Axon Enterprise10-Q: Margin pressureAug 5, 2026

Software & Services gross margin drops over 400bps to 71.3% YoY

What happened

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.

Source

SEC EDGARAug 5, 2026

Quarterly report (Form 10-Q)

Axon Enterprise 10-Q

Filing excerpt

Three Months Ended June 30, 2026, Software and Services Gross margin %: 71.3%

sec.gov/Archives/edgar/data/1069183/000162828026053646/axon-20260630.htmRead the full source

Other signals in this filing (9)

Acquisition completedAxon completes acquisition of Carbyne for $551.6M, driving major integration effort.Acquisition completedAug 5, 2026
Data investmentAxon acquires public safety data firm Carbyne for $551.6M in cash.Data investmentAug 5, 2026
Capex increaseAxon spends $551.6M on Carbyne acquisition, driving major integration effortCapex increaseAug 5, 2026
Product launchAxon ramps up production for TASER 10 and counter-drone equipment with inventory investment.Product launchAug 5, 2026
Legacy modernizationAxon remediates material weakness in its revenue recognition financial controls.Legacy modernizationAug 5, 2026
Audit issueAxon remediates material weakness in revenue recognition controls as of Q2 2026Audit issueAug 5, 2026
Capacity constraintAxon spends $39.6M on advance raw material purchases for key products.Capacity constraintAug 5, 2026
LayoffsCompany incurs $2.7M in non-recurring severance costs in H1 2026.LayoffsAug 5, 2026
Restructuring chargeAxon records $2.7M in non-recurring severance costs in H1 2026Restructuring chargeAug 5, 2026

Extracted by Autobound

From the Signal API record

Signal: 10-Q: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end: 06/30
Filed: Aug 5, 2026

More 10-Q signals at other companies

SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-QSep 28, 2026
SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-QSep 25, 2026
SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-QSep 25, 2026

The full record

From the Signal API record

Numbers

Percent: -4.3% (Year-over-year decline in Software and Services gross margin percentage for Q2 (from 75.6% to 71.3%))

Details

CIK: 1069183
Accession number: 0001628280-26-053646
Timeframe: Current quarter
Filing year: 2026
Fiscal year: 0
Why it matters: Efficiency tools needed
Signal category: Financial

Topics and mentions

Technologies

software

Extraction

Confidence: High
Relevance: 90%
Sentiment: Negative
Detected: Aug 11, 2026
signal_type: sec-10q
signal_subtype: marginPressure

Use this data

Get every 10-Q signal for Axon Enterprise and the companies you sell to, in the tools you already use.

Ask Claude about it
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Axon Enterprise this week?”
MCP setup guide
Send it to your own tools
The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.
Signal API
Try it free
Sign up and spend your free credits on the companies you sell to.
Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

linkedin_urlValue in the API
industriesValue in the API
employee_count_lowValue in the API
employee_count_highValue in the API
revenueValue in the API
descriptionValue in the API

Signal

signal_nameValue in the API
associationValue in the API

Start Free1,000 free creditsUse it in Claude via MCP

Show the full JSONThe record on this page and the API request

GET /v1/signals/369d8a63-e66a-47ee-88ba-61cce69eef21 returns this record as JSON. POST /v1/companies/enrich returns every signal for axon.com.

{
  "signal_id": "369d8a63-e66a-47ee-88ba-61cce69eef21",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-08-11T08:04:47.644+00:00",
  "company": {
    "name": "Axon Enterprise",
    "domain": "axon.com"
  },
  "data": {
    "detail": "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. Management is likely focused on cost optimization within this segment, creating opportunities for cloud cost management, process automation, and service delivery efficiency solutions.",
    "metrics": {
      "pct": -4.3,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year decline in Software and Services gross margin percentage for Q2 (from 75.6% to 71.3%)"
    },
    "summary": "Software & Services gross margin drops over 400bps to 71.3% YoY",
    "excerpts": "Three Months Ended June 30, 2026, Software and Services Gross margin %: 71.3%",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1069183/000162828026053646/axon-20260630.htm",
    "filing_date": "2026-08-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial",
    "technologies_mentioned": [
      "software"
    ]
  }
}

curl https://signals.autobound.ai/v1/signals/369d8a63-e66a-47ee-88ba-61cce69eef21 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

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","limit":20}'

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.