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via finance.yahoo.comBusiness & Companies

Axon (AXON) Q3 2026: revenue up 28% and AI above $100M ARR, federal drone delays

FROM THE WIRE · FINANCE.YAHOO.COM

This article first appeared on GuruFocus. Release Date: November 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue grew 28% year over year to $909 million, with software and services accelerating…

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralSolid revenue growth, but delays in large federal drone deals weigh on the Q4 guidance.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Q3 2026 revenue grew 28% year over year to $909 million.
  2. 02AI products surpassed $100 million in annual recurring revenue.
  3. 03Delays in large federal drone deals, worth about $130 million, pushed revenue out of 2026.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Axon Enterprise, Inc.AXONStock382.56 USDMarket closedtoday -9.81%Neutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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