Axon (AXON) is a public company. Axon is the global leader in public safety technology, relentlessly innovating to protect more lives in more places.

We’re transforming public safety by building advanced devices, intelligent software and AI that protect life. Our ecosystem supports everyone who takes on the responsibility of public safety, enterprise security and national security — from first responders and governments to companies, frontline workers and communities.

Our trusted network connects TASER energy devices, cameras and sensors including body-worn, fixed and in-car cameras, drones and robotics, digital evidence and records management, real-time operations, immersive VR training and AI-powered capabilities.

At the heart of our mission is a bold goal: cut gun-related deaths between police and the public by 50% by 2033.

Want your work to have real-world impact? Join us: axon.com/careers. Founded in 1993. It has 5,934 employees. Annual revenue is $2.8B.

Transcript

Operator

Hello, everyone, and thank you for joining Axon's executive team today. Before we get started, I will note that our remarks today are meant to build upon our most recent shareholder letter and investor materials, which you can find at investor.axon.com. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our expectations as of today and are not guarantees of future performance. All forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially, as discussed in our SEC filings. We will also discuss certain non-GAAP financial measures. Descriptions and reconciliations to GAAP are included in our shareholder letter and available on our investor website. As always, before we kick it over to Rick, we have a quick video to get us started. Let's pull it up.

Video Narrator

[Presentation]

Rick Smith — CEO

All right. Thank you, everyone, for joining us for our first quarter 2026 earnings call. I'm really pleased with how the year has started, and I'm even more excited about where we're going. I always say Axon Week is one of my favorite events of the year, and every year it somehow gets better. What we shared with customers this April felt fundamentally different. It's no longer just about our new products. After decades of partnership, it's about how we've earned our customers' trust at a