Axon Reports Strong Q4 Results Driven By AI

Axon Enterprises reported fourth-quarter adjusted earnings of $2.15 per share on $797 million in revenue, beating LSEG estimates of $1.60 and $755 million, and its stock rose more than 18% after the earnings release. The company said AI-powered features comprised about $750 million in bookings, issued 2026 revenue growth guidance of 27–30%, and saw software revenue rise 40% to $343 million.