Will Axon Enterprise’s (AXON) Carbyne Deal Redefine Its Path Toward SaaS Leadership?

Simply Wall St.11-10

Axon Enterprise recently reported third-quarter 2025 results, with revenue reaching US$710.64 million and net loss of US$2.19 million, while also raising full-year revenue guidance and announcing the ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2582481873?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3021000-choice1-main-header/1585186644732","is_english":true,"pubTime":"2025-11-10 01:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582481873","market":"us","top_or_hot":-1,"title":"Will Axon Enterprise’s (AXON) Carbyne Deal Redefine Its Path Toward SaaS Leadership?","media":"Simply Wall St.","content":"<div>\n<p>Axon Enterprise recently reported third-quarter 2025 results, with revenue reaching US$710.64 million and net loss of US$2.19 million, while also raising full-year revenue guidance and announcing the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-axon/axon-enterprise/news/will-axon-enterprises-axon-carbyne-deal-redefine-its-path-to\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Axon Enterprise’s (AXON) Carbyne Deal Redefine Its Path Toward SaaS Leadership?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Axon Enterprise’s (AXON) Carbyne Deal Redefine Its Path Toward SaaS Leadership?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 01:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nasdaq-axon/axon-enterprise/news/will-axon-enterprises-axon-carbyne-deal-redefine-its-path-to><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Axon Enterprise recently reported third-quarter 2025 results, with revenue reaching US$710.64 million and net loss of US$2.19 million, while also raising full-year revenue guidance and announcing the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-axon/axon-enterprise/news/will-axon-enterprises-axon-carbyne-deal-redefine-its-path-to\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4187","symbol_name":"航天航空与国防","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-axon/axon-enterprise/news/will-axon-enterprises-axon-carbyne-deal-redefine-its-path-to","article_id":"2582481873","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3021000-choice1-main-header/1585186644732"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-axon/axon-enterprise/news/will-axon-enterprises-axon-carbyne-deal-redefine-its-path-to","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582481873","pubTimestamp":1762709386,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Axon Enterprise recently reported third-quarter 2025 results, with revenue reaching US$710.64 million and net loss of US$2.19 million, while also raising full-year revenue guidance and announcing the acquisition of Carbyne for approximately US$625 million.\nThe company’s rapid investments in AI-powered emergency communications and expansion of its SaaS offerings highlight a significant push to modernize public safety technology and increase recurring revenue streams.\nWe’ll examine how Axon’s...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4187":"航天航空与国防","BK4585":"ETF&股票定投概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","AXON":"Axon Enterprise, Inc.","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC"},"translate_title":"Axon Enterprise(AXON)的Carbyne交易是否会重新定义其通往SaaS领导地位的道路？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AXON":1.5},"content_text":"Axon Enterprise recently reported third-quarter 2025 results, with revenue reaching US$710.64 million and net loss of US$2.19 million, while also raising full-year revenue guidance and announcing the acquisition of Carbyne for approximately US$625 million. The company’s rapid investments in AI-powered emergency communications and expansion of its SaaS offerings highlight a significant push to modernize public safety technology and increase recurring revenue streams. We’ll examine how Axon’s new Carbyne acquisition and boosted sales outlook could shift its investment narrative going forward. Rare earth metals are the new gold rush. Find out which 35 stocks are leading the charge.AdvertisementAxon Enterprise Investment Narrative Recap To be a shareholder in Axon Enterprise, you need to believe in the company’s leadership in advancing public safety technology, particularly through cloud-based and AI-driven solutions. The recent quarterly results, strong on revenue but weak on margins, do not appear to materially change the near-term catalyst of accelerating SaaS adoption, though sustained margin pressure remains the biggest risk to watch.\n  Of the recent developments, Axon’s announced acquisition of Carbyne for approximately US$625 million stands out. This move expands Axon’s footprint in emergency communications and aligns with the company’s vision of building an integrated, AI-enabled platform, feeding into the key catalyst of expanding recurring SaaS revenue and deepening customer relationships.\n  But while Axon's innovation engine continues to impress, investors should be aware of the potential for further margin headwinds...\n Read the full narrative on Axon Enterprise (it's free!)Axon Enterprise's outlook projects $4.6 billion in revenue and $476.0 million in earnings by 2028. This scenario assumes 24.3% annual revenue growth and a $149.7 million increase in earnings from the current $326.3 million.Uncover how Axon Enterprise's forecasts yield a $823.67 fair value, a 37% upside to its current price.Exploring Other PerspectivesAXON Community Fair Values as at Nov 2025  Nine fair value estimates for Axon from the Simply Wall St Community range from US$348 to US$864 per share, underscoring a wide span of individual views. Increased margin compression, highlighted by recent results, challenges even the most optimistic expectations for sustained profit growth.\nExplore 9 other fair value estimates on Axon Enterprise - why the stock might be worth as much as 43% more than the current price!Build Your Own Axon Enterprise NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Axon Enterprise research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Axon Enterprise research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Axon Enterprise's overall financial health at a glance.Contemplating Other Strategies?Every day counts. These free picks are already gaining attention. See them before the crowd does:We've found 16 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Find companies with promising cash flow potential yet trading below their fair value.These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2582481873","isCrawlerRequest":true}