secwatch / observer

AXON ENTERPRISE, INC. — fact timeline

Source-grounded facts extracted from AXON ENTERPRISE, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

AXON AXON ENTERPRISE, INC. JSON
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2026-05-28 meeting.

“Proposal No. 3 — Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accountant for fiscal year 2026 was approved by the votes indicated below. There were no broker non-votes on this proposal. FOR AGAINST ABSTAIN BROKER NON-VOTES 72,672,121 180,664 68,138 —”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Advisory Vote to Approve the Compensation of the Company’s Named Executive Officers (Say-on-Pay) at the 2026-05-28 meeting.

“Proposal No. 2 — Advisory Vote to Approve the Compensation of the Company’s Named Executive Officers ( “ Say-on-Pay ” ) The non-binding advisory vote to approve the compensation of the Company’s named executive officers was approved as follows: FOR AGAINST ABSTAIN BROKER NON-VOTES 54,903,698 6,239,017 112,972 11,665,236”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Election of Directors at the 2026-05-28 meeting.

“Proposal No. 1 — Election of Directors The following nominees were elected directors for a term of one year (and until their successors are elected and qualified) by the votes indicated below. FOR AGAINST WITHHELD BROKER NON-VOTES Erika Ayers Badan 59,669,730 1,432,362 153,595 11,665,236 Adriane Brown 58,603,305 2,546,635 105,747 11,665,236 Michael Garnreiter 55,842,712 5,137,861 275,114 11,665,236 Caitlin Kalinowski 60,226,957 927,974 100,756 11,665,236 Todd Morgenfeld 60,438,825 707,643 109,219 11,665,236 Hadi Partovi 58,038,102 3,113,363 104,222 11,665,236 Graham Smith 59,628,781 1,554,426 72,480 11,665,236 Patrick Smith 60,766,401 426,910 62,376 11,665,236 Jeri Williams 60,213,464 938,146 104,077 11,665,236”
Earnings Releases

AXON ENTERPRISE, INC. reported Q1 2026 results: revenue $807 million, net income $169 million. Guidance raised.

“Axon reports Q1 2026 revenue of $807 million, up 34% year over year”
Material Agreements

AXON ENTERPRISE, INC. entered into Distribution Agreement with J.P. Morgan Securities LLC valued at up to 1,954,450 shares of common stock (effective 2024-05-13).

“On May 13, 2024, the Company entered into a new distribution agreement (the “Distribution Agreement”) with J.P. Morgan Securities LLC (the “Agent”) specifically for those 1,954,450 unsold shares that the Company has carried over and registered under Post-Effective Amendment No. 1 filed April 19, 2024 to the Registration Statement on Form S-3 (File No. 333-277559) originally filed on March 1, 2024.”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2024-05-10 meeting.

“Proposal No. 6 — Ratification of Appointment of Independent Registered Public Accounting Firm The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accountant for fiscal year 2024 was approved by the votes indicated below.”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Advisory Vote to Approve the Compensation of the Company's Named Executive Officers at the 2024-05-10 meeting.

“Proposal No. 5 — Advisory Vote to Approve the Compensation of the Company’s Named Executive Officers ("Say-on-Pay") The non-binding advisory vote to approve the compensation of the Company’s named executive officers was approved as follows:”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Approval of the Company's 2024 CEO Performance Award at the 2024-05-10 meeting.

“Proposal No. 4 — Approval of the Company’s 2024 CEO Performance Award The Company’s 2024 CEO Performance Award was approved as follows:”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Approval of the Company's 2024 eXponential Stock Plan at the 2024-05-10 meeting.

“Proposal No. 3 — Approval of the Company’s 2024 eXponential Stock Plan The Company’s 2024 eXponential Stock Plan was approved as follows:”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Approval of the Company's Amended and Restated 2022 Stock Incentive Plan at the 2024-05-10 meeting.

“Proposal No. 2 — Approval of the Company’s Amended and Restated 2022 Stock Incentive Plan The Company’s Amended and Restated 2022 Stock Incentive Plan was approved as follows:”
Shareholder Votes

AXON ENTERPRISE, INC. shareholders approved Election of Directors at the 2024-05-10 meeting.

