Highest-materiality recent filing
Axon Q2 revenue $904M (+35% YoY); raises FY revenue growth outlook to 32-34%
Revenue $904M (+35% YoY); Software & Services $398M (+36%), Connected Devices $507M (+35%).
Axon appoints Vivek Mohindra and Eiso Kant to Board of Directors
Mohindra (ex-Dell SVP) and Kant (poolside co-founder/CTO) appointed as independent directors effective July 8, 2026.
Axon shareholders elect all 9 director nominees and approve say-on-pay at 2026 annual meeting
All nine director nominees elected; highest votes for Patrick Smith (60.8M for, 426.9K withheld).
Axon Q1 revenue $807M (+34% YoY), beats; raises FY growth outlook to 30-32%
Revenue $807M, up 34% YoY; net income $169M ($2.05 diluted EPS) vs $88M prior year.
Axon director Matthew McBrady will not stand for re-election at 2026 annual meeting
Matthew McBrady notified Axon board on April 6, 2026, that he will not seek re-election.
Director Julie Anne Cullivan will not stand for re-election at Axon's 2026 annual meeting
Cullivan notified Board on March 5, 2026; will serve until term expires at annual meeting.
Axon Q4 revenue up 39% to $797M; 2026 outlook 27-30% growth, 2028 target $6B
Q4 revenue $797M (+39% YoY); Software & Services $343M (+40%).
Axon redeems and converts all remaining 0.50% convertible senior notes due 2027
Redeemed $840,000 principal of 0.50% convertible notes on Feb 10, 2026 at 100% plus accrued interest.
Axon reports Market Disruption Event during 0.50% convertible notes conversion period
All outstanding 0.50% convertible senior notes due 2027 are being redeemed on Feb 10, 2026 at 100% of principal plus accrued interest.
Axon calls all 0.50% convertible notes due 2027 for redemption on Feb 10, 2026
Redemption of all outstanding 0.50% convertible senior notes due 2027 at 100% of principal plus accrued interest.
Axon closes $196.9M convertible note exchange for cash and 526,802 shares
Holders exchanged $196,854,000 principal of 0.50% convertible notes due 2027 for $196,859,243.77 cash and 526,802 shares.
Axon to exchange ~$177.9M convertible notes for cash and ~468k shares; closing Dec 16
Exchanges approx. $177.9M aggregate principal of 0.50% convertible senior notes due 2027 for cash and shares.
Axon Q3 revenue $711M (+31% YoY), raises FY outlook to ~$2.74B
Revenue $711M (+31% YoY); Software & Services $305M (+41%); ARR $1.3B (+41%).
Axon appoints Todd Morgenfeld to Board, Audit and M&A Committees
Todd Morgenfeld, 53, appointed to Axon Board effective Aug 28, 2025; serves on Audit and M&A Committees.
Axon Q2 revenue $669M (+33% YoY), raises FY25 outlook to $2.65-2.73B
Revenue $669M (+33% YoY); Software & Services $292M (+39%); ARR $1.2B (+39%).
69,939,312 shares voted (89.8% of outstanding) at May 29, 2025 annual meeting.
Axon Q1 revenue $604M (+31%), net income $88M, raises FY guidance; restates prior financials
Q1 revenue $604M (+31% YoY); net income $88M ($1.08 EPS); raises FY revenue outlook to $2.60-2.70B.
Axon closes exchange of $407M convertible notes for cash and 1.04M shares
Exchanged $407,453,000 principal of 0.50% Convertible Senior Notes due 2027.
Axon prices upsized $1.75B senior notes offering: $1B at 6.125% due 2030, $750M at 6.25% due 2033
Upsized to $1.75B total: $1B 6.125% notes due 2030, $750M 6.25% notes due 2033, both priced at 100%.
Axon exchanges $407.5M of convertible notes for cash and ~1.0M shares; close expected March 13
Exchange of ~$407.5M principal of 0.50% convertible notes due 2027 for cash and shares based on VWAP.
