{"filings":[{"id":2079084,"accession_number":"0001628280-26-053363","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-08-05T20:12:36+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q2 revenue $904M (+35% YoY); raises FY revenue growth outlook to 32-34%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $904M (+35% YoY); Software & Services $398M (+36%), Connected Devices $507M (+35%).","Net income $29M ($0.36 diluted EPS) vs $36M prior year; non-GAAP net income $155M ($1.88) vs $179M ($2.18).","Adjusted EBITDA $242M (26.8% margin), up >40% YoY; operating cash flow improved to $20M from -$92M.","Annual recurring revenue $1.6B (+39% YoY); net revenue retention 126%; future contracted bookings $15.1B (+41%).","Raises FY2026 revenue growth guidance to 32-34% (from 30-32%); maintains Adjusted EBITDA margin ~25.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1581156,"accession_number":"0001628280-26-047888","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-07-10T20:19:52+00:00","items":["5.02"],"status":"ready","headline":"Axon appoints Vivek Mohindra and Eiso Kant to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mohindra (ex-Dell SVP) and Kant (poolside co-founder/CTO) appointed as independent directors effective July 8, 2026.","Each receives initial RSU award valued at $260,000 vesting over three years; annual RSU awards of $260,000.","Annual cash retainer of $40,000 each; Mohindra gets additional $10,000 for Audit and $7,500 for Compensation committees.","Mohindra joins Audit and Compensation Committees; Kant serves as non-voting observer on M&A and Capital Structure Committee.","Terms expire at 2027 annual meeting; appointments fill existing vacancies on the Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":778037,"accession_number":"0001628280-26-039483","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-06-01T20:10:40+00:00","items":["5.07","9.01"],"status":"ready","headline":"Axon shareholders elect all 9 director nominees and approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected; highest votes for Patrick Smith (60.8M for, 426.9K withheld).","Say-on-pay approved: 54.9M for, 6.2M against, 113K abstain, 11.7M broker non-votes.","Ratification of PwC as auditor for FY 2026 approved: 72.7M for, 180.7K against.","Total shares voted 72.9M representing 90.5% of 80.6M outstanding shares.","No other proposals or material business conducted at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91054,"accession_number":"0001628280-26-031285","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q1 revenue $807M (+34% YoY), beats; raises FY growth outlook to 30-32%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $807M, up 34% YoY; net income $169M ($2.05 diluted EPS) vs $88M prior year.","Software & Services revenue $355M (+35%); ARR $1.5B (+35%); net revenue retention 125%.","Adjusted EBITDA $202M (25% margin); non-GAAP net income $133M ($1.61 diluted EPS).","FY revenue growth outlook raised to 30-32% from 27-30%; maintains 25.5% Adj. EBITDA margin.","AI products revenue up >700% YoY; counter-drone revenue up >300%; Q1 operating cash outflow $32M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":807345000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91053,"accession_number":"0001628280-26-024720","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Axon director Matthew McBrady will not stand for re-election at 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew McBrady notified Axon board on April 6, 2026, that he will not seek re-election.","McBrady will continue serving as director until his term expires at the 2026 Annual Meeting.","Decision was not due to any disagreement with the company's operations, policies, or practices.","Board expressed appreciation for McBrady's commitment and contributions during his tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100954,"accession_number":"0001628280-26-016872","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Julie Anne Cullivan will not stand for re-election at Axon's 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cullivan notified Board on March 5, 2026; will serve until term expires at annual meeting.","Departure not due to any disagreement with Axon's operations, policies, or practices.","Board expressed appreciation for her leadership and contributions during her tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100953,"accession_number":"0001628280-26-011106","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q4 revenue up 39% to $797M; 2026 outlook 27-30% growth, 2028 target $6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $797M (+39% YoY); Software & Services $343M (+40%).","GAAP net income $3M ($0.03 diluted) vs $135M prior year; non-GAAP net income $178M ($2.15).","Adjusted EBITDA $206M (25.9% margin), up 46% YoY; full-year revenue $2.8B (+33%).","2026 outlook: revenue growth 27-30%, Adj. EBITDA margin 25.5%; new 2028 target: $6B revenue, 28% margin.","Operating loss