guardian gaining traction. Management also pointed to robust growth in both traditional TASER products and newer s

A beat and a guidance raise mark Axon's ninth straight quarter of 30%-plus growth

Axon Enterprise (NASDAQ:AXON) executives used the company’s first-quarter 2026 earnings call to highlight continued rapid growth, rising adoption of its AI-focused offerings, and accelerating demand for its counter-drone business, while raising full-year revenue guidance. Management frames AI as a