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Stock Thread (25 Viewers)
- Thread starter St. Louis Bob
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AXON getting smashed after hours
Nov 04, 2025, 16:01 ET
SCOTTSDALE, Ariz., Nov. 4, 2025 /PRNewswire/ --
Axon delivered another record quarter, with revenue growing 31% year over year to $711 million — our seventh consecutive quarter of growth above 30% — and GAAP net loss margin of 0.3% supporting Adjusted EBITDA margin of 24.9%.
Software & Services revenue increased 41% year over year to $305 million, driven by adoption of premium software features and an expanding user base. Annual Recurring Revenue (ARR) increased 41%, to $1.3 billion, while net revenue retention remained strong at 124%. Connected Devices revenue rose 24% year over year to $405 million, reflecting strength across categories — including TASER revenue of $238 million, up 17% year over year; Personal Sensors revenue of $107 million, up 20%; and Platform Solutions revenue of $61 million, up 71%.
Beyond our results, we continued to invest in our ecosystem to support our future growth. This includes our investment in R&D to build and launch new products, such as our Vehicle Intelligence platform, including Axon Outpost and Lightpost, and Axon Body Workforce (ABW) Mini. We also completed the acquisition of Prepared and signed a definitive agreement to acquire Carbyne. These technology leaders bring advanced emergency response and AI capabilities to modernize 911 call handling and dispatch workflows. As part of Axon, they will further empower users of our connected devices and real-time operations software to deliver faster, safer and more efficient outcomes.
Our results, continued robust demand and expanding product roadmap support another increase to our outlook for the remainder of the year. We now expect fourth quarter revenue in the range of $750 million to $755 million, representing approximately 31% year-over-year growth, and fourth quarter Adjusted EBITDA in the range of $178 million to $182 million, representing approximately 24% Adjusted EBITDA margin. This guidance implies full-year 2025 revenue of approximately $2.74 billion, representing approximately 31% annual growth and a full-year Adjusted EBITDA margin of approximately 25%.
The sections below provide additional detail on our vision for Axon 911, the launch of our latest enterprise vertical product, quarterly financial performance and updated outlook.
Axon reports Q3 2025 revenue of $711 million, up 31% year over year
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AxonNov 04, 2025, 16:01 ET
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SCOTTSDALE, Ariz., Nov. 4, 2025 /PRNewswire/ --
- Software & Services revenue grows 41% to $305 million
- Annual recurring revenue grows 41% to $1.3 billion
- Net loss was $2 million, with non-GAAP net income of $98 million and Adjusted EBITDA of $177 million
- Raises full year revenue outlook to approximately $2.74 billion, 31% annual growth, up from $2.65 billion to $2.73 billion previously.
Axon delivered another record quarter, with revenue growing 31% year over year to $711 million — our seventh consecutive quarter of growth above 30% — and GAAP net loss margin of 0.3% supporting Adjusted EBITDA margin of 24.9%.
Software & Services revenue increased 41% year over year to $305 million, driven by adoption of premium software features and an expanding user base. Annual Recurring Revenue (ARR) increased 41%, to $1.3 billion, while net revenue retention remained strong at 124%. Connected Devices revenue rose 24% year over year to $405 million, reflecting strength across categories — including TASER revenue of $238 million, up 17% year over year; Personal Sensors revenue of $107 million, up 20%; and Platform Solutions revenue of $61 million, up 71%.
Beyond our results, we continued to invest in our ecosystem to support our future growth. This includes our investment in R&D to build and launch new products, such as our Vehicle Intelligence platform, including Axon Outpost and Lightpost, and Axon Body Workforce (ABW) Mini. We also completed the acquisition of Prepared and signed a definitive agreement to acquire Carbyne. These technology leaders bring advanced emergency response and AI capabilities to modernize 911 call handling and dispatch workflows. As part of Axon, they will further empower users of our connected devices and real-time operations software to deliver faster, safer and more efficient outcomes.
Our results, continued robust demand and expanding product roadmap support another increase to our outlook for the remainder of the year. We now expect fourth quarter revenue in the range of $750 million to $755 million, representing approximately 31% year-over-year growth, and fourth quarter Adjusted EBITDA in the range of $178 million to $182 million, representing approximately 24% Adjusted EBITDA margin. This guidance implies full-year 2025 revenue of approximately $2.74 billion, representing approximately 31% annual growth and a full-year Adjusted EBITDA margin of approximately 25%.
The sections below provide additional detail on our vision for Axon 911, the launch of our latest enterprise vertical product, quarterly financial performance and updated outlook.
Really it's getting to the point to just buy Meta, Amazon, Msft, NVDA, AMD and call it good.
urbanhack
Fight The Power!