Axon proposes $1.5B senior notes offering; amends credit facility
Offering $1.5B aggregate principal of senior notes due 2030 and 2033 in a private exempt offering.
Axon posts Q4 revenue $575M (+34%), full-year $2.1B (+33%); guides FY25 rev $2.55B-$2.65B
Q4 net income $135M ($1.67 diluted EPS); non-GAAP net income $169M ($2.08 diluted EPS).
Axon Q3 revenue $544M (+32% YoY), raises FY outlook to ~$2.07B; Adj. EBITDA margin 26.7%
Revenue $544M (+32% YoY); TASER $222M (+36%), Cloud & Services $203M (+36%), Sensors $120M (+18%).
Axon Q2 revenue $504M (+35% YoY), raises FY outlook to $2.00-$2.05B
Q2 revenue $504M (+34.6% YoY); net income $41M ($0.53 EPS); non-GAAP net income $93M ($1.20 EPS).
Axon shareholders approve equity plans; CEO receives 679K XSUs; officers granted large XSU awards
Shareholders approved Amended 2022 Stock Incentive Plan adding 2,231,811 shares (43.8M for, 16.4M against).
Axon enters new ATM equity distribution agreement for up to 1.95M shares with J.P. Morgan
New distribution agreement allows sale of up to 1,954,450 shares of common stock via J.P. Morgan Securities as agent.
Axon Q1 revenue $461M (+34% YoY); raises FY outlook to $1.94-1.99B; to acquire Dedrone
Q1 revenue $461M (+34% YoY); Axon Cloud & Services revenue $176M (+52% YoY).
Axon board member Mark W. Kroll resigns effective at 2024 annual meeting
Mark W. Kroll, Ph.D. resigns from Axon's Board, effective at the 2024 Annual Shareholders Meeting.
Axon FY2023 revenue $1.56B (+31%), net income $174M; guides FY2024 rev $1.88-1.94B
FY2023 revenue $1.56B (+31% YoY); net income $174M; Adjusted EBITDA $329M.
Axon adopts proxy access and exclusive forum provisions in bylaw amendments
Proxy access allows 3%-owned stockholders (held 3+ years) to nominate up to 2 directors or 20% of board.
Axon extends CEO Patrick Smith's term; $150M XSU grant subject to shareholder approval
Smith enters new employment agreement through 2030; base salary at minimum wage, no bonus or other equity until 2031.
Axon Q3 revenue $414M (+33% YoY), raises FY revenue guidance to ~$1.55B
GAAP net income $59M ($0.78 diluted EPS); non-GAAP net income $78M ($1.02 diluted EPS).
Compensation Committee approved revised packages for Isner and Bagley on Sept 7, 2023, following their promotions.
Axon board adopts annual say-on-pay vote frequency after shareholder advisory vote
Board of Directors determined on Aug 25, 2023 to hold future advisory votes on executive compensation annually.
Axon Q2 revenue up 31% to $375M; raises FY revenue outlook to $1.51-1.53B
Q2 revenue $375M (+31% YoY); Axon Cloud & Services $133M (+62% YoY); ARR $559M (+52% YoY).
Axon promotes Josh Isner to President and Brittany Bagley to COO/CFO
Joshua Isner promoted from COO to President effective June 28, 2023; reports to CEO Rick Smith.
Axon shareholders reject proposal to halt TASER drone development
Proposal to discontinue non-lethal TASER drone system defeated: 46.7M against, 7.4M for.
Axon Q1 revenue $343M (+34% YoY); raises FY2023 outlook to 22% growth
Record Q1 revenue $343M (+34% YoY); Net income $45M ($0.61 diluted EPS); Non-GAAP net income $65M ($0.88).
Axon appoints Erika Ayers, Graham Smith & Jeri Williams to board
Erika Ayers (CEO of Barstool Sports) appointed effective June 1, 2023.
