Citable filing context
AXON's research view summarizes recent SEC filing context, starting with earnings from Aug 5, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 5, 2026 | earnings | Axon reported Q2 2026 revenue of $904 million, up 35% year over year, and raised full-year revenue guidance. |
| Jul 10, 2026 | management_change | Axon Enterprise appointed Vivek Mohindra and Eiso Kant to its Board of Directors effective July 8, 2026. |
| Jun 1, 2026 | other | Axon held its 2026 Annual Meeting on May 28, 2026, electing directors and approving executive compensation. |
| Aug 5, 2026 | Guidance: adjusted_ebitda_margin | not reported to not reported |
| Aug 5, 2026 | Guidance: capex | 160.00 to 190.00 |
| Aug 5, 2026 | Guidance: revenue_growth | 32.00 to 34.00 |
| Aug 6, 2026 | mda_quarterly | Axon reported strong growth for the second quarter of 2026, with revenue reaching $904.4 million, a 35.3% increase year-over-year. This performance was driven by a 34.6% rise in the Connected Devices segment—led by robust TASER 10 volume and counter-drone equipment sales—and a 36.2% increase in the Software and Services segment, fueled by higher user adoption and premium feature expansion. While gross margin remained steady at 60.4%, adjusted gross margin compressed slightly to 62.9% from 63.3%, primarily due to a higher mix of professional services and the scaling of new product offerings, partially mitigated by tariff refunds. Operating expenses rose by $94.9 million, reflecting strategic investments in AI initiatives and increased headcount to support long-term growth. Net income was $29.4 million, impacted by a $3.3 million tax provision and fluctuations in strategic investment valuations. Liquidity remains sufficient, with $673.4 million in cash and marketable securities as of June 30, 2026. Cash flow from operations was affected by increased receivables and inventory investments, particularly for TASER 10 and counter-drone hardware. The company continues to prioritize R&D and AI-driven software integration, maintaining a solid financial position to fund operations and potential future acquisitions. |
| May 7, 2026 | mda_quarterly | Axon reported first-quarter 2026 revenues of $807.3 million, a 33.7% increase year-over-year, with operating income improving to $29.2 million from a prior-year loss. Net income reached $169.3 million, significantly bolstered by $196.6 million from strategic investments. Gross margin declined to 59.1% (adjusted 61.6%), pressured by global tariffs, higher professional services costs, and a revenue shift toward Platform Solutions. Growth in the Connected Devices segment (+32.8%) was driven by TASER 10 volume, AB4 body camera adoption, and increased demand for counter-drone equipment and fleet systems. Software and Services revenue rose 34.9% due to user expansion and premium feature adoption. Geographically, international revenue grew to 20% of total sales, led by the EMEA region. Operating expenses increased due to higher headcount and sales commissions. Liquidity decreased, with cash and equivalents ending at $458.9 million following the $549.7 million acquisition of Carbyne and other strategic investments. The company maintains $1.75 billion in outstanding Senior Notes. While the Supreme Court ruled that IEEPA tariffs were unauthorized, Axon has not recorded any recovery benefits as refunds are not considered probable. |
Source: SEC EDGAR filing text and events; period Aug 5, 2026; filed Aug 5, 2026.
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