{"schema_version":"secwatch.filing_event.v1","accession":"0001069183-25-000074","form_type":"8-K","ticker":"AXON","cik":"0001069183","company_name":"AXON ENTERPRISE, INC.","filed_at":"2025-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:47.402914+00:00","generated_at":"2026-05-22T06:50:17.501814+00:00","sec_items":["2.02","4.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Axon Q1 revenue $604M (+31%), net income $88M, raises FY guidance; restates prior financials","bullets":["Q1 revenue $604M (+31% YoY); net income $88M ($1.08 EPS); raises FY revenue outlook to $2.60-2.70B.","Software & Services revenue $263M (+39% YoY); ARR $1.1B (+34% YoY, net retention 123%).","Restatement: $690M convertible notes misclassified as long-term; should be current liabilities. No impact on totals.","Additional material weakness in ICFR due to inadequate monitoring of conversion provisions; prior financials no longer reliable.","Adjusted EBITDA $155M (25.7% margin); operating cash flow $26M; net cash $171M."],"urls":{"canonical":"https://secwatch.observer/filing/0001069183-25-000074","json":"https://secwatch.observer/filing/0001069183-25-000074.json","markdown":"https://secwatch.observer/filing/0001069183-25-000074.md","text":"https://secwatch.observer/filing/0001069183-25-000074.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1069183/000106918325000074/0001069183-25-000074-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1069183/000106918325000074/axon-20250501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T06:50:17.501814+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}