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AI brief of an SEC Form 8-K · Axon Enterprise (AXON)

Axon Reports Q3 2026 Revenue of $909 Million and $1.2 Billion Skydio Investment

Mixed Impact 4 of 5 earnings

Axon Enterprise reported third-quarter 2026 revenue of $909 million, an increase of 28% year over year, driven by strong growth in Software & Services. The company also announced a $1.2 billion investment in Skydio, raising its ownership stake to 37% and establishing an exclusive public safety distribution partnership. Net income reached $57 million, recovering from a net loss in the prior-year period.

Key points

  • Q3 2026 total revenue grew 28% year over year to $909 million, with net income of $57 million.
  • Announced a $1.2 billion investment in Skydio, increasing the ownership stake to 37%.
  • Full-year 2026 revenue growth is expected to be approximately 30%, reflecting $130 million in excluded Federal Dedrone deployments.
  • Annual recurring revenue grew 40% year over year to $1.8 billion as of September 30, 2026.

The filing

CompanyAxon Enterprise (AXON)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:18 PM ET
Accession number0001628280-26-071086

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Google Gemini, gemini-3.5-flash-lite) on Nov 5, 2026, 6:16 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.