๐น Non-GAAP EPS: $2.08 (Est. $1.51) ๐ข; UP from implied YoY
๐น Revenue: $575M (Est. $566.74M) ๐ข; UP +34% YoY
๐น Adj EBITDA: $142M (Est. $136.43M) ๐ข; UP +56% YoY
FY25 Guidance:
๐น Revenue: $2.55B-$2.65B (Est. $2.554B) ๐ก; UP ~25% YoY at midpoint
๐น Adj EBITDA: $640M-$670M (Est. $648.73M) ๐ก; ~25% margin at midpoint
Q4'24 Segment Highlights:
๐น Axon Cloud & Services: $230M; UP +41% YoY
๐น TASER: $221M; UP +37% YoY
๐น Sensors & Other: $124M; UP +18% YoY
Q4'24 Geographical Breakdown:
๐น Total Revenue: $575M; UP +34% YoY (global, no regional split provided)
Other Q4'24 Metrics:
๐น ARR: $1.0B; UP +37% YoY
๐น Future Contracted Bookings: $10.1B; UP +42% YoY
๐น Adjusted Free Cash Flow: $227M
Strategic/Shareholder Updates:
๐ธ Surpassed $2B annual revenue and $1B ARR in FY24
๐ธ Introduced AI-driven solutions like Draft One and Axon Drone as First Responder
Management Commentary:
๐ธ "Rick Smith (CEO): We see ourselves as a technology company committed to making the world safer, delivering tools that prevent violence and address modern challenges."