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.

Axon Annual Recurring Revenue (Quarterly) (USD millions)
PeriodAnnual recurring revenue
Q2 20261,639
Q1 20261,493
Q4 20251,347
Q3 20251,252
Q2 20251,183
Q1 20251,104
Q4 20241,001
Q3 2024885
Q2 2024850
Q1 2024825
Q4 2023732
Q3 2023652
Q2 2023590
Q1 2023551
Q4 2022473
Q3 2022403
Q2 2022368
Q1 2022348
Q4 2021327
Q3 2021289

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.

Axon Future Contracted Bookings (Quarterly) (usd_billions)
PeriodFuture contracted bookings
Q2 202615.1
Q1 202614.3
Q4 202514.4
Q3 202511.4
Q2 202510.7
Q1 20259.9
Q4 202410.1
Q3 20248.2
Q2 20247.5
Q1 20247
Q4 20237.1

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.

Axon Net Revenue Retention (Quarterly) (percent)
PeriodNet revenue retention
Q2 2026126
Q1 2026125
Q4 2025125
Q3 2025124
Q2 2025124
Q1 2025123
Q4 2024123
Q3 2024123
Q2 2024122
Q1 2024122
Q4 2023122
Q3 2023122
Q2 2023122
Q1 2023121
Q4 2022121
Q3 2022120
Q2 2022119
Q1 2022119
Q4 2021119
Q3 2021119

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.

Axon Remaining Performance Obligations (usd_billions)
PeriodRemaining performance obligations
Q1 20269.7
YE 20259.9
YE 20247.9

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.

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Axon Enterprise (AXON) - KPIs | Sterling