of $50M in Q4 due to headcount and stock comp; net debt $112M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":2779536000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100952,"accession_number":"0001628280-26-008101","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Axon redeems and converts all remaining 0.50% convertible senior notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeemed $840,000 principal of 0.50% convertible notes on Feb 10, 2026 at 100% plus accrued interest.","Settled conversions of $80.27M principal on Feb 11, paying ~$80.3M cash and issuing 211,870 shares.","Received 41,139 shares from option counterparties upon exercise of note hedges.","No convertible notes remain outstanding after these transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100951,"accession_number":"0001628280-26-005206","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K/A","filed_at":"2026-02-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Axon reports Market Disruption Event during 0.50% convertible notes conversion period","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["All outstanding 0.50% convertible senior notes due 2027 are being redeemed on Feb 10, 2026 at 100% of principal plus accrued interest.","Holders may convert notes until Feb 6, 2026; settlement includes cash up to principal plus shares of common stock.","Market Disruption Event on Jan 29, 2026 excluded from the 30-trading-day observation period, extending it through Feb 9, 2026.","Settlement amounts for validly converted notes expected to be delivered on Feb 11, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117281,"accession_number":"0001628280-25-057967","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Axon calls all 0.50% convertible notes due 2027 for redemption on Feb 10, 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption of all outstanding 0.50% convertible senior notes due 2027 at 100% of principal plus accrued interest.","Holders may convert notes until Feb 6, 2026; settlement: cash for principal, stock for excess conversion value.","Conversion value determined over 30-trading-day observation period Dec 24, 2025 through Feb 6, 2026.","Settlement amounts delivered on Feb 10, 2026 for converting holders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117278,"accession_number":"0001628280-25-057640","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K/A","filed_at":"2025-12-17T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Axon closes $196.9M convertible note exchange for cash and 526,802 shares","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Holders exchanged $196,854,000 principal of 0.50% convertible notes due 2027 for $196,859,243.77 cash and 526,802 shares.","Additional $19,000,000 principal exchanged under separate agreement entered December 15, 2025.","Transaction closed December 16, 2025, as part of privately negotiated exchange transactions.","Notes carried 0.50% coupon; exchange reduces debt and dilutes equity by ~526,802 shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117280,"accession_number":"0001628280-25-056229","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Axon to exchange ~$177.9M convertible notes for cash and ~468k shares; closing Dec 16","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanges approx. $177.9M aggregate principal of 0.50% convertible senior notes due 2027 for cash and shares.","Based on closing price of $550.95 as of Dec 5, Axon expects to issue ~468,000 common shares upon closing.","After closing (expected Dec 16, 2025), ~$100.1M principal amount of notes will remain outstanding.","Hedged holders may unwind positions, potentially buying common stock or entering derivatives, affecting share price.","Shares issued in a private placement under Section 4(a)(2) and Rule 144A; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117279,"accession_number":"0001628280-25-048845","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q3 revenue $711M (+31% YoY), raises FY outlook to ~$2.74B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $711M (+31% YoY); Software & Services $305M (+41%); ARR $1.3B (+41%).","GAAP net loss $2M ($0.03 loss per share); non-GAAP net income $98M ($1.17 EPS).","Adjusted EBITDA $177M (24.9% margin), up 22% YoY.","Full-year revenue outlook raised to ~$2.74B (31% growth) from $2.65-2.73B previously.","Acquired Prepared, signed agreement for Carbyne; introduced Axon Body Workforce Mini for enterprise."],"consensus_eps_estimate":null,"consensus_eps_actual":1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":1982812000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133723,"accession_number":"0001069183-25-000205","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Axon appoints Todd Morgenfeld to Board, Audit and M&A Committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Todd Morgenfeld, 53, appointed to Axon Board effective Aug 28, 2025; serves on Audit and M&A Committees.","Board expands