AXONAxon Enterprise
Axon Enterprise, Inc. (“Axon,” the “Company,” “we” or “us”) is a technology company that provides integrated hardware and software solutions. 10-K, Item 1
- Employees
- 5,100
- Headquarters
- Scottsdale, AZ
- CEO
- Patrick W. Smith
- Next results
- around Feb 23, 2027
The biggest changes in the 10-K filed 2026-02-25, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.
Net income
-66.9% Big change FY to 2025-12-31 vs 2024-12-31“The overall change in the effective tax rate also reflects the impact of lower pre-tax book income in the current period, which magnifies the relative effect of permanent adjustments.”
Read it in the 10-K ↗
Operating margin
2.8% → -2.2% (-5.0 pts) Big change FY to 2025-12-31 vs 2024-12-31“Operating expenses increased by $537.4 million, reflecting increased headcount to support business growth and stock-based compensation expense.”
Read it in the 10-K ↗
Cash from operations
-48.2% Big change FY to 2025-12-31 vs 2024-12-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Revenue
+33.5% Big change FY to 2025-12-31 vs 2024-12-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Gross margin
59.6% → 59.7% (+0.0 pts) FY to 2025-12-31 vs 2024-12-31“The decrease in gross margin and adjusted gross margin is primarily driven by higher mix of Platform Solutions revenue and global tariffs.”
Read it in the 10-K ↗
Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗
Work on AXON in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/AXON/export.csv") into a cell.