{"schema_version":"secwatch.filing_event.v1","accession":"0001069183-23-000058","form_type":"8-K","ticker":"AXON","cik":"0001069183","company_name":"AXON ENTERPRISE, INC.","filed_at":"2023-11-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.110325+00:00","generated_at":"2026-06-08T13:14:24.749312+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Axon Q3 revenue $414M (+33% YoY), raises FY revenue guidance to ~$1.55B","bullets":["GAAP net income $59M ($0.78 diluted EPS); 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."],"urls":{"canonical":"https://secwatch.observer/filing/0001069183-23-000058","json":"https://secwatch.observer/filing/0001069183-23-000058.json","markdown":"https://secwatch.observer/filing/0001069183-23-000058.md","text":"https://secwatch.observer/filing/0001069183-23-000058.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1069183/000106918323000058/0001069183-23-000058-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1069183/000106918323000058/axon-20231107x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T13:14:24.749312+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":"aa25a9b0150af0064f78138691351007e22b69f0","claim":"AXON ENTERPRISE, INC. reported third quarter of 2023 results: revenue $414 million, net income $59 million. Guidance raised.","evidence_excerpt":"Axon reports Q3 2023 revenue up 33% to $414 million, raises outlook","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1069183/000106918323000058/0001069183-23-000058-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of 2023"},{"label":"Revenue","value":"$414 million"},{"label":"Net income","value":"$59 million"},{"label":"Guidance","value":"raised"},{"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"}