10-Q · latest 10
What Axon Enterprise's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 10 signals
Axon completes acquisition of Carbyne for $551.6M, driving major integration effort.
Axon's $551.6M cash outlay for the Carbyne acquisition signals a major strategic move and creates immediate, complex needs for integrating systems, processes, and personnel.
$551.6M
Cash paid for business combinations, primarily the Carbyne acquisition, during the six months ended June 30, 2026.
Axon acquires public safety data firm Carbyne for $551.6M in cash.
$551.6M
Cash paid for business combinations, primarily the Carbyne acquisition.
Software & Services gross margin drops over 400bps to 71.3% YoY
Axon's high-growth Software and Services segment saw its gross margin fall from 75.6% to 71.3% year-over-year, signaling profitability challenges.
-4.3%
Year-over-year decline in Software and Services gross margin percentage for Q2 (from 75.6% to 71.3%)
software
Axon ramps up production for TASER 10 and counter-drone equipment with inventory investment.
The company is making significant advanced raw material purchases for its TASER 10 and new counter-drone offerings, indicating a major production ramp-up ahead of expected sales.
$39.6M
Increase in inventory and accounts payable driven by advanced raw material purchases for TASER 10 and counter-drone equipment.
counter-drone
Axon remediates material weakness in its revenue recognition financial controls.
The company's financial controls failed to keep up with changing product offerings, a critical failure point.
Axon spends $39.6M on advance raw material purchases for key products.
The company is building up inventory for its TASER 10 and counter-drone equipment, indicating it anticipates high demand that could strain its production capacity.
$39.6M
Increase in inventory and accounts payable for advanced raw material purchases.
Company incurs $2.7M in non-recurring severance costs in H1 2026.
The severance payments indicate a recent workforce reduction or restructuring event.
$2.7M
Non-recurring severance costs for the six months ended June 30, 2026.
automation
- SEC EDGAR
10-Q
Filed · 12 signals
Axon reports material weakness in internal controls for revenue recognition
The CEO and CFO concluded disclosure controls were ineffective as of March 31, 2026.
Axon acquired Carbyne for $549.7 million in Q1 2026, driving major cash outflow
The acquisition of Carbyne represents a significant capital allocation and strategic move.
$549.7M
Cash paid for the acquisition of Carbyne
Axon is implementing new control activities to remediate its revenue recognition weakness
The company is actively executing a remediation plan by designing and implementing new control activities for its revenue streams.
Showing 10 of 22 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Axon Enterprise earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Investing heavily in AI, with new AI plan contributing over 10% of bookings.Axon is making major investments in AI, both organically and through acquisition, to power its new 911 platform and enhance existing products. The 'AI era plan' is their fastest-booked software product, indicating a core strategic focus with significant budget allocation. | |
| Increasing R&D investments in vehicle intelligence, new cameras, and AI features.The company is actively increasing R&D spending on specific product lines including ALPR, the Axon Body Workforce Mini camera, and new AI features. This indicates dedicated budget and teams for these growth areas, creating opportunities for technology and component suppliers. | |
| Pivoted strategy after finding CAD software offered little room for innovation.The company explicitly exited the computer-aided dispatch (CAD) market because legacy codebases and integration complexity stifled innovation. This highlights their pain with rigid, monolithic systems and a preference for flexible, API-driven platforms. | |
| Actively acquiring companies to accelerate 911 and AI-voice strategy.Axon is using M&A to enter the 911 communications market, welcoming the Prepared team and announcing the acquisition of Carbine. This demonstrates a willingness to spend capital to fast-track their product roadmap and enter new categories. | |
| Achieved seventh consecutive quarter of over 30% revenue growth.Sustained high growth underscores strong market demand and execution, providing the financial resources to fund strategic initiatives and investments. Annual revenue growth is projected at 31%. | |
| Expanding into corrections, international, and enterprise markets.The company is seeing significant growth in non-core markets, with corrections bookings up over 2x and a major 9-figure cloud deal in Europe. This diversification creates new needs for operational and GTM support. |
Signal API · MCP
Track Axon Enterprise with the Signal API
One POST /v1/companies/enrich call with axon.com returns Axon Enterprise 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"axon.com","signal_types":["sec-10q"],"limit":20}'Same industry
Related companies
Questions about Axon Enterprise 10-Q
When did Axon Enterprise file its latest 10-Q?
What did Axon Enterprise disclose in its latest 10-Q?
What did Axon Enterprise say on its recent earnings calls?
Where can I read Axon Enterprise's 10-Q filing?
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .