Axon Reports Q4 2025 Revenue of $797 million, up 39% Year over Year

Company Moves into 911 Communications with AI-Powered Platform as Company Posts Record $2.8 Billion in Revenue.

The public safety technology company is extending its ecosystem to the first moment a call for help is made, combining emergency call handling with artificial intelligence to modernize critical communications infrastructure.

Axon, the company best known for its body-worn cameras and TASER devices, has announced a significant expansion into 911 call handling technology, positioning itself as a full-spectrum public safety platform spanning from the initial emergency call through to frontline officer response.
The announcement came alongside the company's 2025 full-year financial results, which showed revenue of $2.8 billion — up 33% year over year — marking the fourth consecutive year of annual growth above 30%. Annual recurring revenue surpassed $1.3 billion, while bookings reached $7.4 billion, a 46% increase year over year.

Reimagining the First Moment of Contact

At the heart of Axon's latest strategic move is Axon 911, a platform designed to modernize emergency communications from the moment a call for help is placed. The company describes the product as enabling "earlier activation of data, intelligence and connected sensors" within its broader network — effectively bringing its AI-driven ecosystem to bear at the very start of the emergency response chain.
Key capabilities include precise caller location identification, real-time transcription and translation, automated call summaries and keyword alerts, all designed to reduce the friction inherent in legacy 911 systems and enable faster, more informed dispatch decisions.

The strategic significance of the move is considerable. For decades, 911 infrastructure has lagged behind advances in public safety technology. Axon sees an opportunity to bridge that gap by connecting emergency communications directly to its existing network of body cameras, vehicle systems, real-time operations platforms and cloud-based evidence management.

To accelerate its entry into the space, Axon made two targeted acquisitions. The purchase of Prepared closed late in 2024, while the acquisition of Carbyne closed in the first quarter of 2026. Both companies specialize in next-generation 911 technology, and Axon has already shipped its first major integration connecting Axon 911 with Axon Fusus, its real-time crime center platform.

AI as a Force Multiplier Across the Response Continuum

The 911 expansion is part of Axon's broader AI Era Plan, through which the company has been embedding artificial intelligence into its hardware and software ecosystem since introducing automated report transcription and its AI-powered Draft One report writing tool.

Axon 911 adds real-time translation and transcription capabilities at the call-taking stage — a development that mirrors early results already seen in the field from Axon Assistant, the company's voice-activated AI companion built into its body cameras. Bernalillo County Sheriff's Office in New Mexico became one of the early adopters of Axon Assistant's live translation feature, using it during a high-risk traffic stop involving a Russian-speaking individual.

Sheriff John Allen was direct about the impact:

"Everyone talks about AI is coming — AI's here. That Russian translation that we put out there — saying there's no language barrier — I think that answered questions for the world. Before, we didn't want AI in police work. Now people are asking for more of it, because they're seeing the advantages."

That same philosophy — AI removing language and communication barriers in high-stakes situations — is central to the Axon 911 proposition. Real-time translation during emergency calls could prove particularly significant for communities with large non-English-speaking populations, where communication delays at the point of a 911 call have historically contributed to slower or less effective response.

A Platform Built for the Critical Communications Sector

For the critical communications industry, Axon's moves represent a significant development. The company is no longer simply a device manufacturer or software provider — it is positioning itself as an end-to-end mission-critical platform, with data, AI and connectivity woven through every stage of the emergency response lifecycle.

Axon's net revenue retention rate reached 125% in the fourth quarter of 2025, a figure that reflects existing customers adding new products and capabilities rather than churning away. That metric will be closely watched as Axon 911 comes to market, given the installed base of agencies already running on Axon body cameras, Axon Evidence and Axon Fleet.

Axon founder and CEO Rick Smith framed the company's AI ambitions in unambiguous terms.

"Nobody should be more aggressive or more thoughtful on AI than Axon. If we get that balance right, we won't just be a vendor, we'll be the partner our customers can't imagine operating without."

Looking ahead, Axon expects 2026 revenue growth of 27% to 30% and has set a target of approximately $6 billion in annual revenue by 2028. Expanded 911 capabilities are expected to begin reaching customers during 2026.