“The following nominees were elected directors for a term of one year (and until their successors are elected and qualified) by the votes indicated below.”

Mark W. Kroll resigned as Director at AXON ENTERPRISE, INC..

“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.”
Earnings Releases

AXON ENTERPRISE, INC. reported Full Year 2024 results: revenue $1.88 billion to $1.94 billion. Guidance initiated.

“Company projects Full Year 2024 revenue of $1.88 billion to $1.94 billion, representing 20% to 24% annual growth”
Earnings Releases

AXON ENTERPRISE, INC. reported fourth quarter and fiscal year ended December 31, 2023 results: revenue $1.56 billion, net income $174 million. Guidance raised.

“IR@axon.com ​ Axon 2023 Revenue Grows 31% to $1.56 Billion ​ ● Axon Cloud and Services revenue grows 52% to $561 million ● Annual recurring revenue grows 47% to $697 million ● Annual net income of $174 million supports Adjusted EBITDA of $329 million ● Company projects Full Year 2024 revenue of $1.88 billion to $1.94 billion, representing 20% to 24% annual growth ​ Fellow shareholders, ​ Axon is delighted to deliver another year of record company performance, fueled by product innovation, partnership with our customers and strong industry trends.”
Auditor Changes

AXON ENTERPRISE, INC. dismissed Grant Thornton LLP as its auditor.

“the Audit Committee approved the dismissal of Grant Thornton LLP (“Grant Thornton”) as the Company’s independent registered public accounting firm, effective immediately following completion of their engagement for the year ended December 31, 2023”
Auditor Changes

AXON ENTERPRISE, INC. engaged PricewaterhouseCoopers LLP as its auditor.

“the Audit Committee approved the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm, effective following the filing of the Company's Annual Report on Form 10-K for the year ended December 31, 2023”
Governance Changes

AXON ENTERPRISE, INC.: Amended bylaws to add proxy access, update universal proxy rules, adjust nomination deadlines, add forum selection clauses, and make other administrative changes (effective 2023-12-20).

“On December 20, 2023, the Board of Directors (the "Board") of Axon Enterprise, Inc. (the "Company" or "Axon") adopted and approved amendments (the "Amendments") to the Company's bylaws (the "Bylaws"), which became effective immediately.”
Earnings Releases

AXON ENTERPRISE, INC. reported third quarter of 2023 results: revenue $414 million, net income $59 million. Guidance raised.

“Axon reports Q3 2023 revenue up 33% to $414 million, raises outlook”

Brittany Bagley changed role as Chief Operating Officer and Chief Financial Officer at AXON ENTERPRISE, INC..

“Also on June 28, 2023, the Company promoted Brittany Bagley to Chief Operating Officer and Chief Financial Officer, effective immediately.”

Joshua M. Isner changed role as President at AXON ENTERPRISE, INC..

“On June 28, 2023, Axon Enterprise, Inc. (the “Company”) promoted Joshua M. Isner to President, effective immediately.”
Earnings Releases

AXON ENTERPRISE, INC. reported full year 2023 results: revenue 22% revenue growth. Guidance raised.

“● Raises full year outlook to 22% revenue growth, maintains 20% Adjusted EBITDA margin”
Earnings Releases

AXON ENTERPRISE, INC. reported Q1 2023 results: revenue $343 million, net income $45 million.

“Axon reports Q1 2023 revenue of $343 million, up 34% YOY, raises outlook ● Axon Cloud revenue of $116 million up 51% year over year ● Annual Recurring Revenue grows 49% to $520 million ● Net income of $45 million supports Adjusted EBITDA of $65 million”

Jeri Williams was appointed as Director at AXON ENTERPRISE, INC..

“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.”

Graham Smith was appointed as Director at AXON ENTERPRISE, INC..

“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.”

Erika Ayers was appointed as Director at AXON ENTERPRISE, INC..

“Additionally, on March 14, 2023 Erika Ayers was appointed to the Board of Directors of the Company, effective June 1, 2023.”
Earnings Releases

AXON ENTERPRISE, INC. reported financial results for fourth quarter of 2022.

