secwatch.observer — SEC 8-K summary
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Issuer:     AXON ENTERPRISE, INC. (AXON)
CIK:        0001069183
Form:       8-K
Filed at:   2024-11-07T23:59:59+00:00
Accession:  0001069183-24-000055
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Axon Q3 revenue $544M (+32% YoY), raises FY outlook to ~$2.07B; Adj. EBITDA margin 26.7%
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- Revenue $544M (+32% YoY); TASER $222M (+36%), Cloud & Services $203M (+36%), Sensors $120M (+18%).
- Net income $67M ($0.86 diluted EPS); non-GAAP net income $113M ($1.45 EPS); Adj. EBITDA $145M (26.7% margin, highest in 3+ years).
- Raises full-year revenue outlook to ~$2.07B (32% growth); Q4 revenue guidance $560-570M.
- Annual recurring revenue $885M (+36%); net revenue retention 123%.
- Introduces AI Era Plan subscription; closes Dedrone acquisition; FAA BVLOS waiver for Campbell PD DFR program.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069183/000106918324000055/0001069183-24-000055-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069183/000106918324000055/axon-20241107.htm
  HTML page:      https://secwatch.observer/filing/0001069183-24-000055

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