Axon reports Q2 2026 revenue of $904 million, up 35% year over year
Axon reported Q2 revenue of $904 million, up 35% year over year, driven by broad-based growth across its Software & Services and Connected Devices segments. Annual recurring revenue grew 39% to $1.6 billion with a net revenue retention rate of 126%, while future contracted bookings increased 41% to $15.1 billion.
Key figures
- Eps
- 0.36
- Revenue
- 904000000
- Guidance
- 2026 revenue growth 32% to 34%, up from 30% to 32% previously; Adjusted EBITDA margin maintained at approximately 25.5%
- Revenue Yoy
- 35%
- Arr
- 1600000000
- Nrr
- 126%
- Non gaap eps
- 1.88
- Adjusted ebitda
- 242000000
- Dedrone revenue
- 100000000
- Non gaap net income
- 155000000
- Connected devices revenue
- 507000000
- Software services revenue
- 398000000
- Future contracted bookings
- 15100000000
- Platform solutions revenue
- 150000000
AI analysis
Red flags2 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.