{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-053363","form_type":"8-K","ticker":"AXON","cik":"0001069183","company_name":"AXON ENTERPRISE, INC.","filed_at":"2026-08-05T20:12:36+00:00","discovered_at":"2026-08-05T20:14:01.275068+00:00","generated_at":"2026-08-05T20:14:39.495276+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Axon Q2 revenue $904M (+35% YoY); raises FY revenue growth outlook to 32-34%","bullets":["Revenue $904M (+35% YoY); Software & Services $398M (+36%), Connected Devices $507M (+35%).","Net income $29M ($0.36 diluted EPS) vs $36M prior year; non-GAAP net income $155M ($1.88) vs $179M ($2.18).","Adjusted EBITDA $242M (26.8% margin), up >40% YoY; operating cash flow improved to $20M from -$92M.","Annual recurring revenue $1.6B (+39% YoY); net revenue retention 126%; future contracted bookings $15.1B (+41%).","Raises FY2026 revenue growth guidance to 32-34% (from 30-32%); maintains Adjusted EBITDA margin ~25.5%."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-053363","json":"https://secwatch.observer/filing/0001628280-26-053363.json","markdown":"https://secwatch.observer/filing/0001628280-26-053363.md","text":"https://secwatch.observer/filing/0001628280-26-053363.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/0001628280-26-053363-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/axon-20260805.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-05T20:14:39.495276+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"}