secwatch.observer — SEC 8-K summary
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Issuer:     AXON ENTERPRISE, INC. (AXON)
CIK:        0001069183
Form:       8-K
Filed at:   2023-11-07T23:59:59+00:00
Accession:  0001069183-23-000058
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069183/000106918323000058/0001069183-23-000058-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069183/000106918323000058/axon-20231107x8k.htm
  HTML page:      https://secwatch.observer/filing/0001069183-23-000058

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer