Axon Enterprise Inc.
- Industria
- Public Safety Technology
- Bolsa
- EE. UU.
- País / Región
- USA
- Fecha de salida a bolsa
- 7 de junio de 2001
- Empleados
- 5100
- Sitio web
- www.axon.com
Rango de valoración compuesto · conservador $120–$180 / razonable $180–$280 / optimista $300–$380. A $525.48, Por encima del techo optimista · crecimiento futuro sobregirado.
Al publicar $400.9 (21 de mayo de 2026)
Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence. This segment also offers Axon Evidence, Draft One, Axon Records, Axon Standards, Axon Fusus, Axon Assistant, and others. The Connected Devices segment engages in the development, manufacture, and sale of integrated hardware solutions, such as conducted energy devices under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, accessories, extended warranties, and related hardware products, as well as virtual reality training hardware. The company serves first responders across international, federal, state, and local governments, international governmental entities, commercial enterprises, and consumers through direct sales, distribution partners, and third-party resellers. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.
Historia
Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017; it completed its IPO on June 7, 2001. Originally centered on TASER conducted-energy devices and law-enforcement recording hardware, it evolved into a public safety technology provider operating in two segments, Software and Services and Connected Devices. Revenue grew from $866 million in 2021 to $2.78 billion in 2025. The company expanded through acquisitions, taking controlling stakes in Fusus and Dedrone (completed in 2024) and acquiring Prepared (cash consideration about $624 million) and Carbyne (base consideration about $625 million); goodwill rose to $1.37 billion at the end of 2024 and to $1.894 billion by the first quarter of 2026. The company had about 5,100 employees.
Posición en el sector
Axon positions itself as a public safety technology platform spanning conducted-energy TASER devices, body and in-car/fixed cameras, cloud evidence and workflow software, and real-time command, drone and 911 capabilities. It reports more than 1 million software users, over 1 million TASER devices sold cumulatively, service to more than 17,000 U.S. state and local public safety agencies, and deployment in over 85 countries. In 2025, revenue was $2.78 billion (up about 33%) and Software and Services accounted for roughly 43% of revenue, with more than 95% of revenue from subscription-plan customers; first-quarter 2026 revenue was $807.3 million (up about 34%). Annual recurring revenue reached $1.347 billion at the end of 2025 and $1.493 billion in the first quarter of 2026, with net revenue retention of 125% and future contracted bookings of about $14.3 billion. U.S. revenue was 83% of the total in 2025, declining to 80% by the first quarter of 2026. Differentiation rests on switching costs tied to evidence storage, audit chains, workflow, permissions and command-platform integration; the platform has recorded more than 60 million hours of footage and Fusus processes more than 1 million live streams per month. Competitors named by the company include Motorola Solutions, Genetec, CentralSquare, Hexagon, Flock Safety, Tyler and Versaterm, with Motorola Solutions overlapping across video, digital evidence, real-time command, 911 and AI reporting. Founder Rick Smith serves as CEO.
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