Every 8-K that Axon Enterprise (AXON) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AXON and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AXON filings page.
Axon Enterprise reported Q2 2026 revenue of $904 million, up 35% year over year, its 10th consecutive quarter above 30% growth. Software & Services revenue rose 36% to $398 million and Connected Devices grew 35% to $507 million. Adjusted EBITDA was $242 million, a 26.8% margin, while GAAP net income was $29 million.
Annual recurring revenue grew 39% to $1.6 billion and net revenue retention reached 126%, with future contracted bookings up 41% to $15.1 billion. Operating cash flow improved to $20 million, though GAAP net income and non-GAAP net income declined versus a prior-year tax-benefit period. Cash and investments totaled $685 million against $1.8 billion of senior notes.
For 2026, Axon raised its full‑year revenue growth outlook to 32%–34% and reiterated an Adjusted EBITDA margin target of about 25.5%. Management also projects 2026 stock‑based compensation of $590 million–$620 million and capital expenditures of $160 million–$190 million.
Axon Enterprise, Inc. appointed Vivek Mohindra and Eiso Kant to its Board of Directors effective July 8, 2026, each as an independent director with initial terms expiring at the 2027 annual meeting of stockholders. Mohindra will serve on the Audit Committee and Compensation Committee, and Kant will act as a non-voting observer of the Mergers & Acquisitions and Capital Structure Committee.
Each will receive an initial restricted stock unit award valued at $260,000, vesting in three equal annual installments, plus annual restricted stock unit awards of $260,000, vesting by the next annual meeting. Each will also receive annual cash compensation of $40,000, with Mohindra receiving additional annual cash retainers of $10,000 for Audit Committee service and $7,500 for Compensation Committee service. Axon has entered into indemnification agreements with both directors and states there are no related-party arrangements requiring disclosure.
Axon Enterprise, Inc. reported results of its 2026 Annual Meeting of Shareholders. A total of 72,920,923 common shares were voted, representing approximately 90.5% of the 80,572,201 shares outstanding as of the March 31, 2026 record date. Shareholders elected nine directors to one-year terms, with each nominee receiving at least about 55.8 million votes in favor. They approved on an advisory basis the compensation of the named executive officers and ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accountant for fiscal year 2026, with 72,672,121 votes in favor.
Axon Enterprise reported strong Q1 2026 results, with revenue of $807 million, up 34% year over year, and record demand across TASER devices, cameras, software and counter-drone products. Net income rose to $169 million, a 21% margin, while Adjusted EBITDA reached $202 million, a 25% margin.
Software & Services revenue grew 35% to $355 million and Connected Devices rose 33% to $453 million. Annual recurring revenue climbed 35% to $1.5 billion and net revenue retention was 125%, reflecting expansion with existing customers.
Management raised full-year 2026 revenue growth guidance to 30%–32% and reiterated an Adjusted EBITDA margin target of 25.5%. The quarter included significant investment in AI-powered products and Dedrone, contributing to a free cash outflow of $55 million but supporting long-term growth initiatives.
Axon Enterprise, Inc. reports that director Matthew McBrady has informed the Board that he will not stand for re-election at the Company’s 2026 Annual Meeting of Shareholders. He will continue serving as a director until his term expires at the meeting.
The Company states that Mr. McBrady’s decision is not due to any disagreement with Axon regarding its operations, policies, or practices. The Board expresses appreciation for his commitment, leadership, and contributions to the Company’s growth during his years of service.
Axon Enterprise, Inc. reported that director Julie Anne Cullivan has informed the Board that she will not stand for re-election at the company’s 2026 Annual Meeting of Shareholders. She will continue to serve as a director until her current term expires at that meeting.
The company states that Ms. Cullivan’s decision is not due to any disagreement with Axon regarding its operations, policies, or practices. The Board expressed strong appreciation for her commitment, leadership, and contributions to Axon’s growth and progress during her years of service.
Axon Enterprise, Inc. reported strong growth for Q4 and full-year 2025 and shared new multi‑year targets. Q4 revenue reached $797. million, up 39% year over year, driven by Connected Devices and 40% growth in Software & Services. Q4 net income was $3 million, while non‑GAAP net income was $178 million and Adjusted EBITDA was $206 million with a 25.9% margin.
