Axon Enterprise Inc
AXON
Market Cap$61.93B
Close$
Earnings Call Q1 2025
May 7, 2025 - AI Summary
Strong Revenue Growth: Axon reported Q1 revenue of $604 million, marking a 31% year-over-year increase. This growth is attributed to robust demand for digital evidence management and premium add-on services, with ARR reaching $1.1 billion, a 34% increase year-over-year.
Positive Sales Momentum: The bookings performance has shown significant improvement, with the company's pipeline remaining strong across customer segments, particularly in the U.S. and international markets. Five of the top ten domestic deals in Q1 included Axon's premium plans, indicating a successful transition to higher-value offerings.
Product Adoption and Innovation: Axon's AI-powered Draft One software has gained traction, with nearly 30,000 active users. The company anticipates accelerating adoption of this product and the overall AI Era Plan, expecting to see substantial booking conversions in the latter half of the year.
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$90.70
88.7% downside
Current Fair Value
88.7% downsideOvervalued by 88.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $61.93 Billion |
|---|---|
| Enterprise Value | $63.66 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $4.98 |
| Beta | 1.29 |
| Outstanding Shares | 76,890,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 184.79 |
|---|---|
| PEG | -544.19 |
| Price to Sales | 28.78 |
| Price to Book Ratio | 24.42 |
| Enterprise Value to Revenue | 28.59 |
| Enterprise Value to EBIT | 548.83 |
| Enterprise Value to Net Income | 192 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 1.11 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Axon Enterprise Inc
CEO: Patrick Smith