secwatch.observer — SEC 8-K summary
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Issuer:     AXON ENTERPRISE, INC. (AXON)
CIK:        0001069183
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001628280-26-031285
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069183/000162828026031285/0001628280-26-031285-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069183/000162828026031285/axon-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-031285

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