from 10 to 11; Morgenfeld is independent, term until 2026 annual meeting.","Compensation: initial RSU $260K (3-year vest), annual RSU $260K (1-year), cash $40K plus committee retainers.","Morgenfeld previously CFO/COO of Pinterest, VP Finance at Twitter; also on boards of AppLovin and Urban Outfitters.","No arrangements or transactions requiring disclosure under Item 404(a) of Regulation S-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133722,"accession_number":"0001069183-25-000176","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q2 revenue $669M (+33% YoY), raises FY25 outlook to $2.65-2.73B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $669M (+33% YoY); Software & Services $292M (+39%); ARR $1.2B (+39%).","Net income $36M ($0.44 diluted); non-GAAP net income $174M ($2.12).","Adjusted EBITDA $172M (25.7% margin), +37% YoY; guides FY25 Adj. EBITDA $665-685M.","Raises FY25 revenue guidance to $2.65-2.73B (prev $2.60-2.70B); midpoint ~29% growth.","Connected Devices $376M (+29%); TASER 10 & Axon Body 4 demand strong; net retention 124%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":1272171000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150434,"accession_number":"0001069183-25-000129","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Axon Enterprise reports 2025 annual meeting voting results: all directors elected, say-on-pay approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["69,939,312 shares voted (89.8% of outstanding) at May 29, 2025 annual meeting.","All 10 director nominees elected; Hadi Partovi received lowest support at 76.9% for.","Say-on-pay passed with ~66.9% of votes in favor (41.0M for, 20.3M against).","Ratification of PwC as independent auditor approved with 99.8% support (69.7M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150433,"accession_number":"0001069183-25-000074","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","4.02","9.01"],"status":"ready","headline":"Axon Q1 revenue $604M (+31%), net income $88M, raises FY guidance; restates prior financials","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $604M (+31% YoY); net income $88M ($1.08 EPS); raises FY revenue outlook to $2.60-2.70B.","Software & Services revenue $263M (+39% YoY); ARR $1.1B (+34% YoY, net retention 123%).","Restatement: $690M convertible notes misclassified as long-term; should be current liabilities. No impact on totals.","Additional material weakness in ICFR due to inadequate monitoring of conversion provisions; prior financials no longer reliable.","Adjusted EBITDA $155M (25.7% margin); operating cash flow $26M; net cash $171M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":603633000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169405,"accession_number":"0001069183-25-000034","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K/A","filed_at":"2025-03-14T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Axon closes exchange of $407M convertible notes for cash and 1.04M shares","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $407,453,000 principal of 0.50% Convertible Senior Notes due 2027.","Holders received $407,954,826 in cash (incl. accrued interest and fractional shares) plus 1,038,259 common shares.","Transactions closed on March 13, 2025, via privately negotiated deals.","This 8-K/A amends the original March 7 report to update Item 3.02 disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169409,"accession_number":"0001069183-25-000031","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Axon prices upsized $1.75B senior notes offering: $1B at 6.125% due 2030, $750M at 6.25% due 2033","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Upsized to $1.75B total: $1B 6.125% notes due 2030, $750M 6.25% notes due 2033, both priced at 100%.","Net proceeds for general corporate purposes, including potential repurchase of 0.50% convertible notes due 2027.","Credit facility amended: revolver increased $100M to $300M, maturity extended to March 11, 2030.","Notes closed March 11, 2025; senior unsecured, no initial subsidiary guarantees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169408,"accession_number":"0001069183-25-000026","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Axon exchanges $407.5M of convertible notes for cash and ~1.0M shares; close expected March 13","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Exchange of ~$407.5M principal of 0.50% convertible notes due 2027 for cash and shares based on VWAP.","Assuming $499.31 VWAP, Axon expects to issue ~1.0M shares of common stock.","After closing (expected March 13, 2025), ~$282.5M aggregate principal of Notes remain outstanding.","Hedged holders may unwind positions by buying stock or using derivatives, potentially affecting market price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169407,"accession_number":"0001069183-25-000022","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Axon proposes $1.5B senior notes offering; amends credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $1.5B aggregate principal of senior notes due 2030 and 2033 in a private exempt offering.","Net proceeds for general corporate purposes including potential repurchase of 0.50% Convertible Notes due 2027.","Revolving credit facility to be increased by $100M to $300M; maturity extended to 5 years from amendment close.","Notes are senior unsecured; no subsidiary guarantees initially, but domestic credit facility guarantors will guarantee later."