For 2025, Axon delivered $2.8 billion in revenue, up 33%, with a 4.5% net income margin and 25.5% Adjusted EBITDA margin. Annual recurring revenue climbed to $1.3 billion, up 35%, and future contracted bookings reached $14.4 billion, up 43%. Management guides 2026 revenue growth of 27%–30% with a 25.5% Adjusted EBITDA margin and targets $6 billion revenue and a 28% Adjusted EBITDA margin in 2028, reflecting confidence in its AI‑driven public safety ecosystem.
Axon Enterprise, Inc. reports that it has eliminated all of its 0.50% convertible senior notes due 2027. The company redeemed $840,000 aggregate principal amount of these notes on February 10, 2026 for cash at 100% of principal plus accrued interest.
On February 11, 2026, Axon settled conversions of an additional $80,270,000 aggregate principal amount of notes, delivering approximately $80.3 million in cash and 211,870 shares. In connection with these conversions, Axon received 41,139 shares from option counterparties under its convertible note hedges. After these redemptions and conversions, no 0.50% convertible senior notes due 2027 remain outstanding.
Axon Enterprise, Inc. provides an update on its previously announced plan to redeem its 0.50% convertible senior notes due 2027. The company has elected to redeem all outstanding notes on February 10, 2026 at 100% of principal plus accrued and unpaid interest to, but excluding, the redemption date.
Noteholders may instead convert their notes into a combination of cash and Axon common stock until the close of business on February 6, 2026. Axon will pay cash up to the principal amount and deliver shares for any conversion value above principal. Settlement amounts will be based on a 30-trading-day observation period that began on December 24, 2025 and, due to a market disruption on January 29, 2026, is expected to run through February 9, 2026, excluding January 29. Axon expects to deliver settlement amounts to converting holders on February 11, 2026.
Axon Enterprise, Inc. has given formal notice that it will redeem all of its outstanding 0.50% convertible senior notes due 2027 on February 10, 2026. The notes will be redeemed at 100% of their principal amount, plus accrued and unpaid interest up to, but excluding, the redemption date.
Noteholders are allowed to convert their notes into a mix of cash and Axon common stock at any time until the close of business on February 6, 2026. Axon will pay cash for up to the principal amount (including any cash in place of fractional shares) and will deliver shares of common stock for any conversion value above principal. The final settlement amounts for conversions will be calculated over a 30 trading day observation period from December 24, 2025 through February 6, 2026, and paid or delivered on February 10, 2026.
Axon Enterprise, Inc. updated a prior report to detail the closing of separate, privately negotiated exchange transactions with certain holders of its 0.50% Convertible Senior Notes due 2027. On December 16, 2025, holders exchanged $196,854,000 in aggregate principal amount of these notes for a combination of $196,859,243.77 in cash, which included accrued interest and cash in lieu of fractional shares, and 526,802 shares of Axon common stock. The update clarifies the total amount of notes included, reflecting an additional $19,000,000 principal amount from an exchange agreement entered into on December 15, 2025.
Axon Enterprise, Inc. furnished an 8-K announcing it issued a shareholder letter with financial results for the quarter ended September 30, 2025. The letter is provided as Exhibit 99.1 and the Item 2.02 information is furnished, not filed, under the Exchange Act.
Axon Enterprise, Inc. disclosed biographical details for Todd Morgenfeld, a new director-level disclosure included in an 8-K. Mr. Morgenfeld, age 53, currently serves on the boards of AppLovin Corporation (since 2023) and Urban Outfitters, Inc. (since 2019). His corporate finance experience includes roles as Chief Financial Officer and CFO/COO at Pinterest from 2016 to 2023, Vice President of Finance at Twitter (2015–2016), and senior finance roles at Hewlett-Packard (2013–2015). Earlier career highlights include investment partner at Silver Lake Partners and Associate at Goldman Sachs. He graduated first in his class with a B.S. from West Point and holds an M.B.A. from Stanford GSB.