KPI data tables
Axon Enterprise operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.
| Period | Annual recurring revenue |
|---|---|
| Q2 2026 | 1,639 |
| Q1 2026 | 1,493 |
| Q4 2025 | 1,347 |
| Q3 2025 | 1,252 |
| Q2 2025 | 1,183 |
| Q1 2025 | 1,104 |
| Q4 2024 | 1,001 |
| Q3 2024 | 885 |
| Q2 2024 | 850 |
| Q1 2024 | 825 |
| Q4 2023 | 732 |
| Q3 2023 | 652 |
| Q2 2023 | 590 |
| Q1 2023 | 551 |
| Q4 2022 | 473 |
| Q3 2022 | 403 |
| Q2 2022 | 368 |
| Q1 2022 | 348 |
| Q4 2021 | 327 |
| Q3 2021 | 289 |
Source: Axon Enterprise Form 8-K Exhibit 99.1, Forward-Looking Operating Metrics / key metrics table, Annual recurring revenue. Five sequential period-end columns, newest first; later filing wins. Pre-2023 prints were in thousands and converted to nearest million to match the file unit; Q1 2024 restated 2023 ARR (Q4 2023 from $697 million to $732 million). Window Q3 2021–Q2 2026. Latest: https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/axon-20260805xex991.htm.
| Period | Future contracted bookings |
|---|---|
| Q2 2026 | 15.1 |
| Q1 2026 | 14.3 |
| Q4 2025 | 14.4 |
| Q3 2025 | 11.4 |
| Q2 2025 | 10.7 |
| Q1 2025 | 9.9 |
| Q4 2024 | 10.1 |
| Q3 2024 | 8.2 |
| Q2 2024 | 7.5 |
| Q1 2024 | 7 |
| Q4 2023 | 7.1 |
Source: Axon Enterprise Form 8-K Exhibit 99.1, Forward-Looking Operating Metrics table, Future contracted bookings ($ billions). Period-end stock of unfulfilled contracted orders (RPO plus contracts with termination clauses). Label began Q4 2024; earlier 'total company future contracted revenue' was RPO and is not mixed in. Later filing wins. Window Q4 2023–Q2 2026. Latest: https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/axon-20260805xex991.htm.
| Period | Net revenue retention |
|---|---|
| Q2 2026 | 126 |
| Q1 2026 | 125 |
| Q4 2025 | 125 |
| Q3 2025 | 124 |
| Q2 2025 | 124 |
| Q1 2025 | 123 |
| Q4 2024 | 123 |
| Q3 2024 | 123 |
| Q2 2024 | 122 |
| Q1 2024 | 122 |
| Q4 2023 | 122 |
| Q3 2023 | 122 |
| Q2 2023 | 122 |
| Q1 2023 | 121 |
| Q4 2022 | 121 |
| Q3 2022 | 120 |
| Q2 2022 | 119 |
| Q1 2022 | 119 |
| Q4 2021 | 119 |
| Q3 2021 | 119 |
Source: Axon Enterprise Form 8-K Exhibit 99.1, Forward-Looking Operating Metrics / key metrics table, Net revenue retention. Period-end stock; later filing wins. Window Q3 2021–Q2 2026. Latest: https://www.sec.gov/Archives/edgar/data/1069183/000162828026053363/axon-20260805xex991.htm.
| Period | Remaining performance obligations |
|---|---|
| Q1 2026 | 9.7 |
| YE 2025 | 9.9 |
| YE 2024 | 7.9 |
Source: Axon Enterprise Form 10-K for the year ended 31 December 2025 (RPO $9.9 billion): https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm. Form 10-K for the year ended 31 December 2024 (RPO $7.9 billion): https://www.sec.gov/Archives/edgar/data/1069183/000106918325000019/axon-20241231.htm. Form 10-Q for the quarter ended 31 March 2026 (RPO $9.7 billion): https://www.sec.gov/Archives/edgar/data/1069183/000162828026031542/axon-20260331.htm.