AXON · 8-K · 20260805PR053363

Geographic Revenue Shift

AXON ENTERPRISE, INC. · 2026-08-05 · Importance 54 · Surprise 40 · In source text

Q2 2026 United States revenue was $742.3 million, representing 82% of total revenue and increasing from $646.5 million sequentially. Revenue from other countries was $162.1 million, or 18% of total revenue, compared with 20% in both Q2 2025 and Q1 2026. For the first six months of 2026, U.S. revenue rose to $1.389 billion but declined to 81% of total revenue from 84% a year earlier. Six-month revenue from other countries increased to $322.9 million and represented 19% of total revenue, up from 16% in the prior-year period.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+82.0%United States revenue for Q2 2026: $742,307 thousand, representing 82% of net sales