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169406,"accession_number":"0001069183-25-000015","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon posts Q4 revenue $575M (+34%), full-year $2.1B (+33%); 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EBITDA $145M (26.7% margin, highest in 3+ years).","Raises full-year revenue outlook to ~$2.07B (32% growth); Q4 revenue guidance $560-570M.","Annual recurring revenue $885M (+36%); net revenue retention 123%.","Introduces AI Era Plan subscription; closes Dedrone acquisition; FAA BVLOS waiver for Campbell PD DFR program."],"consensus_eps_estimate":null,"consensus_eps_actual":3.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":1507381000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203043,"accession_number":"0001069183-24-000047","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q2 revenue $504M (+35% YoY), raises FY outlook to $2.00-$2.05B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $504M (+34.6% YoY); net income $41M ($0.53 EPS); non-GAAP net income $93M ($1.20 EPS).","Axon Cloud & Services rev $195M (+47% YoY); annual recurring revenue $850M (+44%).","TASER 10 surpasses 100K units; Axon Body 4 surpasses 200K units; TASER rev +28%, Sensors & Other +28%.","FY revenue guidance raised to $2.00B-$2.05B (~29.5% growth); Adj. EBITDA margin ~23.1%.","Adj. EBITDA $123M (24.5% margin, +51% YoY); cash & investments $969M, net cash $279M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":964835000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219323,"accession_number":"0001069183-24-000042","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Axon enters new ATM equity distribution agreement for up to 1.95M shares with J.P. 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Morgan Securities as agent.","Agent compensation capped at 2% of gross sales price; sales at market prices on Nasdaq.","Proceeds intended for general corporate purposes, including tax obligations on stock compensation and growth initiatives.","Agreement effective May 13, 2024; replaces prior program that expired April 20, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219322,"accession_number":"0001069183-24-000037","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Axon shareholders approve equity plans; CEO receives 679K XSUs; officers granted large XSU awards","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved Amended 2022 Stock Incentive Plan adding 2,231,811 shares (43.8M for, 16.4M against).","2024 eXponential Stock Plan approved (38.4M for, 21.8M against); Section 16 officers received XSU grants: Isner 475,372, Bagley 213,918, Kunins 144,323, Brooks 110,667.","2024 CEO Performance Award approved (30.2M for, 26.9M against, 3.2M abstain); CEO Patrick Smith awarded 679,102 XSUs.","Advisory say-on-pay vote passed narrowly (30.4M for, 29.8M against).","All director nominees elected; Ratification of PwC as auditor approved (67.3M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219321,"accession_number":"0001069183-24-000029","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q1 revenue $461M (+34% YoY); raises FY outlook to $1.94-1.99B; to acquire Dedrone","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $461M (+34% YoY); Axon Cloud & Services revenue $176M (+52% YoY).","Net income $133M (28.9% margin); non-GAAP net income $89M; adjusted EBITDA $109M (+67% YoY).","Annual recurring revenue grew 50% to $825M; net revenue retention 122%.","Raises FY2024 revenue outlook to $1.94-1.99B (from $1.88-1.94B) and raises Adjusted EBITDA expectations.","Agreed to acquire Dedrone, expanding TAM by ~$14B to $77B; expected close H2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":460736000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239158,"accession_number":"0001069183-24-000015","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Axon board member Mark W. 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EBITDA $410-430M.","Acquired Sky-Hero and Fusus; total TAM expanded to $63B.","Dismissed Grant Thornton as auditor; appointed PwC; material weakness in revenue recognition controls."],"consensus_eps_estimate":null,"consensus_eps_actual":2.