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BCS

Current Report · Items 2.02, 9.01 · 8-K

Axon Enterprise, Inc.

AXONNASDAQEQUITYCurrent

Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition On November 5, 2026, Axon Enterprise, Inc. (the “Company”) issued a shareholder letter regarding the Company’s financial results for the three and nine months ended September 30, 2026. The full text of the letter is attached hereto as Exhibit 99.1 and is incorporated herein by reference.…

Filed Nov 5, 2026Accepted Nov 5, 2026, 4:18 PM ESTCIK 1069183Accession 0001628280-26-071086
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Company context

Axon (Nasdaq: AXON) is the global leader in public safety technology supporting state, local, federal and international public safety agencies with technology designed to Protect Life. Complementing its mission, Axon’s growing Enterprise market focuses on protecting critical infrastructure and frontline workers across multiple industries including corporate security, hospitality, retail and healthcare. Founder-led since 1993, Axon builds products with transparency and responsibility. From TASER energy devices to today’s connected network of hardware - including cameras, drones, and robotics - cloud software, sensors, and AI tools, the Axon Ecosystem helps seamlessly protect people and places when it matters most. To ensure these technologies align with community expectations, Axon’s independent Ethics & Equity Advisory Council guides the ethical, inclusive, and accountable design of its products and services. Learn more about the EEAC and Axon’s Responsible Innovation framework at https://www.axon.com/responsibility.

Current securities

Recent company filings

  1. 10-Q filingNov 6, 2026
  2. Entry into a Material Definitive Agreement · Unregistered Sales of Equity Securities · Regulation FD DisclosureNov 5, 2026
  3. Entry into a Material Definitive Agreement · Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · Regulation FD DisclosureSep 21, 2026
  4. 424B5 filingSep 17, 2026
  5. FWP - filed by AXON ENTERPRISE, INC. regarding AXON ENTERPRISE, INC.Sep 16, 2026

Registered securities in this filing

Axon Enterprise, Inc. · 8-K · Filed 2026-11-05

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common Stock, $0.00001 Par Value

Symbol
AXON
Exchange
NASDAQ
Classification
COMMON
Status
Current
Filing context

Context: c-1

Dimensions: Not supplied

Accession 000162828026071086 · 1 registered-security cover member

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Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results of Operations and Financial Condition On November 5, 2026, Axon Enterprise, Inc. (the “Company”) issued a shareholder letter regarding the Company’s financial results for the three and nine months ended September 30, 2026. The full text of the letter is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information pursuant to Item 2.02 in this report on Form 8-K is being furnished and shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and such information shall not be deemed incorporated by reference into any of the Company’s filings under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Filed exhibits (1)
EX-99.1 (by filename) axon-20261105xex991.htm

Exhibit 99.1 CONTACT: Investor Relations Axon Enterprise, Inc. IR@axon.com Axon reports record Q3 2026 revenue of $909 million, up 28% year over year • Announces increased stake in Skydio to 37%, cementing leadership in Drone as First Responder • Software & Services revenue growth accelerates to 43% year over year, reaches $437 million • Platform Solutions revenue grows 106% year over year to $125 million • AI bookings up over 50% year to date; AI ARR surpasses $100 million • Net income of $57 million increases from a net loss in the prior-year period; Adjusted EBITDA of $236 million increases 33% year over year Fellow shareholders, Today, we announce the largest single investment in Axon’s history: a $1.2 billion investment in Skydio. Skydio is one of America’s leading drone technology companies, and this investment increases our ownership stake to 37%. Axon has also entered into an exclusive public safety distribution partnership with Skydio in the U.S. and Canada, further solidifying our position in one of the most transformative technologies of the coming decade. Drones are already helping agencies cut response times dramatically. We expect millions of flying robots…

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