AXON Earnings Prediction
The chart below shows how AXON performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AXON sees a +0.59% change in stock price 10 days leading up to the earnings, and a +8.26% change 10 days following the report. On the earnings day itself, the stock moves by +0.51%. This data can give you a slight idea of what to expect for the next quarter's release.
AXON Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
575.14M
33.64%
5.67%
Gross Margin
60.13%
-1.97%
-1.05%
Operating Margin
-1.93%
-118.19%
-136.55%
Net Margin
23.50%
77.22%
90.90%
EPS
1.66
121.33%
93.02%
No Data Available
AXON Earnings Analysis
Axon Enterprise Inc Corporation (AXON.O) Earnings Conference Call
Positive
Record Revenue Achievement: Revenue exceeded $2 billion, marking nearly double the revenue from two years ago and third consecutive year of over 30% growth.
Strong Business Performance: Booked over $5 billion in business last year, with strength across the board and TASER 10 orders outpacing TASER 7 by 2x.
Booking Growth Surge: International bookings grew nearly 50% sequentially in Q4, and enterprise bookings tripled year-over-year, including the largest deal in company history.
Strong Q4 Revenue Growth: Q4 revenue of $575 million increased 34% year-over-year, with double-digit growth in all business areas: TASER up 37%, Sensors up 18%, and Software & Services up 41%.
ARR Growth and Retention: Annual recurring revenue (ARR) increased to $1 billion, up 37% year-over-year, with net revenue retention at 123%.
EBITDA Margin Expansion: Adjusted EBITDA margin expanded to 24.6%, achieving a 25% adjusted EBITDA margin for the full year, a milestone set for 2025.
Projected Revenue Growth: Expecting 2025 revenue in the range of $2.55 billion to $2.65 billion, marking the seventh consecutive year of 25% or greater annual growth.
Negative
Headquarters Investment Challenges: The company faced significant challenges in Arizona regarding its headquarters investment due to a political and legal environment that complicates business operations, which could delay projects by two years.
Zoning Integrity Concerns: There was a mention of paid petitioners influencing zoning decisions, which raises concerns about the integrity of the local political process and its impact on business investments.
Operational Risks and Growth: Despite strong revenue growth, the company is still navigating risks associated with its operational environment, which could affect future growth and stability.
Potential Relocation Concerns: The CEO indicated that if the situation in Arizona does not improve, the company may consider relocating, which could lead to uncertainty for employees and stakeholders.
Market Position Challenges: The company is experiencing a competitive landscape that may require ongoing adjustments to maintain its market position and growth trajectory.
AXON FAQs
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AXON Earning Call Sentiment
Axon Enterprise, Inc. (AXON) Q4 2024 Earnings Call Transcript
AXON.O
3.18%Positive
The earnings report shows strong financial performance with a 34% revenue increase, stable margins, and a robust pipeline. Despite no share repurchase or dividend announcements, the Q&A highlights positive sentiment towards federal contracts, AI adoption, and international growth. The Flock Safety partnership's uncertainty slightly tempers the outlook, but overall, the strong revenue growth, healthy financial metrics, and optimistic guidance suggest a positive stock price movement.
