secwatch.observer — SEC 8-K summary
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Issuer:     AXON ENTERPRISE, INC. (AXON)
CIK:        0001069183
Form:       8-K
Filed at:   2026-08-05T20:12:36+00:00
Accession:  0001628280-26-053363
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Axon Q2 revenue $904M (+35% YoY); raises FY revenue growth outlook to 32-34%
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/0001628280-26-053363-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/axon-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-053363

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