secwatch.observer — SEC 8-K summary
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Issuer:     AXON ENTERPRISE, INC. (AXON)
CIK:        0001069183
Form:       8-K
Filed at:   2025-08-04T23:59:59+00:00
Accession:  0001069183-25-000176
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Axon Q2 revenue $669M (+33% YoY), raises FY25 outlook to $2.65-2.73B
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- Revenue $669M (+33% YoY); Software & Services $292M (+39%); ARR $1.2B (+39%).
- Net income $36M ($0.44 diluted); non-GAAP net income $174M ($2.12).
- Adjusted EBITDA $172M (25.7% margin), +37% YoY; guides FY25 Adj. EBITDA $665-685M.
- Raises FY25 revenue guidance to $2.65-2.73B (prev $2.60-2.70B); midpoint ~29% growth.
- Connected Devices $376M (+29%); TASER 10 & Axon Body 4 demand strong; net retention 124%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069183/000106918325000176/0001069183-25-000176-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069183/000106918325000176/axon-20250804.htm
  HTML page:      https://secwatch.observer/filing/0001069183-25-000176

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