---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-031285"
form_type: "8-K"
ticker: "AXON"
cik: "0001069183"
company_name: "AXON ENTERPRISE, INC."
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:27:26.695722+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Axon Q1 revenue $807M (+34% YoY), beats; raises FY growth outlook to 30-32%

## Summary
- Revenue $807M, up 34% YoY; net income $169M ($2.05 diluted EPS) vs $88M prior year.
- Software & Services revenue $355M (+35%); ARR $1.5B (+35%); net revenue retention 125%.
- Adjusted EBITDA $202M (25% margin); non-GAAP net income $133M ($1.61 diluted EPS).
- FY revenue growth outlook raised to 30-32% from 27-30%; maintains 25.5% Adj. EBITDA margin.
- AI products revenue up >700% YoY; counter-drone revenue up >300%; Q1 operating cash outflow $32M.

## SEC filing metadata
- accession: 0001628280-26-031285
- form_type: 8-K
- ticker: AXON
- cik: 0001069183
- company_name: AXON ENTERPRISE, INC.
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1069183/000162828026031285/0001628280-26-031285-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1069183/000162828026031285/axon-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-031285
- JSON: https://secwatch.observer/filing/0001628280-26-031285.json
- Plain text: https://secwatch.observer/filing/0001628280-26-031285.txt

## Source-grounded claims
- claim_id: 1fbe0a24942f54f1186e16d823c109a01b19e48c
  claim: AXON ENTERPRISE, INC. reported Q1 2026 results: revenue $807 million, net income $169 million. Guidance raised.
  evidence_excerpt: Axon reports Q1 2026 revenue of $807 million, up 34% year over year
  evidence_url: https://www.sec.gov/Archives/edgar/data/1069183/000162828026031285/0001628280-26-031285-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.