Axon 3Q26 Business Update
Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.
NASDAQ
Axon Enterprise, INC.
AXON $25B
Cap as of Nov 13 2 stories
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Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed
Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…
Investor Letters
Letters that discuss AXON.
- Carillon Eagle — Mid Cap Growth Fund Commentary Third Quarter 2026 Third Quarter 2026 AXON $25BCRS $14BDY $6.7B
- Brown Advisory — Large-Cap Growth Large-Cap Growth Review and Outlook third quarter 2026 ANET $249BAXON $25BCDNS $89B
- Cedar Grove Capital Management Q3’2026 Q3 2026 EVLV $707MABVX $7.7BAXON $25B
- Nightview Capital Q1 2026 Investor Letter Q1 2026 ADSK $55BAXON $25BNOW $106B
- Sands Capital — Select Growth Fund Fund Manager Commentary 3Q/2026 —
- Heptagon Capital Future Trends Equity Fund Q3 2026 Commentary Q3 2026 ALGN $12BASML $576BGALDY $53B
- Nightview Capital Q2 2026 Investor Letter Q2 2026 ADSK $55BCRM $179BLVS $25B
- Infuse Asset Management Q4 2025 Letter Q4 ‘25 DUOL $7.8BMELI $76BNU $61B
- Andrew Hill Investment Advisors 2024.Q3 Client Letter 2024.Q3 CEG $97BLLY $1.3TMSFT $3.9T