Axon Q4 revenue +54% to $336M; 2022 revenue $1.19B; projects $2B by 2025
Q4 revenue $336M (+54% YoY); full year $1.19B (+38%); GAAP net income $147M; adj. EBITDA $232M.
Axon enters $200M credit agreement with JPMorgan, maturing Dec 2027
$200M senior unsecured multi-currency revolving credit facility; option to increase to $300M.
Axon President Luke Larson returns from medical leave, transitions to strategic advisor by Dec 31
President Luke Larson returns from medical leave effective Dec 31, 2022; becomes strategic advisor.
Axon issues $690M of 0.50% convertible notes due 2027, enters hedge and warrant transactions
$690M aggregate principal amount of 0.50% Convertible Senior Notes due 2027 issued on Dec 9, 2022.
Axon prices $600M 0.5% convertible notes due 2027, upsized from $500M
Principal amount $600M; initial purchasers option for additional $90M.
$500M convertible senior notes due 2027 (senior unsecured); underwriters can purchase additional $75M.
Axon Q3 revenue $312M (+34% YoY); raises full-year outlook; ARR $403M (+40%)
Revenue $312M, up 34% YoY; GAAP EPS $0.17, non-GAAP EPS $0.60.
Axon names Brittany Bagley as CFO and Chief Business Officer, effective Sept 26
Bagley appointed CFO and CBO effective Sept 26, 2022; succeeds interim CFO Jim Zito who returns to SVP Accounting.
Axon Q2 revenue up 31% to record $286M; raises full-year outlook
Q2 revenue $286M (+31% YoY); net income $51M ($0.71 EPS); non-GAAP EPS $0.44; adjusted EBITDA $50M.
Axon promotes Josh Isner to COO; President Luke Larson takes medical leave
Joshua Isner promoted to COO effective May 26, 2022; previously Chief Revenue Officer since Jan 2018.
Amendment to declassify Board of Directors passed with 53.8M votes for (89% of votes cast).
accepted Mark W. Kroll, Ph.D.’s resignation from the Board, effective as of the date of the Company’s 2024 Annual Meeting of Shareholders.
On June 28, 2023, Axon Enterprise, Inc. (the “Company”) promoted Joshua M. Isner to President, effective immediately.
Also on June 28, 2023, the Company promoted Brittany Bagley to Chief Operating Officer and Chief Financial Officer, effective immediately.
Additionally, on March 14, 2023 Erika Ayers was appointed to the Board of Directors of the Company, effective June 1, 2023.
On March 10, 2023, Graham Smith and Jeri Williams were appointed to the Board of Directors of Axon Enterprise, Inc. (the "Company") effective March 16, 2023.
On March 10, 2023, Graham Smith and Jeri Williams were appointed to the Board of Directors of Axon Enterprise, Inc. (the "Company") effective March 16, 2023.
Luke S. Larson, the Company’s President, will be returning from medical leave and effective December 31, 2022 will transition from the role of President to strategic advisor.
Ms. Bagley succeeds Interim Chief Financial Officer James C. Zito. Mr. Zito will continue in his position as Senior Vice President of Accounting.
On August 10, 2022, Axon Enterprise, Inc. (the “Company”) issued a press release announcing the appointment of Brittany Bagley to serve as Chief Financial Officer and Chief Business Officer, effective September 26, 2022.
On May 26, 2022, Axon Enterprise, Inc. (the “Company”) promoted Joshua M. Isner to Chief Operating Officer, effective immediately.
On May 4, 2022, Axon Enterprise, Inc. (the “Company”) announced that Jawad A. Ahsan would be resigning as Chief Financial Officer (“CFO”), effective immediately, to pursue other opportunities.
As of the same date, the Company appointed Jim Zito as interim CFO, effective immediately.
Max materiality 0.90 · Median 0.62 · Most common event earnings