{"schema_version":"secwatch.filing_event.v1","accession":"0001069183-23-000004","form_type":"8-K","ticker":"AXON","cik":"0001069183","company_name":"AXON ENTERPRISE, INC.","filed_at":"2023-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:43.765049+00:00","generated_at":"2026-06-18T20:49:35.112822+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Axon Q4 revenue +54% to $336M; 2022 revenue $1.19B; projects $2B by 2025","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001069183-23-000004","json":"https://secwatch.observer/filing/0001069183-23-000004.json","markdown":"https://secwatch.observer/filing/0001069183-23-000004.md","text":"https://secwatch.observer/filing/0001069183-23-000004.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1069183/000106918323000004/0001069183-23-000004-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1069183/000106918323000004/axon-20230228x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T20:49:35.112822+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e2aaaa4fbab2563d40bee9693340953229b249ec","claim":"AXON ENTERPRISE, INC. reported financial results for fourth quarter of 2022.","evidence_excerpt":"On February 28, 2023, Axon Enterprise, Inc. (the \"Company\" or \"Axon\"), issued a shareholder letter regarding the Company’s financial results for its fourth quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1069183/000106918323000004/0001069183-23-000004-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of 2022"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}