Highest-materiality recent filing
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.
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.
Max materiality 0.85 · Median 0.65 · Most common event earnings