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":1563391000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256663,"accession_number":"0001069183-23-000063","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2023-12-21T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Axon adopts proxy access and exclusive forum provisions in bylaw amendments","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Proxy access allows 3%-owned stockholders (held 3+ years) to nominate up to 2 directors or 20% of board.","Universal proxy rule compliance required; 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non-GAAP net income $78M ($1.02 diluted EPS).","Adjusted EBITDA $92M (22.2% margin); ARR grew 54% YoY to $619M, NRR 122%.","Axon Cloud & Services revenue +55% YoY ($148M); TASER segment +12% ($163M); Sensors +45% ($103M).","International revenue +52% YoY; federal momentum: DHS IDIQ, VA live on Axon Records, first federal TASER 10 deal.","Q3 operating cash flow $63M, free cash flow $49M; net cash position $432M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":1131249000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274029,"accession_number":"0001069183-23-000055","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K/A","filed_at":"2023-09-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Axon: President Isner gets $500K base, $500K target cash, $11.32M RSUs; COO/CFO Bagley $600K target cash, $5.45M RSUs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Compensation Committee approved revised packages for Isner and Bagley on Sept 7, 2023, following their promotions.","Isner: $500K annual base salary, $500K annual target cash incentive, eligible for $11.32M target annual RSUs.","Isner granted 95,223 service-based RSUs vesting in three tranches through Aug 2026.","Bagley: base unchanged, $600K annual target cash incentive, eligible for $5.45M target annual RSUs.","Bagley granted 24,155 service-based RSUs vesting in three tranches; changes effective July 1, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274028,"accession_number":"0001069183-23-000049","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K/A","filed_at":"2023-08-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Axon board adopts annual say-on-pay vote frequency after shareholder advisory vote","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board of Directors determined on Aug 25, 2023 to hold future advisory votes on executive compensation annually.","Decision follows shareholder non-binding vote at May 31 annual meeting, which favored annual frequency.","This Form 8-K/A amends the original June 2 filing solely to disclose the board's frequency determination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274031,"accession_number":"0001069183-23-000044","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q2 revenue up 31% to $375M; raises FY revenue outlook to $1.51-1.53B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $375M (+31% YoY); Axon Cloud & Services $133M (+62% YoY); ARR $559M (+52% YoY).","GAAP EPS $0.16; non-GAAP EPS $1.11; Adjusted EBITDA $82M (22.0% margin, +460 bps YoY).","FY revenue guidance raised to $1.51-1.53B (27-29% growth); maintains 20% Adj. EBITDA margin.","Promoted Josh Isner to President, Brittany Bagley to COO & CFO effective June 28.","Acquired Sky-Hero, Belgian drone innovator; no material impact to 2023 revenue or profit."],"consensus_eps_estimate":null,"consensus_eps_actual":0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":717648000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274030,"accession_number":"0001069183-23-000041","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2023-07-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Axon promotes Josh Isner to President and Brittany Bagley to COO/CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joshua Isner promoted from COO to President effective June 28, 2023; reports to CEO Rick Smith.","Brittany Bagley, CFO since Sept 2022, adds COO role; reports to Isner; integrates finance and operations.","Bagley will oversee manufacturing, supply chain, working capital, and operational improvements.","No compensation changes announced; Compensation Committee to review peer data for adjustments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291184,"accession_number":"0001558370-23-010762","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Axon shareholders reject proposal to halt TASER drone development","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal to discontinue non-lethal TASER drone system defeated: 46.7M against, 7.4M for.","2023 CEO Performance Award withdrawn by company before vote; not submitted to shareholders.","Say-on-pay approved with 48.2M for, 8.5M against; frequency set at 1 year (52.6M votes).","All eight director nominees elected; Mark W. Kroll received highest withhold at 15.98M.","Grant Thornton ratified as auditor for FY2023 with 64.6M for, 0.37M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291183,"accession_number":"0001069183-23-000027","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q1 revenue $343M (+34% YoY); raises FY2023 outlook to 22% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $343M (+34% YoY); Net income $45M ($0.61 diluted EPS); Non-GAAP net income $65M ($0.88).","Axon Cloud revenue $116M (+51% YoY); ARR $520M (+49%); Net revenue retention 121%.","TASER segment revenue $134M (+17% YoY); Sensors & Other $92M (+42% on Axon Fleet 3 shipments doubling).","Raised full year 2023 outlook: 22% revenue growth; maintain ~20% Adjusted EBITDA margin.","Appointed Jeri Williams, Graham Smith and Erika Ayers to board of directors."