Axon Enterprise — May 6, 2026 release

This operational metric tracks total unfulfilled contracted bookings for products and services, including remaining performance obligations as well as contracts with certain ter mination or other clauses that are not otherwise included in remaining performance obligations. We expect to fulfill between 20% and 25% of this balance over the next 12 months and generally expect the remainder to be fulfilled over the following ten years. 2026 Outlook The following forward-looking statements reflect Axon’s expectations as of May 6, 2026 and are subject to risks and uncertainties. Please refer to “ Forward-Looking Statements ” below for additional information. • 2026 Revenue: Axon expects full-year 2026 revenue growth in a range of 30% to 32%, an increase from 27% to 30% previously. • 2026 Adjusted EBITDA: Axon expects full-year 2026 Adjusted EBITDA margin of 25.5%, in line with prior margin guidance. ◦ We provide Adjusted EBITDA guidance, rather than net income guidance, due to the inherent difficulty of forecasting certain types of expenses and gains such as income tax expenses and gains or losses on marketable securities and strategic investments, which affect net income but not Adjusted EBITDA. We are unable to reasonably estimate the impact of such expenses, which could be material, on net income. Accordingly, we do not provide a reconciliation of projected net income to projected Adjusted EBITDA. • 2026 Stock-based compensation: Axon expects full-year 2026 stock-based compensation expenses t