Axon Enterprise, Inc. filings document operating results and corporate actions for a public safety technology company with Software & Services and Connected Devices activities. Form 8-K reports include shareholder letters on financial results and outlooks, product demand across TASER devices, Axon Body cameras, Axon Evidence, AI products, counter-drone offerings and real-time operations, as well as material-event disclosures tied to capital structure.
Proxy materials cover board composition, shareholder meeting matters, executive compensation and equity awards. Other 8-K and 8-K/A filings record director election updates and the redemption and settlement of 0.50% convertible senior notes due 2027, including the disclosure that no convertible notes remained outstanding after the redemptions and conversions.
AXON submitted a Form 144 notice reporting the sale of 10,000 common shares tied to an option exercise dated 11/15/2021. The filing shows shares outstanding were 80,397,675 as of 02/25/2026. The excerpt also lists two recent sales by Patrick W. Smith: 10,000 shares on 12/08/2025 for $5,519,164 and 10,000 shares on 01/07/2026 for $6,190,146.
Axon Enterprise, Inc. is a Delaware-based public safety technology company that sells integrated hardware and cloud software to law enforcement, governments, enterprises and consumers. Its platform combines TASER conducted energy devices, body and in-car cameras, drones, sensors and AI-enhanced SaaS products like Axon Evidence, Axon Records and Axon Fusus.
In 2025 Axon realigned into two segments: Software and Services and Connected Devices. Annual recurring revenue from SaaS solutions totaled $1.3 billion as of December 31, 2025, reflecting the importance of multi-year subscriptions. As of February 18, 2026, Axon had 80,397,675 common shares outstanding, and as of June 30, 2025 non-affiliate market value was about $62.2 billion.
The company reports more than 5,100 full-time and 1,200 temporary employees and emphasizes stock-based compensation, benefits and low regrettable attrition below 1.0%. Key risks highlighted include dependence on law enforcement demand, CED sales concentration, rapid technology and AI-related change, supply chain and tariff exposure, cybersecurity and data privacy challenges, regulatory scrutiny of CEDs and AI, and extensive competition across cameras, evidence management, productivity software, drones, counter-drone systems and VR training.
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. filed a Form 13F-HR reporting institutional holdings with a total reported market value of $27,213,418 across 1 position. The filing is signed by Isaiah Fields, Chief Legal Officer, and is dated 02-17-2026.
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.
BlackRock, Inc. reports beneficial ownership of 7,486,272 shares of Axon Enterprise Inc. common stock, representing 9.5% of the class as of 12/31/2025. BlackRock has sole power to vote 6,992,413 of these shares and sole power to dispose of all 7,486,272 shares, with no shared voting or dispositive power.
The shares are attributed to certain BlackRock business units, with other units disaggregated. Various underlying persons may receive dividends or sale proceeds, but no single person has more than five percent of Axon’s outstanding common shares. BlackRock certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Axon.
Axon Enterprise, Inc. reported the initial holdings of Chief Legal Officer Isaiah Fields as of January 1, 2026 on a Form 3. He beneficially owned 57,588.31 shares of common stock, held directly.
This amount includes 16,001.31 restricted stock units from four time-vested awards under the Axon Amended and Restated 2022 Stock Incentive Plan, scheduled to vest in tranches from March 3, 2026 through November 30, 2028. It also includes 10,488 performance-based restricted stock units granted for achievement of tranche 3 of the 2024 eXponential Stock Plan, which are set to vest on June 1, 2026, followed by a minimum holding period until the earlier of December 31, 2030 or a subsequent tranche vesting. In addition, the total reflects 31,099 shares previously issued upon the release of time- and performance-based RSUs prior to January 1, 2026.
Axon Enterprise, Inc. officer Elizabeth Reid Coughlin, the company's Chief Human Officer, filed an initial ownership report showing her beneficial holdings of the company’s common stock as of January 1, 2026. She reports beneficial ownership of 39,468.65 shares of common stock held directly.
This amount includes 10,287.65 restricted stock units from four time‑vested awards under the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan, with scheduled vesting in installments on specified dates from March 3, 2026 through November 30, 2028. It also includes 6,818 performance-based restricted stock units granted for achievement of tranche 3 of the 2024 eXponential Stock Plan, which are scheduled to vest on June 1, 2026, followed by a minimum holding period extending until at least December 31, 2030 or the vesting of a subsequent tranche. In addition, the holdings include 22,363 shares issued from prior vesting of restricted stock units before January 1, 2026.
Axon Enterprise chief executive Patrick W. Smith reported a planned sale of company stock under a Rule 10b5-1 trading plan. On January 7, 2026, he sold Axon common shares in a series of open-market transactions at weighted average prices generally around $610–$625 per share, each coded as a sale of non-derivative common stock. The filing states these trades were executed pursuant to a Rule 10b5-1 plan adopted on May 12, 2025, indicating the sales were pre-arranged.
After completing the reported transactions, Smith directly beneficially owned 3,100,997 shares of Axon common stock. The prices disclosed for each line reflect weighted averages for multiple trades within specified price ranges, and Smith has undertaken to provide detailed trade breakdowns to regulators, the issuer, or shareholders on request.