“On February 28, 2023, Axon Enterprise, Inc. (the "Company" or "Axon"), issued a shareholder letter regarding the Company’s financial results for its fourth quarter of 2022.”
Debt Financings

AXON ENTERPRISE, INC. incurred revolving credit of $200 million with JPMorgan Chase Bank, N.A. maturing December 15, 2027.

“On December 15, 2022, Axon Enterprise, Inc. (the “ Company ”), entered into a Credit Agreement (the “ Credit Agreement ”) with JPMorgan Chase Bank, N.A., as administrative agent, and the lenders party thereto (the “ Lenders ”, and each a “ Lender ”). The Credit Agreement provides for a senior unsecured multi-currency revolving credit facility in an aggregate principal amount of up to $200 million”
Material Agreements

AXON ENTERPRISE, INC. entered into Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent, and the lenders party thereto valued at up to $200 million (effective 2022-12-15).

“On December 15, 2022, Axon Enterprise, Inc. (the “ Company ”), entered into a Credit Agreement (the “ Credit Agreement ”) with JPMorgan Chase Bank, N.A., as administrative agent, and the lenders party thereto (the “ Lenders ”, and each a “ Lender ”). The Credit Agreement provides for a senior unsecured multi-currency revolving credit facility in an aggregate principal amount of up to $200 million,”

Luke S. Larson changed role as President at AXON ENTERPRISE, INC..

“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.”
Debt Financings

AXON ENTERPRISE, INC. incurred convertible notes of $690 million aggregate principal amount with U.S. Bank Trust Company, National Association, as trustee at 0.50% per year maturing December 15, 2027.

“On December 9, 2022, Axon Enterprise, Inc. (the “Company”) issued and sold $690 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2027 (the “Notes”), which amount includes $90 million aggregate principal amount of Notes sold pursuant to the initial purchasers’ (the “Initial Purchasers”) full exercise of their option to purchase additional Notes.”
Material Agreements

AXON ENTERPRISE, INC. entered into Indenture with U.S. Bank Trust Company, National Association valued at $690 million aggregate principal amount (effective 2022-12-09).

“On December 9, 2022, Axon Enterprise, Inc. (the “Company”) issued and sold $690 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2027 (the “Notes”), which amount includes $90 million aggregate principal amount of Notes sold pursuant to the initial purchasers’ (the “Initial Purchasers”) full exercise of their option to purchase additional Notes. The Notes were issued pursuant to an indenture (the “Indenture”), dated as of December 9, 2022, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).”
Earnings Releases

AXON ENTERPRISE, INC. reported Q3 2022 results: revenue $312 million, net income $12 million, EPS $0.17. Guidance raised.

“Axon Reports Record Q3 2022 Revenue of $312 Million, Up 34% YOY, Raises Full-Year Outlook ● SaaS strength drives Axon Cloud revenue growth of 51%; Annual Recurring Revenue of $403 million, up 40% YOY ● EPS of $0.17, Non-GAAP EPS of $0.60, Adjusted EBITDA of $68 million at 21.7% margin”

James C. Zito changed role as Senior Vice President of Accounting at AXON ENTERPRISE, INC..

“Ms. Bagley succeeds Interim Chief Financial Officer James C. Zito. Mr. Zito will continue in his position as Senior Vice President of Accounting.”

Brittany Bagley was appointed as Chief Financial Officer and Chief Business Officer at AXON ENTERPRISE, INC..

“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.”

Joshua M. Isner changed role as Chief Operating Officer at AXON ENTERPRISE, INC..

“On May 26, 2022, Axon Enterprise, Inc. (the “Company”) promoted Joshua M. Isner to Chief Operating Officer, effective immediately.”

Jim Zito was appointed as Interim Chief Financial Officer at AXON ENTERPRISE, INC..

“As of the same date, the Company appointed Jim Zito as interim CFO, effective immediately.”

Jawad A. Ahsan departed as Chief Financial Officer at AXON ENTERPRISE, INC..

“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.”

Richard H. Carmona resigned as Director at AXON ENTERPRISE, INC..

“On January 25, 2022, the Board of Directors of Axon Enterprise, Inc. (“Axon” or the “Company”) accepted the resignation of Dr. Richard H. Carmona for his retirement from the Axon Board effective the date of Axon’s next annual shareholder meeting, which is expected to occur in late May 2022.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.