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":343043000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311990,"accession_number":"0001069183-23-000010","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2023-03-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Axon appoints Erika Ayers, Graham Smith & Jeri Williams to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erika Ayers (CEO of Barstool Sports) appointed effective June 1, 2023.","Graham Smith and Jeri Williams appointed effective March 16, 2023.","Each director receives initial RSUs of $200K (3-year vest), annual RSU of $200K (1-year vest), plus $40K annual cash retainer.","All three are independent directors; board now has nine independent members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311989,"accession_number":"0001069183-23-000004","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q4 revenue +54% to $336M; 2022 revenue $1.19B; projects $2B by 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $336M (+54% YoY); full year $1.19B (+38%); GAAP net income $147M; adj. EBITDA $232M.","Axon Cloud revenue $368M (+50% YoY); ARR $473M (+45%); net revenue retention 121%.","Launched TASER 10; bundled pricing $50/user/month; expects gross margin neutral at scale in 2H 2023.","2023 revenue guidance $1.49-1.56B; adj. EBITDA $290-315M; Q1 revenue expected $340-355M.","2025 targets: revenue ≥$2B, adj. EBITDA margin ~25%, free cash flow conversion ≥60%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1189935000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330564,"accession_number":"0001069183-22-000076","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-12-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Axon enters $200M credit agreement with JPMorgan, maturing Dec 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$200M senior unsecured multi-currency revolving credit facility; option to increase to $300M.","Maturity Dec 15, 2027 or six months before 2027 convertible notes maturity, whichever earlier.","Interest floating (SOFR, EURIBOR, TIBOR, base rate) plus margin based on net leverage ratio; initial commitment fee 0.15%.","Covenants include max net leverage 3.5x, min interest coverage 3.5x; proceeds for general corporate purposes including acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330563,"accession_number":"0001069183-22-000071","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-12-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Axon President Luke Larson returns from medical leave, transitions to strategic advisor by Dec 31","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["President Luke Larson returns from medical leave effective Dec 31, 2022; becomes strategic advisor.","Larson had been on leave since May 2022 for a treatable health issue; Joshua Isner promoted to COO then.","CEO Rick Smith praised Larson's contributions to Axon's software/sensor business growth.","Larson to advise on growth initiatives in non-officer capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330562,"accession_number":"0001069183-22-000065","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-12-09T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Axon issues $690M of 0.50% convertible notes due 2027, enters hedge and warrant transactions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$690M aggregate principal amount of 0.50% Convertible Senior Notes due 2027 issued on Dec 9, 2022.","Initial conversion price ~$228.73 per share (conversion rate 4.3720 shares per $1,000 principal).","Used ~$70.7M to enter convertible note hedge transactions covering ~3.0M shares.","Sold warrants to acquire ~3.0M shares at initial strike price $338.86; received ~$124.3M.","Notes mature Dec 15, 2027; interest 0.50% payable semi-annually starting June 15, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330561,"accession_number":"0001558370-22-018424","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-12-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Axon prices $600M 0.5% convertible notes due 2027, upsized from $500M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Principal amount $600M; initial purchasers option for additional $90M.","Net proceeds est. $585.8M ($673.8M with full exercise); $61.5M for note hedge cost, balance for growth.","Initial conversion price $228.73/share (35% premium over $169.43 close).","Entered convertible note hedge and warrant transactions; warrant strike $338.86/share (100% premium).","Notes are senior unsecured, mature Dec 15, 2027, bear 0.5% interest semi-annual."