I've been traveling like a banshee out with customers, having a ball, have identified a couple more fantastic, you know, things that are going to be expanding our product portfolio probably a couple years out.

Aug 4, 2025 / receipt, needs a key / Rick, CEO | earnings call 2025-08-04 | transcript c754c622-eed4-49d1-8a5c-b62f88748ae5 | chars 56729-56938 | segment 57

I'm traveling with their founder as we speak today.

Feb 27, 2024 / receipt, needs a key / Rick, CEO | earnings call 2024-02-27 | transcript cd72e280-14c6-4dfa-a7cb-cd2c818e18f1 | chars 7118-7169 | segment 6

So my wife will tell you I'm working harder than ever and I'm traveling more than ever out with customers and largely that's because I don't have a list of to-dos I've got to do around internally in the office.

Aug 8, 2023 / receipt, needs a key / Rick Smith, CEO | earnings call 2023-08-08 | transcript f37f9048-5d64-423d-9eb5-a54151149de1 | chars 38669-38879 | segment 39

As we had anticipated, travel expenses have also increased as everyone returns to in-person meetings and events.

May 9, 2023 / receipt, needs a key / Brittany, CFO | earnings call 2023-05-09 | transcript 04b1cb67-4de9-4cf1-9710-d375d9d9072e | chars 13259-13371 | segment 13

All right, so with that, you know, I have been traveling a lot, seeing our customers again, which has been great.

Aug 6, 2021 / receipt, needs a key / Rick Smith, CEO | earnings call 2021-08-06 | transcript 1e8b2311-21c3-4580-9d22-b711080253f9 | chars 1960-2073 | segment 1

As you see in our shareholder letter, we're also tracking a both plan on the bottom line, and that's driven by revenue outperformance, expense leverage, and travel and event cost savings of about $12 million.

Nov 5, 2020 / receipt, needs a key / Jawad, CEO | earnings call 2020-11-05 | transcript 44036657-39ea-4eff-8447-1aed0a6428c0 | chars 12492-12700 | segment 12

Adjusted EBITDA was $28 million, reflecting a 20% margin, which showcases our cost discipline and some travel savings related to COVID.

Aug 7, 2020 / receipt, needs a key / Luke Larson, CEO | earnings call 2020-08-07 | transcript eeb958bc-91e3-4dc2-bce2-f81209935aec | chars 7965-8100 | segment 8

Three days later, we curbed all non-essential travel for our employees.

May 7, 2020 / receipt, needs a key / Rick Smith, CEO | earnings call 2020-05-07 | transcript 8e28ab4e-6c22-4fe3-8e33-8452421bcd20 | chars 3083-3154 | segment 3

I've been doing about five different Zoom customer meetings a day, and that's far higher than was possible when we had to travel in person to in-person meetings.

May 7, 2020 / receipt, needs a key / Rick Smith, CEO | earnings call 2020-05-07 | transcript 8e28ab4e-6c22-4fe3-8e33-8452421bcd20 | chars 4624-4785 | segment 4

People aren't traveling as much. There are some programs that we had committed to that we're not going to be able to do in person now. And there's some cost savings that are associated with that.

May 7, 2020 / receipt, needs a key / Jawan Maki, CFO | earnings call 2020-05-07 | transcript 8e28ab4e-6c22-4fe3-8e33-8452421bcd20 | chars 30955-31150 | segment 31

I think that our travel expenses should be more controllable in the future, that we should be able to engage with more customers over Zoom.

May 7, 2020 / receipt, needs a key / Rick Graham, CEO | earnings call 2020-05-07 | transcript 8e28ab4e-6c22-4fe3-8e33-8452421bcd20 | chars 32752-32891 | segment 33

$185 million to $215 million

ir_statement / Sep 16, 2026 / receipt

Growth of 27% to 30% year over year

ir_statement / Sep 16, 2026 / receipt

Customers ~30% On premium subscription plans

ir_statement / Sep 16, 2026 / receipt

International Bookings >$1B Up >50% Y/Y

ir_statement / Sep 16, 2026 / receipt

New Product Bookings >$2B Up >100% Y/Y

ir_statement / Sep 16, 2026 / receipt

Axon enjoys early TAM penetration & global expansion opportunity

ir_statement / Sep 15, 2026 / receipt

Axon enjoys early TAM penetration & global expansion opportunity

ir_statement / Sep 15, 2026 / receipt

Full-Year Revenue $1.94 billion to $1.99 billion $2.00 billion to $2.05 billion

ir_statement / Sep 15, 2026 / receipt

Axon enjoys early TAM penetration & global expansion opportunity

ir_statement / Sep 15, 2026 / receipt

Adjusted free cash flow conversion on Adjusted EBITDA of at least 60%, as we continue to invest to support global scale

ir_statement / Sep 15, 2026 / receipt

Growth of approximately 20%, or revenue of at least $1.43 billion

ir_statement / Sep 15, 2026 / receipt

Margin of approximately 25%, representing about 500 basis points of improvement over three years

ir_statement / Sep 15, 2026 / receipt