Service Now
The Z Machine
Footballguy
Not gonna hedge here into a rotation out of tech?
fruity pebbles
Footballguy
About a week ago I started moving into Berkshire because of the drop and it seems to perform well on down tech days.
fruity pebbles
Footballguy
Alex Karp throwing a temper tantrum on CNBC this morning was pretty funny
I've done that before and regretted it. Most of the non tech stocks I'm interested in are prime targets for tax loss harvesting. Whirlpool is an example, hit a new 52 week low today, forward PE of 12. Cava is another.
I added some Meta after hours at $625.01. PE is just too attractive here.
My current non-tech holdings are Bros, Cake, Celcius, Elf, Nike, and LYB. Sofi if you consider that banking rather than tech.
ETA - Not sure what you consider BTC, drones, and materials but since they aren't traditional I didn't list them.
Yep. Sold at $700 and I’ll be watching how it goes. Price was definitely too high, maybe get back in closer to $400. Last dip went down to $480.
He truly lives up to his name.
Desert_Power
Footballguy
I’ve been trying to trim a lot of things lately. This hasn’t been one even though we discussed it here lately.
Chadstroma
Footballguy
Real question, not trying to make statement....
Is there a way to short NYC in some way to make money off of it basically not doing well? The only thing I can think of would be an REIT but is there one that would be hyper focused on the city? Any other ways?
Is there a way to short NYC in some way to make money off of it basically not doing well? The only thing I can think of would be an REIT but is there one that would be hyper focused on the city? Any other ways?
Desert_Power
Footballguy
I’ll try to search the Bloomberg (private company) terminal tomorrow for any NYC specific securities for you. Maybe some municipal bonds to short?
Chadstroma
Footballguy
You can short muni bonds? I would have to read up on that.
Sand
Footballguy
Short ICE.
Desert_Power
Footballguy
Maybe we can't. I haven't tried as an individual. Good point.
Just trying to help you riff on what you could do to invest in this thesis.
Desert_Power
Footballguy
Intercontinental Exchange, Inc. does seem to have a quite elevated P/E
Sand
Footballguy
They run the NYSE, so if Chad wants to short NYC that's about as direct a way as there is. Other thoughts - short SLG, NYC's largest office REIT. Also short AVB - apartment REIT with a big NYC footprint. With the rent freezes on the horizon lots of value and cash flow erosion seems highly likely.
tommyGunZ
Footballguy
Chad - been reading you for what, 15 years on these forums? You’re a good dude, and I know you’ve helped a ton of people in these forums. I consider you an i-friend. So let me pay you back for some of what you’ve given to others.
Don’t do this. Don’t let misinformation and bias you’re hearing from news sources cause you to lose money your wife and kids need because of fear mongering.
Keep killing it in the mortgage business, and focus on coaching football.
Thank me in 2-4 years.
The Z Machine
Footballguy
let's hope they don't catch the listeria from Chipotle.got some BROS coming by the house later today....
Harry Frogfish
Footballguy
Nah, I see what you're saying but Bros is in the early stages, still with the hype and trying for traction. Chipotle is more like Starbucks. Basically, Pi Phi going through a re-imagination phase by digging into the coffers and getting that brand back up to speed. (I'm looking at you too, Nike.)let's hope they don't catch the listeria from Chipotle.got some BROS coming by the house later today....
Along these lines, Atlanta instituted a moratorium on evictions and water shutoffs until early next year citing the government shutdown. It only applies to housing that receives government funding. I suspect you'll see other cities follow suit and even broaden the policy. The 30 notice is still in effect from the Trump era CARES legislation for federally back mortgages as the courts have ruled that Congress has to overturn that provision.
I haven't seen much business related press on the impact of no paychecks for gov't employees. One would have to assume there should be some impact on companies. I would assume that if you applied for a mortgage and were missing paychecks that you wouldn't be approved. Seems like that percentage of the population would offset increased applications due to interest rate reductions.
Watch a video last night discussing 3 stocks poised to pop based on disruption. Bros was the first on the list. The other was a robotic surgery company. I was feeling pretty good about the content until the third stock they discussed was Rivian.Nah, I see what you're saying but Bros is in the early stages, still with the hype and trying for traction. Chipotle is more like Starbucks. Basically, Pi Phi going through a re-imagination phase by digging into the coffers and getting that brand back up to speed. (I'm looking at you too, Nike.)let's hope they don't catch the listeria from Chipotle.got some BROS coming by the house later today....
steelerfan1
Footballguy
this a buy here do you think?
Bob Sacamano
Footballguy
Depends. Many credit unions have instituted policies to support members who are impacted by the shutdown, with the expectation pay will come. Some banks definitely have as well.
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McBokonon
Footballguy
I’m honestly giving it some time. Market feels wobbly. But I also own a lot with a low cost basis and trimmed my position in June, so my situation is different. If I had none and my time horizon is truly years and I wasn’t just looking for a trade, I can see buying your first allotment here, sure, knowing you might be buying some lower later.
