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.
Nardini Erika reported acquisition or exercise transactions in this Form 4 filing.
AXON ENTERPRISE, INC. director Erika Nardini received an equity grant of 611 shares of Common Stock through time-vested restricted stock units. The award was granted at no cash cost to her and increased her direct holdings to 2,557 shares of Axon common stock.
The restricted stock units were granted under Axon’s Amended and Restated 2022 Stock Incentive Plan and are scheduled to vest in full on the earlier of the one-year anniversary of the May 29, 2026 grant date and the date of Axon’s 2027 Annual Meeting of Shareholders.
Morgan Stanley Smith Barney LLC submitted a Rule 144 notice regarding AXON common stock. The filing lists two blocks of restricted stock vesting under a registered plan: 150 shares dated 03/16/2026 and 256 shares dated 05/13/2024. The filing also reports a sale of 157 shares on 03/17/2026 by Jeri L Williams, with proceeds shown as $76,917.72.
AXON reported a Form 144 notice for proposed sales of Common stock. The filing lists 446 shares tied to restricted stock vesting on 05/28/2026 and 118 shares tied to restricted stock vesting on 05/20/2023. The filer is Morgan Stanley Smith Barney LLC Executive Financial Services.
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, INC. Chief Legal Officer Isaiah Fields reported an open-market sale of 2,000 shares of Common Stock on 2026-05-22 at a price of $400.00 per share. After this transaction, he directly holds 52,813.282 shares, indicating he retained a substantial position in the company.
AXON affiliate filing reports proposed/resale activity in 2,000 common shares tied to performance stock units dated 05/18/2023. The excerpt shows a sale of 2,000 shares by Isaiah Fields on 02/27/2026 for $1,070,016.60.
Axon Enterprise, Inc. filed a Form 13F reporting institutional holdings. The filing lists 1 reported position and a Form 13F Information Table value total of $18,051,979. The report is signed by Isaiah Fields, Chief Legal Officer, on 05-15-2026.
The submission certifies that the signer is authorized and that the information is true, correct, and complete. No other included managers are listed.
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.