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# Every cop's TASER, every cop's body camera — one Arizona company owns the stack
- URL: https://american-made.ghost.io/every-cop-s-taser-every-cop-s-body-camera-one-arizona-company-owns-the-stack/
- Published: 2026-07-01T11:56:23.000Z
- Updated: 2026-07-01T11:56:23.000Z
- Description: Axon pulled in $807 million last quarter and just raised 2026 guidance to 30-32% growth.
- Author: American Made
- Tags: #Import 2026-08-17 12:34

## AMERICANMADE

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Every body camera on a cop’s chest. Every TASER on a cop’s belt.

One American company makes nearly all of them. And the primary factory line runs right in Scottsdale, Arizona.

Axon Enterprise.

You might know them by their old name. TASER International. The company started in 1993 with one product. One idea. Build a weapon that stops people without killing them.

It worked. Better than anyone expected.

Today, over **1 million TASER devices** have been sold around the world. Axon changed its name in 2017\. But it kept the factory right where it started.

Here’s what got my attention...

Last quarter, Axon pulled in **$807 million** in revenue. That’s up 34% from a year ago. It was the ninth straight quarter above 30% growth.

Nine. In a row. Think about that.

Most companies would kill for one quarter like that. Axon has strung together nine. And here’s where it gets good...

Axon doesn’t just sell weapons anymore. It sells a full platform. Let me explain.

A cop walks up to a scene. The body camera clicks on. It records everything. The footage uploads to Axon’s cloud — a system called Evidence.com. Then AI scans the video. It writes the first draft of the police report.

Six minutes. One traffic stop. All automated.

That AI suite? Revenue grew **700%** year over year last quarter. That’s not a typo. Seven hundred percent.

And the platform is sticky. Once a department is on Evidence.com, it stays. The data lives there. The training is done. Switching costs are huge. Today, Axon has over 1 million active software users.

But the biggest surprise is drones.

Axon acquired a company called Dedrone. It detects, tracks, and takes down rogue drones in real time.

The company has already booked more contract value from Dedrone than it paid for the entire business. Counter-drone revenue jumped **300%** in Q1\. Bookings surged 500%. The system protected the 2026 Super Bowl. It guarded the Kentucky Derby.

And the feds want in.

Back in February, ICE posted a request for $220 million in TASERs. That’s 17,800 devices to upgrade its fleet. The story resurfaced this week amid reporting on a related Trump stock disclosure. Axon makes the leading product in this space.

Meanwhile, the rest of the business keeps climbing. Software and services hit $355 million last quarter. Up 35%. International sales doubled. They now make up 20% of total revenue.

For all of 2025, Axon brought in **$2.78 billion**. Up 33.5%. Management just raised 2026 guidance to 30–32% growth. That puts them on pace for over $3.6 billion this year.

And they’re building more right here in America.

Axon employs **6,300 people**. TASERs, cameras, sensors — most of the hardware comes out of Scottsdale. But they’re running out of room.

So they’re going bigger. Scottsdale just approved a massive new Axon campus. New manufacturing facility. Offices. Restaurants. Even a hotel. The plan calls for 5,500 new jobs. Average starting salary: $135,000.

The projected impact? Over $3.5 billion for the region.

That’s high-tech, high-pay, all-American manufacturing. The kind this country needs more of. Right in the Arizona desert.

**Axon’s president told investors the company went from zero to $750 million in AI Era Plan bookings in one year.** With over 1 million TASERs sold and 1 million software users, every new device feeds the software ecosystem.

Every new user locks in another contract. That’s a flywheel.

Axon isn’t cheap. At roughly $37.5 billion, you pay a big premium. But 34% revenue growth — nine quarters in a row — is rare for any company.

The shift from hardware to software and AI means margins should keep climbing. Adjusted EBITDA margin already sits at 25.0%. As the software mix grows, so does the profit.

The risk? Valuation is steep. Government contracts can be slow and lumpy. But AI adoption is exploding across law enforcement. The installed base is massive. And a fresh federal push for border tech gives Axon tailwinds most companies dream about.

Built in Arizona. Sold to the world. This is America’s public-safety tech company. And it’s just getting started.