Form 8-K · Current report
Axon Enterprise 8-K, filed Nov 5, 2026
- Filed
- CIK
- 0001069183
- Accession no.
- 0001628280-26-071086
Summary
Axon Enterprise reported record third-quarter 2026 revenue of $909 million, up 28% year over year, and announced a $1.2 billion investment in Skydio that raises its ownership stake to 37%, alongside an exclusive public-safety distribution partnership for Skydio in the U.S. and Canada. Axon also said it no longer expects about $130 million of Federal Dedrone deployment revenue in 2026, reducing its full-year growth outlook to approximately 30%.
Key points
- Axon Enterprise reported Q3 2026 revenue of $909 million, up 28% year over year, with net income of $57 million versus a prior-year net loss and Adjusted EBITDA of $236 million, up 33%.
- Software & Services revenue grew 43% to $437 million, and AI annual recurring revenue surpassed $100 million.
- Axon lowered its full-year 2026 outlook by roughly $130 million of Federal Dedrone deployment revenue it no longer expects, while guiding fourth-quarter revenue to $990 million–$1.01 billion and Adjusted EBITDA to $245 million–$250 million.
- Axon announced it launched the Axon Body 5 body camera and TASER Ion device in October and moved Axon Guardian into general availability.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
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…
An excerpt of the text as filed with the SEC, cut for length.
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