secwatch.observer — SEC 8-K summary
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Issuer:     AXON ENTERPRISE, INC. (AXON)
CIK:        0001069183
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001628280-25-048845
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Axon Q3 revenue $711M (+31% YoY), raises FY outlook to ~$2.74B
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- Revenue $711M (+31% YoY); Software & Services $305M (+41%); ARR $1.3B (+41%).
- GAAP net loss $2M ($0.03 loss per share); non-GAAP net income $98M ($1.17 EPS).
- Adjusted EBITDA $177M (24.9% margin), up 22% YoY.
- Full-year revenue outlook raised to ~$2.74B (31% growth) from $2.65-2.73B previously.
- Acquired Prepared, signed agreement for Carbyne; introduced Axon Body Workforce Mini for enterprise.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069183/000162828025048845/0001628280-25-048845-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069183/000162828025048845/axon-20251104.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-048845

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