Axon Enterprise Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2026 / 05:15PM GMT

Transcript 10-K

Meta Marshall

Morgan Stanley & Co Ltd - Analyst

Hey everybody, for the 100th time you get to listen to the disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. I'm Meta Marshall. I cover the networking names here at Morgan Stanley. We're delighted to have Axon here with us today, Brittany Bagley, COO and CFO.

Brittany Bagley

Axon Enterprise Inc - Chief Financial Officer, Chief Operating Officer

Thank you for having me.

Meta Marshall;Brittany Bagley

Morgan Stanley & Co Ltd - Analyst

All right. So welcome back. Congrats on earnings last week, pretty phenomenal. 2025 was another exceptional year for Axon with 33% revenue growth, 46% growth in bookings. Can you just walk us through some of the key drivers of the strong performance in 2025, particularly given like some of these maybe manufactured concerns post Q3?

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