AXON
Axon Enterprise, Inc.555.06
+3.27+0.59%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
43.80BP/E (TTM)
175.65Basic EPS (TTM)
3.16Dividend Yield
0%Recent Filings
8-K
Axon swaps $178M notes for stock
Axon Enterprise entered Exchange Agreements on December 9, 2025, to swap $177.9 million of its 0.50% convertible notes due 2027 for cash and ~468,000 common shares, based on a $550.95/share price assumption. Closing expected around December 16 leaves $100.1 million notes outstanding. Hedged holders may unwind positions, potentially boosting stock price. Unpredictable market impact looms.
8-K
Axon adds finance veteran to board
Axon Enterprise appointed Todd Morgenfeld to its Board on August 28, 2025, expanding from ten to eleven directors; he joins the Audit and M&A/Capital Structure Committees immediately. The ex-Pinterest CFO brings deep tech finance expertise from Pinterest, Twitter, and Silver Lake. Compensation matches peers: $260,000 initial RSUs vesting over three years, plus $56,000 annual cash. Board bolsters M&A oversight.
10-Q
Q2 FY2025 results
Axon posted Q2 revenue of $668.5M, up 32.8% y/y, with products at $376.4M (+28.6%) and services surging 38.8% to $292.2M on user growth and premium features; gross margin held at 60.4% despite stock comp pressure. Operating loss flipped to $(1.0)M from $33.8M profit, hit by SG&A and R&D jumps tied to headcount and equity awards, while net income dipped to $36.1M ($0.44 diluted EPS) from $41.5M ($0.53), reconciled to 82.1M shares with 2027 Notes dilution. Cash swelled to $615.5M plus $1.5B short-term investments, bolstered by $1.75B Senior Notes (6.125-6.25%, 2030/2033) and $184M ATM equity, offset by $407M 2027 Notes induced conversion; $300M revolver shows $291M available. Strategic gains swung volatile. Product liability suits linger.
8-K
Q2 revenue beats, guidance up
8-K
Axon annual meeting results
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