Axon Enterprise, Inc. reports developments across connected public safety technology, combining TASER conducted energy devices, body-worn and in-car cameras, Axon Evidence cloud software, real-time operations tools, drones and counter-drone products, and training solutions. Company updates commonly cover Software & Services and Connected Devices performance, new AI capabilities such as Axon Assistant and Axon Vision, and product expansion across field devices, emergency response workflows and enterprise security use cases.
Axon news also includes quarterly and annual results, revenue outlooks, conference participation, completed technology acquisitions, and responsible-innovation governance around privacy, transparency, data management and product controls.
Marrero Armor (AXON) fulfilled its first major international order, valued at more than $2.99 million USD, for an international law enforcement agency.
The order includes more than 4,000 armor plates qualified under National Institute of Justice (NIJ) standards. The ballistic protection equipment was designed, tested and manufactured in Scottsdale, Arizona.
Axon (AXON) announced new corrections technology deployments across four states, including expanded camera and connected-system adoption by state agencies.
New York has deployed its connected ecosystem across 42 facilities and 15,000 officers and is testing additional AI tools. Ohio has added TASER devices and is piloting AI tools. Maryland is adopting Body 4 cameras across all 17 facilities after a trial during which staff assaults fell 40% in August versus the same month last year. North Carolina has expanded its technology platform; its Community Supervision department reported an 87% force avoidance rate, with 46 of 53 incidents resolved by show of force alone.
Axon (AXON) priced a $1.0 billion offering of 0% convertible senior notes due 2031, with settlement expected on September 18, 2026, subject to customary conditions.
Underwriters have an option to buy up to an additional $150.0 million of notes for over-allotments, which would increase net proceeds from about $986.0 million to about $1,134.3 million. The notes mature on September 15, 2031, bear no regular interest and are initially convertible at 1.5336 shares per $1,000 principal (conversion price about $652.06 per share). Holders have a repurchase option on March 20, 2031 and upon certain fundamental changes, while Axon can redeem from September 20, 2029 if share-price conditions are met or if less than 10% of the original issue remains.
Axon will spend about $99.9 million (or $114.9 million if the over-allotment is fully exercised) on capped call transactions, which are intended to reduce dilution, with an initial cap price of $1,049.94, 137.5% above the September 15, 2026 closing share price of $442.08.
Axon (AXON) plans to offer $1.0 billion aggregate principal amount of 0% convertible senior notes due 2031 in a registered public offering, with an expected underwriter option for up to an additional $150.0 million to cover over-allotments.
The Notes will be senior, unsecured obligations, bear no regular interest, and have no accretion of principal. They will mature on September 15, 2031, unless earlier converted, redeemed or repurchased, and will be convertible into cash, Axon common stock, or a combination, at Axon’s election, with the initial conversion rate and cap call terms set at pricing. Holders may require repurchase upon certain fundamental changes or on March 20, 2031, at 100% of principal plus any accrued special interest. Axon intends to use part of the net proceeds to pay for capped call transactions and the remainder for general corporate purposes, including potential acquisitions and investments.
Byrna Technologies (BYRN) appointed Matthew McBrady, Ph.D., to its Board of Directors, increasing the Board size from seven to eight members.
McBrady previously served as a long-time board member and advisor at Axon Enterprise (AXON), where he helped guide the company from its early days to a market capitalization exceeding $50 billion. He is currently Chief Financial Officer of GoBrands, the parent of GoPuff, and has nearly 15 years of hedge fund and private equity investing experience. The company describes his operational, financial, investment, brand-building and capital markets expertise as aligned with Byrna’s ongoing board refreshment strategy and its plans for the next phase of growth.
Axon (AXON) reported Q2 2026 revenue of $904 million, up 35% year over year, marking its 10th consecutive quarter of >30% revenue growth. Software & Services revenue rose 36% to $398 million, while Connected Devices revenue grew 35% to $507 million. Annual recurring revenue increased 39% to $1.6 billion and net revenue retention reached 126%. Future contracted bookings grew 41% to $15.1 billion.
The company posted net income of $29 million (3.3% margin) and non-GAAP net income of $155 million, with Adjusted EBITDA of $242 million (26.8% margin, up over 40% year over year). Axon raised its 2026 revenue growth outlook to 32%–34% and maintained its Adjusted EBITDA margin target of about 25.5%. As of June 30, 2026, Axon held $685 million in cash and short-term investments and had a net debt position of $1.1 billion.
Axon (Nasdaq: AXON) will release its second quarter 2026 financial results after market close on August 5, 2026, followed by a live Zoom video webinar at 5:00 p.m. ET, with replay via its investor relations site.
Axon will also participate in the 2026 Goldman Sachs Communacopia + Technology Conference on September 8, the Wolfe Research TMT Conference on September 9, and the Piper Sandler Growth Frontiers Conference on September 15, 2026.
Axon (Nasdaq: AXON) and radar platform company Echodyne announced a partnership to enhance public safety drone operations for law enforcement, homeland security, and Drone as First Responder (DFR) programs in the U.S. and globally.
The collaboration integrates Echodyne’s MESA radar with Axon Air and Dedrone solutions to improve low-altitude airspace awareness, helping agencies manage authorized drone missions and detect unauthorized or malicious drones, with hundreds of DFR operations already supported daily and more deployments planned.
Axon (NASDAQ:AXON) reported Q1 2026 revenue of $807 million, up 34% year over year, driven by Software & Services ($355 million, +35%) and Connected Devices ($453 million, +33%).
Non-GAAP net income was $133 million; GAAP net income was $169 million. Adjusted EBITDA was $202 million (25.0%). Company raised full-year revenue outlook to 30%–32% growth and reiterated ~25.5% Adjusted EBITDA margin, while expecting >$600 million operating cash flow and ~ $450 million free cash flow for 2026.
Axon (Nasdaq: AXON) will report first quarter 2026 financial results after market close on May 6, 2026 and host a live Zoom webinar at 5:00 p.m. ET the same day with Q&A. A replay will be archived on Axon's investor relations website.
The company also listed participation at multiple investor conferences in May–June 2026, with webcasts available if applicable.