Bob Sacamano
Footballguy
Bossman
Footballguy
my algorithm brought me to a reel of a guy spewing fear that the US Dollar is going to decay very rapidly due to the fact that gobmnt will have the $$$ printing presses working overtime for the next 4 or 5 years. 
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?
trogg78
Footballguy
All the real money is in shorting the big citiesmy algorithm brought me to a reel of a guy spewing fear that the US Dollar is going to decay very rapidly due to the fact that gobmnt will have the $$$ printing presses working overtime for the next 4 or 5 years.
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?
Mookie
Footballguy
The Dollar has already decayed pretty rapidly against the Euro YTD.my algorithm brought me to a reel of a guy spewing fear that the US Dollar is going to decay very rapidly due to the fact that gobmnt will have the $$$ printing presses working overtime for the next 4 or 5 years.
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?
As for where to park your money, it all depends upon when/where you expect to use it and how reliant you are on those funds for future needs. If you have a short time frame and/or that money will pay your bills, I would recommend a conservative approach like a high yield savings account or CD. If it's essentially "play money" (i.e. you could lose it all and not experience hardship), you can be more aggressive and look into crypto and/or growth stocks.
General Malaise
Footballguy
my algorithm brought me to a reel of a guy spewing fear that the US Dollar is going to decay very rapidly due to the fact that gobmnt will have the $$$ printing presses working overtime for the next 4 or 5 years.
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?
I think I am the only person alive who has ever lost money on crypto. From the failed endeavor on this message board to buying ETFs and stocks holding crypto, all I've ever done is lost my money. Every single time I think it's a good idea to try crypto again, I get burned.
Am I the only one?
FreeBaGeL
Footballguy
my algorithm brought me to a reel of a guy spewing fear that the US Dollar is going to decay very rapidly due to the fact that gobmnt will have the $$$ printing presses working overtime for the next 4 or 5 years.
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?
I think I am the only person alive who has ever lost money on crypto. From the failed endeavor on this message board to buying ETFs and stocks holding crypto, all I've ever done is lost my money. Every single time I think it's a good idea to try crypto again, I get burned.
Am I the only one?
I would say that's probably most people. Most jump in too late and get crushed.
fruity pebbles
Footballguy
I still don’t see the point of crypto, particularly now that governments are heavily involved. I won’t buy something I don’t understand.
urbanhack
Fight The Power!
No. Not by a long shot.my algorithm brought me to a reel of a guy spewing fear that the US Dollar is going to decay very rapidly due to the fact that gobmnt will have the $$$ printing presses working overtime for the next 4 or 5 years.
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?
I think I am the only person alive who has ever lost money on crypto. From the failed endeavor on this message board to buying ETFs and stocks holding crypto, all I've ever done is lost my money. Every single time I think it's a good idea to try crypto again, I get burned.
Am I the only one?
It's hard for me to really determine what happened with all my money ever "invested" in crypto. But my rough calculations have me coming out at break even or maybe making a little bit if/when Bitcoin gets above 125K. I had money that got wiped out when some of the exchanges went under...horrible timing. BlockFi, Voyager, - i got some checks in the mail for the bankruptcy settlements and then I pooled all my **** into just SOL, ETH, and BTC and sold most of it on the way up earlier this year. I still have a large volume of **** coins but those old school alt coins are all now pretty much worthless.
Nick Vermeil
Footballguy
Are we booking wins on ASST?
Wooderson
Fight The Power
Watch a video last night discussing 3 stocks poised to pop based on disruption. Bros was the first on the list. The other was a robotic surgery company. I was feeling pretty good about the content until the third stock they discussed was Rivian.Nah, I see what you're saying but Bros is in the early stages, still with the hype and trying for traction. Chipotle is more like Starbucks. Basically, Pi Phi going through a re-imagination phase by digging into the coffers and getting that brand back up to speed. (I'm looking at you too, Nike.)let's hope they don't catch the listeria from Chipotle.got some BROS coming by the house later today....
Rivian having a real nice bump today.
Clorox (CLX) has never looked sexier.
fruity pebbles
Footballguy
Hmmmm. Bleach with a forward PE of 18 or Meta with a forward PE of 21.
fruity pebbles
Footballguy
Share
Honest and Elf. Both missed and dropped guidance by 2-3% and are getting pummelled.
fruity pebbles
Footballguy
That’s what I’ve become. My 403B, which is the majority, is just in the market itself but I’ve got an IRA at about 10% of my total that’s in individual stocks. MSFT, AMZN, META, GOOG, NFLX and LLY. I change the percentages based on what’s getting clobbered. Like right now I’ve got a larger position in Meta. It was LLY not long ago. Also have my HSA account in half SMHX and half BRKB.
ConstruxBoy
Kate's Daddy
You have Covid??
fruity pebbles
Footballguy
Seriously. That thing spiked to almost $250 in 2020
