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

Erik Lapinski — VP of Investor Relations

Hello everyone, and thank you for joining Axon's executive team today your our second quarter 2026 earnings conference call. Before we get started, I'll note that our remarks today are intended to build upon our most recent shareholder letter and investor materials, which you can find on our investor website 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 of non-GAAP 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 and Founder

All right. Thank you, Erik, and great job to the team. I love those videos they just get me pumped up. Lucky to get to work here. I'd like to thank all of our analysts and investors who are joining us today. As you can see, we had another record quarter. Again, I was just looking at the numbers, 39% wow okay. We had a record quarter, and I could not be more