AI Index / Axon Enterprise, Inc.
Axon Enterprise, Inc. (AXON)
Main revenue sources: 1) Software & Services: DEMS, Fusus real-time ops, AI Era/Axon Assistant, 911 platforms (Prepared/Carbyne), VR training, ALPR/counter-drone software—AI contributes directly (assistant, transcription/summarization, analytics); AI-plan bookings ~$750M, AI+Fusus >$1B. 2) Connected Devices: TASER 10, body/in-car cameras, fixed cameras, drones/counter-drone, vehicle intelligence—AI contributes indirectly (on-device features, analytics-driven demand), but revenue is largely hardware. Overall, AI is a meaningful, growing driver but not the majority.
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A second highlight was that new product bookings, which include AI and Fusus totaled over $1 billion for the year and were nearly triple 2024 as a result.
- Joshua Isner
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Quotes from axon-enterprise Executives About Artificial Intelligence and Generative AI
For 2 years, we have recognized that for software companies to win in the age of AI, they must convert their existing customer base to AI users before someone else does. And I believe Axon is doing that better than any company in public safety.
- Joshua Isner
To that end, in our first full year of selling the AI Era plan, it accounted for approximately $750 million worth of bookings or about 10% of the overall bookings total.
- Joshua Isner
At our core, we sell integrated hardware and software solutions that help collect and leverage the power of data for our customers that have highly complex regulatory and liability requirements where technology has lagged for decades. That's a unique combination that lends itself to swift adoption of AI capabilities as our $750 million of bookings in this category demonstrates.
- Joshua Isner
We see strong demand with new products, including Fusus, AI, VR and counter drone, each contributing to our software growth alongside our digital evidence management platform.
- Brittany Bagley
We've seen traction in markets like enterprise and corrections, each producing some of our largest bookings, and we've had our best year ever in international...Our success is driven by being customer-obsessed, innovative, embracing new technologies like AI and having the data and experience to make it work.
- Brittany Bagley
We're seeing this type of progress across multiple regions as our land and expand strategy continues to gain momentum... and we're excited to see how AI continues to drive forward.
- Joshua Isner
We're just getting started with what that assistant can do. And you'll continue to see us push the envelope well ahead of the pack.
- Patrick Smith
With the technology advancing faster than ever, I have no doubt the world will look unrecognizable in just a few more short years in a good way.
- Patrick Smith
And finally, we're leading and supporting and driving toward the future in the AI era.
- Patrick Smith
This year, we are infusing our VR platform with AI-powered features that will transform how police are trained in the decade ahead.
- Patrick Smith
The goals we have for AI across our massive sensor and software network... the potential has only begun to be realized.
- Patrick Smith
We're pioneering the ideas and the ways they will use AI and its features to do their jobs more safely and more effectively.
- Patrick Smith
We're building AI into every workflow safely, securely and reliably.
- Patrick Smith
But the vision that connects it, it was not obvious to the outside world for a long time.
- Patrick Smith
Our sensor network is most valuable, not as a system of record, but as a system of action.
- Patrick Smith