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What changed in AXON's 10-Q
Source: 10-Q filed 2026-05-07 · compared against 10-Q 2025-11-05. Every passage below is quoted verbatim from the filing itself.
Profitability
This filing
Income (loss) from operations 29,243
Debt
This filing
We redeemed all of our remaining outstanding 2027 Notes during the three months ended March 31, 2026
Revenue and Segments
This filing
Platform Solutions (3) 111,217
International Revenue
This filing
Other countries 160,818 20%
Remaining Performance Obligations
This filing
approximately $9.7 billion of remaining performance obligations
Warranty Expense
This filing
Warranty expense 3,089
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 1 further change without a quotable passage — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.