AXON ENTERPRISE, INC.
For the period ended Nov 5, 2026. Filed Nov 5, 2026.
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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.
Nov 5, 2026 · Filed Nov 5, 2026
Contents
EX-99.1 · Software & Services
Software & Services
| THREE MONTHS ENDED · CHANGE | |||||
|---|---|---|---|---|---|
| 30 SEP 2026 | 30 JUN 2026 | 30 SEP 2025 | QoQ | YoY | |
| (in thousands) | |||||
| Revenue | $437,030 | $397,836 | $305,242 | 9.9% | 43.2% |
| Gross margin | 71.4% | 71.3% | 73.8% | 10 bp | (240) bp |
| Adjusted gross margin | 75.0% | 75.1% | 76.8% | (10) bp | (180) bp |
Software & Services revenue grew 43% year over year to $437 million, driven by growth in users and increasing adoption of premium solutions by existing customers. Growth is increasingly benefiting from newer software offerings, including AI, real-time operations, Axon Records and Axon 911.
Software & Services gross margin was 71.4%, compared to 73.8% in the prior-year period. Adjusted gross margin was 75.0%, compared to 76.8%. The year over year decrease in gross margin and Adjusted gross margin was primarily driven by the scaling of new product offerings and a higher mix of professional services revenue. Software-only gross margin continued to exceed 80%.
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