November 5, 2026

Axon reports Q3 revenue of $909M, updates FY26 guidance

Axon reported its Q3 2026 earnings, revealing a revenue of $909 million, which fell short of the estimated $938 million, yet still marked a 28% increase year-over-year. The adjusted earnings per share were $1.72, below the anticipated $1.88, but represented a 39% growth compared to last year. Despite strong performance in segments such as Software & Services and Platform Solutions, which saw 43% and 106% year-over-year growth respectively, Axon revised its full-year revenue guidance to a range of $3.61 billion to $3.63 billion. Additionally, Axon has strengthened its position in the drone market through a significant investment in Skydio, raising its stake to 37%, and is now the exclusive distributor of Skydio drones for public safety in the US and Canada.

Axon: Axon Enterprise develops public safety technology solutions including body-worn cameras, TASER devices, cloud software for evidence management, and drone systems for first responders. The company focuses on integrating hardware with AI-powered software platforms to support law enforcement and emergency operations. In the recent earnings period, Axon highlighted growth in its software and AI segments alongside a strategic investment to expand drone capabilities.

Product: Axon introduced the Body 5 body-worn camera with significantly enhanced AI processing power and connectivity features for real-time field support.
Adoption: Cities and agencies are conducting trials of docked drone systems from Axon and Skydio to improve response times and situational awareness for police and fire departments.
Partnership: Axon deepened its collaboration with Skydio to serve as the exclusive public safety distributor for Skydio drones in the US and Canada.

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