---
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"
generated_at: "2026-06-08T13:14:24.749312+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Axon Q3 revenue $414M (+33% YoY), raises FY revenue guidance to ~$1.55B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001069183-23-000058
- JSON: https://secwatch.observer/filing/0001069183-23-000058.json
- Plain text: https://secwatch.observer/filing/0001069183-23-000058.txt

## Key facts
- Earnings Releases
  AXON ENTERPRISE, INC. reported third quarter of 2023 results: revenue $414 million, net income $59 million. Guidance raised.
  - Period: third quarter of 2023
  - Revenue: $414 million
  - Net income: $59 million
  - Guidance: raised
  - Result: reported results
  source text: Axon reports Q3 2023 revenue up 33% to $414 million, raises outlook
  evidence_url: https://www.sec.gov/Archives/edgar/data/1069183/000106918323000058/0001069183-23-000058-index.htm

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