HighGravityData

Axon Enterprise — Aug 5, 2026 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001628280-26-053363
Open on SEC.gov ↗
Showing in the filing
Revenue growth
“32% to 34%”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 7
Revenue growth for FY2026
“32% to 34%”
Future Contracted Bookings expected to be fu…
“between 20% and 25%”
Five-year normalized bookings growth for FY2026
“greater than 30%”
Adjusted EBITDA margin for FY2026
“25.5%”
Stock-based compensation expense for FY2026
“approximately $590 million to $620 million”
Stock-based compensation expense related to … for FY2026
“approximately $280 million”
CapEx for FY2026
“$160 million to $190 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
Axon’s strategy is rooted in a relentless focus on delivering better outcomes for our customers and the communities they serve, supported by disciplined investment and execution. Alongside our growth, we delivered a net income margin of 3.3%, an Adjusted EBITDA margin of 26.8% and positive operating cash flow. We now expect 2026 revenue growth of 32% to 34%, up from 30% to 32% previously, and continue to expect an Adjusted EBITDA margin of approximately 25.5%. The examples below show the Axon Ecosystem in action—from citywide deployments and a global event to enterprise environments—and provide context for the financial performance and outlook that follow. Select Highlights The Axon Ecosystem Axon is building the largest connected network in public safety, bringing together sensors, customer-controlled data, AI-powered intelligence and response tools across the full mission chain. Fixed, body-worn and in-car cameras, drones and 911 systems create signals from the field. At the center, Axon Evidence and our broader cloud suite form the largest data repository in public safety, preserving and connecting video, audio and operational information across real-time operations, reporting, records and justice workflows. The relationship works in both directions, and the advantage compounds with each additional connection and data point. Each connected device enriches the data platform with additional signal and context, while the data and intelligence in the platform make every device, workflow and response more useful. AI and real-time opera
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.