Welcome to our dedicated page for Axon Enterprise SEC filings (Ticker: AXON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Axon Enterprise's SEC filings reveal how its business model splits between one-time hardware sales and recurring subscription revenue from Evidence.com cloud services. The company's 10-K annual reports break down revenue by product category, showing the growing contribution of software subscriptions compared to traditional conducted electrical weapon sales. These segment disclosures help you understand whether Axon operates primarily as a hardware manufacturer or an increasingly software-focused company.
Quarterly 10-Q filings track the subscription backlog, which represents contracted future revenue from multi-year evidence management agreements with law enforcement agencies. This metric signals the stability of Axon's recurring revenue base and the stickiness of its platform once agencies adopt the integrated ecosystem. The filings also disclose research and development spending focused on artificial intelligence applications for automated video processing and evidence categorization.
Form 4 insider transaction filings show when executives and board members buy or sell AXON shares, providing insight into insider confidence during periods of contract wins, product launches, or regulatory developments affecting the law enforcement technology market. Material events captured in 8-K filings include major agency contract awards, acquisition announcements, and strategic partnerships that expand Axon's addressable market beyond traditional policing into corrections, corporate security, and international law enforcement.
Our AI assistance highlights revenue segment breakdowns instantly, extracts subscription metrics from dense financial footnotes, and tracks how deferred revenue and contract liabilities evolve quarter-over-quarter as agencies sign and renew agreements.
Axon Enterprise, Inc. officer reports equity award vesting and tax withholding transactions. The company’s Chief Accounting Officer acquired 3,906 shares of Axon common stock on 11/13/2025 at a stated price of $0, reflecting performance-based restricted stock units from a 2023 grant under the 2024 eXponential Stock Plan, for which the third tranche performance conditions were certified on that date. On the same day, 2,277 shares were disposed of at $557.29 per share, representing shares withheld to cover the reporting person’s tax liability from vesting. After these transactions, the officer directly owned 16,632 shares of Axon common stock. The vested tranche is scheduled to fully vest on June 1, 2026, subject to continued employment, and the delivered shares will be subject to a minimum holding period until the earlier of December 31, 2030 or the vesting of a subsequent tranche, excluding shares used to cover taxes.
Axon Enterprise, Inc. reported an equity award event for its COO & CFO, Brittany Bagley. On 11/13/2025, she acquired 30,560 shares of Axon common stock at a price of $0, reflecting the certification of performance conditions for the third tranche of performance-based restricted stock units (XSUs) granted on December 22, 2023 under the Axon Enterprise, Inc. 2024 eXponential Stock Plan. These XSUs relate to a tranche whose performance goals were certified as achieved by the Compensation Committee on that date. After this transaction, she beneficially owns 121,652 shares of common stock directly. The tranche is scheduled to vest on June 1, 2026, subject to continued employment, and the shares delivered will be subject to a minimum holding period until the earlier of December 31, 2030 or the vesting of a subsequent XSU tranche, excluding shares used to cover taxes.
Axon Enterprise (AXON) insider transaction: On 11/10/2025, an officer serving as COO & CFO reported a sale of common stock under Form 4. The filing lists a disposition of 2,500 shares at $610 per share (transaction code “S”).
Following the sale, the insider beneficially owned 91,092 shares, held directly. The filing was made by one reporting person.
Axon Enterprise (AXON) disclosed that its Chief Executive Officer and Director sold 10,000 shares of common stock on 11/07/2025 in multiple transactions executed under a Rule 10b5-1 trading plan adopted on May 12, 2025. The trades were reported across price tranches, with individual weighted-average sale prices noted, ranging from $579.4601 to $610.58. Following these sales, the reporting person beneficially owns 3,023,982 shares, held directly.
Axon Enterprise (AXON) filed its Q3 2025 10‑Q, reporting net sales of $710,641,000, up from $544,274,000 a year ago. Services contributed $305,242,000, while Connected Devices delivered $405,399,000, led by TASER at $237,950,000. Gross margin was $427,348,000, but higher operating expenses resulted in an operating loss of $2,129,000. Interest expense increased to $28,912,000, and the quarter closed with a net loss of $2,186,000 (basic and diluted $(0.03) per share).
Axon strengthened liquidity, ending with cash and cash equivalents of $1,423,871,000 and short‑term investments of $952,786,000. Financing activity was significant: the company issued $1,750,000,000 in new notes, generated $362,241,000 of net proceeds from an equity offering, and repurchased a portion of its 2027 convertible notes, reducing that principal to $282,528,000. Deferred revenue totaled $1,003,606,000.
The backlog remains sizable, with approximately $8.1 billion in remaining performance obligations, of which the company expects to recognize about “20% - 25%” over the next 12 months. Shares outstanding were 78,910,466 as of October 31, 2025.
Axon Enterprise (AXON) Chief Revenue Officer reported equity transactions tied to performance-based restricted stock units under the 2024 eXponential Stock Plan. On 08/28/2025, 31,620 shares were acquired at $0 upon certification that the first and second tranches met performance conditions, bringing beneficial ownership to 50,318 shares.
On 10/31/2025, 5,850 shares were disposed of at $711.34 to settle taxes from the first tranche vesting, leaving 44,468 shares beneficially owned. The first tranche vested on 10/01/2025; the second tranche will vest on 04/01/2026, each subject to continued employment. Shares delivered for each tranche are subject to a minimum holding period until the earlier of 12/31/2030 or the date a subsequent tranche vests, excluding shares withheld or sold for taxes. The filing notes it was submitted late due to an administrative error.
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 director and CEO Patrick W. Smith reported open-market sales totaling 10,000 shares of common stock on
Axon Enterprise, Inc. reported a proposed sale under Rule 144 of 10,000 common shares by an insider through UBS Financial Services on
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