Highest-materiality recent filing
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 Q4 revenue up 39% to $797M; 2026 outlook 27-30% growth, 2028 target $6B
Q4 revenue $797M (+39% YoY); Software & Services $343M (+40%).
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 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 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%).
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 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 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