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330560,"accession_number":"0001069183-22-000062","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-12-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Axon proposes $500M convertible notes due 2027; updates risk factor on Illinois grand jury investigation","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M convertible senior notes due 2027 (senior unsecured); underwriters can purchase additional $75M.","Net proceeds for general corporate purposes, including growth and potential acquisitions; also to pay cost of note hedge transactions.","Enters convertible note hedge and warrant transactions to reduce potential dilution upon conversion.","Plans new unsecured revolving credit facility of up to $200M (can increase to $300M).","Updates risk factor: U.S. Attorney's Office Northern District of Illinois grand jury investigation; company found no indication of wrongdoing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330559,"accession_number":"0001069183-22-000053","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q3 revenue $312M (+34% YoY); raises full-year outlook; ARR $403M (+40%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $312M, up 34% YoY; GAAP EPS $0.17, non-GAAP EPS $0.60.","Axon Cloud revenue $95.7M (+51% YoY); ARR $403M (+40%); net revenue retention 120%.","TASER segment revenue $144.9M (+19.3% YoY); 63% of TASER devices sold on subscription.","Adjusted EBITDA $68M (21.7% margin); operating cash flow $41M; free cash flow $26M.","Raised full-year outlook; appointed Brittany Bagley as CFO and CBO in September."],"consensus_eps_estimate":null,"consensus_eps_actual":1.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":853793000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348080,"accession_number":"0001069183-22-000038","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-08-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Axon names Brittany Bagley as CFO and Chief Business Officer, effective Sept 26","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bagley appointed CFO and CBO effective Sept 26, 2022; succeeds interim CFO Jim Zito who returns to SVP Accounting.","Compensation: $450,000 base salary, $450,000 target cash incentive, plus RSU and performance-based equity grants.","Bagley joins from Sonos (CFO); previously at KKR and Goldman Sachs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348079,"accession_number":"0001069183-22-000032","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Axon Q2 revenue up 31% to record $286M; raises full-year outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $286M (+31% YoY); net income $51M ($0.71 EPS); non-GAAP EPS $0.44; adjusted EBITDA $50M.","Annual Recurring Revenue $368M (+41% YoY); future contracted revenue $3.33B; 119% net revenue retention.","Raised full-year 2022 revenue and adjusted EBITDA guidance.","Josh Isner appointed COO (June 2022); Isaiah Fields appointed CLO (July 2022); CFO search ongoing.","Strategic investments: $61M in Q2 including $25M follow-on in Dedrone, $21M minority in Fusus, $15M in DroneSense."],"consensus_eps_estimate":null,"consensus_eps_actual":1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":542039000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":364707,"accession_number":"0001069183-22-000022","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Axon promotes Josh Isner to COO; President Luke Larson takes medical leave","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joshua Isner promoted to COO effective May 26, 2022; previously Chief Revenue Officer since Jan 2018.","President Luke Larson begins medical leave due to serious treatable health issue; Isner assumes his responsibilities.","Interim CFO James Zito's 2022 compensation: $550,000 salary, $100,000 target incentive, $650,000 RSUs, $200,000 PSUs.","CEO Rick Smith said Isner helped build revenue supporting 2022 guidance above $1 billion and >25% annual growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":364706,"accession_number":"0001069183-22-000017","cik":1069183,"company_name":"AXON ENTERPRISE, INC.","ticker":"AXON","form_type":"8-K","filed_at":"2022-05-20T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Axon shareholders approve declassification of board, elect directors, and approve 2022 stock plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment to declassify Board of Directors passed with 53.8M votes for (89% of votes cast).","Director nominees Adriane Brown, Michael Garnreiter, and Hadi Partovi elected; Partovi got 52.2M for (95.8% of votes cast).","Say-on-pay advisory vote approved with 48.8M for (89.4% of votes cast).","Ratification of Grant Thornton LLP as auditor for FY2022 passed with 62.8M for (99.3% of votes cast).","2022 Stock Incentive Plan approved with 35.8M for (65.7% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":31541205455.05352,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-05-20T23:59:59+00:00|364706"}