AXON · Q4 FY25 · Oct 1 – Dec 31, 2025
Axon Enterprise Q4 FY25: where the revenue came from and where it went
Axon Enterprise Q4 FY25: revenue $0.8B (+39% year over year). Net profit $0B. Largest cohort Service $0.3B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 25, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$0.8B
+39% year over year
Gross profit$0.5B
58% margin
Operating profit$-0.1B
-6% margin
Net profit$0B
0% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 0.8 | 100% | +39% |
| Service | 0.3 | 38% | +40% |
| TASER Devices Professional | 0.3 | 38% | +32% |
| Personal Sensors | 0.1 | 12% | +28% |
| Platform Solutions | 0.1 | 12% | +81% |
| Cost of revenue | −0.3 | 38% | |
| Gross profit | 0.5 | 58% margin | −2pp |
| Research & development | −0.2 | 24% | +1pp |
| SG&A | −0.3 | 40% | +0pp |
| Operating profit | -0.1 | -6% margin | −4pp |
| Net profit | 0 | 0% | −23pp |
Older quarters
-
Q1 FY26 3/2026Revenue $0.8B Net margin 21%
-
Q3 FY25 9/2025Revenue $0.7B Net margin 0%
-
Q2 FY25 6/2025Revenue $0.7B Net margin 5%
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