Strong Revenue Growth: Axon reported Q2 2025 revenue of $669 million, a 33% increase year-over-year and marking the 14th consecutive quarter of over 25% revenue growth. This growth was primarily driven by software and services, which saw a 39% year-over-year increase.

Bookings Momentum: The company recorded nearly $150 million in bookings from its AI Era Plan in Q2, with over 30% of total bookings coming from new product categories. They expect year-over-year bookings growth in the high 30% range for the second half of the year, indicating robust demand and effective sales strategy.

Innovative Product Adoption: New technologies such as Draft One software, TASER 10 weapons, and Axon Body 4 cameras are being adopted faster than previous product launches, reflecting an acceleration in demand for AI, drones, and camera technologies. Customer engagement and trust are highlighted as key factors in this rapid adoption.