---
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"
generated_at: "2026-06-18T20:49:35.112822+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Axon Q4 revenue +54% to $336M; 2022 revenue $1.19B; projects $2B by 2025

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001069183-23-000004
- JSON: https://secwatch.observer/filing/0001069183-23-000004.json
- Plain text: https://secwatch.observer/filing/0001069183-23-000004.txt

## Key facts
- Earnings Releases
  AXON ENTERPRISE, INC. reported financial results for fourth quarter of 2022.
  - Period: fourth quarter of 2022
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1069183/000106918323000004/0001069183-23-000004-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.