THE INTRADAY

AXON · Company KPIs

Axon (AXON) KPIs

Annual recurring revenue, Future contracted bookings, Net revenue retention. As reported in SEC filings, with the source line for each figure.

Annual recurring revenue

$1.64B at Jun 30, 2026

Sep 30, 2024: $885MDec 31, 2024: $1BMar 31, 2025: $1.1BJun 30, 2025: $1.18BSep 30, 2025: $1.25BDec 31, 2025: $1.35BMar 31, 2026: $1.49BJun 30, 2026: $1.64BSep 30, 2024Jun 30, 2026

The company’s definition: We calculate annual recurring revenue as monthly recurring license, integration, warranty and storage revenue, annualized. Source

Annual recurring revenue, as first reported, with the line it was read from
Period endedFigureFiling text
Jun 30, 2026$1.64BAnnual recurring revenue ($ millions) (1) · $1,639 · $1,493 · $1,347 · $1,252 · $1,1838-K filed 2026-08-05
Mar 31, 2026$1.49BAnnual recurring revenue ($ millions) (1) · $1,493 · $1,347 · $1,252 · $1,183 · $1,1048-K filed 2026-05-06
Dec 31, 2025$1.35BAnnual recurring revenue ($ millions) (1) · $1,347 · $1,252 · $1,183 · $1,104 · $10018-K filed 2026-02-24
Sep 30, 2025$1.25BAnnual recurring revenue ($ millions) (1) · $1,252 · $1,183 · $1,104 · $1,001 · $8858-K filed 2025-11-04
Jun 30, 2025$1.18BAnnual recurring revenue ($ millions) (1) · $1,183 · $1,104 · $1,001 · $885 · $8508-K filed 2025-08-04
Mar 31, 2025$1.1BAnnual recurring revenue ($ millions) (1) · $1,183 · $1,104 · $1,001 · $885 · $8508-K filed 2025-08-04
Dec 31, 2024$1BAnnual recurring revenue ($ millions) (1) · $1,183 · $1,104 · $1,001 · $885 · $8508-K filed 2025-08-04
Sep 30, 2024$885MAnnual recurring revenue ($ millions) (1) · $1,183 · $1,104 · $1,001 · $885 · $8508-K filed 2025-08-04

Future contracted bookings

$15.1B at Jun 30, 2026

Sep 30, 2024: $8.2BDec 31, 2024: $10.1BMar 31, 2025: $9.9BJun 30, 2025: $10.7BSep 30, 2025: $11.4BDec 31, 2025: $14.4BMar 31, 2026: $14.3BJun 30, 2026: $15.1BSep 30, 2024Jun 30, 2026

The company’s definition: We define future contracted bookings as cumulative bookings, net of cancellations, less product and service fulfillment to date. Source

Future contracted bookings, as first reported, with the line it was read from
Period endedFigureFiling text
Jun 30, 2026$15.1BFuture contracted bookings ($ billions) (1) · $15.1 · $14.3 · $14.4 · $11.4 · $10.78-K filed 2026-08-05
Mar 31, 2026$14.3BFuture contracted bookings ($ billions) (1) · $14.3 · $14.4 · $11.4 · $10.7 · $9.98-K filed 2026-05-06
Dec 31, 2025$14.4BFuture contracted bookings ($ billions) (1) · $14.4 · $11.4 · $10.7 · $9.9 · $10.18-K filed 2026-02-24
Sep 30, 2025$11.4BFuture contracted bookings ($ billions) (1) · $11.4 · $10.7 · $9.9 · $10.1 · $8.28-K filed 2025-11-04
Jun 30, 2025$10.7BFuture contracted bookings ($ billions) (1) · $10.7 · $9.9 · $10.1 · $8.2 · $7.58-K filed 2025-08-04
Mar 31, 2025$9.9BFuture contracted bookings ($ billions) (1) · $10.7 · $9.9 · $10.1 · $8.2 · $7.58-K filed 2025-08-04
Dec 31, 2024$10.1BFuture contracted bookings ($ billions) (1) · $10.7 · $9.9 · $10.1 · $8.2 · $7.58-K filed 2025-08-04
Sep 30, 2024$8.2BFuture contracted bookings ($ billions) (1) · $10.7 · $9.9 · $10.1 · $8.2 · $7.58-K filed 2025-08-04

Net revenue retention

126% at Jun 30, 2026

Sep 30, 2024: 123%Dec 31, 2024: 123%Mar 31, 2025: 123%Jun 30, 2025: 124%Sep 30, 2025: 124%Dec 31, 2025: 125%Mar 31, 2026: 125%Jun 30, 2026: 126%Sep 30, 2024Jun 30, 2026

The filings read for this page do not define this measure.

Net revenue retention, as first reported, with the line it was read from
Period endedFigureFiling text
Jun 30, 2026126%Net revenue retention (1) · 126% · 125% · 125% · 124% · 124%8-K filed 2026-08-05
Mar 31, 2026125%Net revenue retention (1) · 125% · 125% · 124% · 124% · 123%8-K filed 2026-05-06
Dec 31, 2025125%Net revenue retention (1) · 125% · 124% · 124% · 123% · 123%8-K filed 2026-02-24
Sep 30, 2025124%Net revenue retention (1) · 124% · 124% · 123% · 123% · 123%8-K filed 2025-11-04
Jun 30, 2025124%Net revenue retention (1) · 124% · 123% · 123% · 123% · 122%8-K filed 2025-08-04
Mar 31, 2025123%Net revenue retention (1) · 124% · 123% · 123% · 123% · 122%8-K filed 2025-08-04
Dec 31, 2024123%Net revenue retention (1) · 124% · 123% · 123% · 123% · 122%8-K filed 2025-08-04
Sep 30, 2024123%Net revenue retention (1) · 124% · 123% · 123% · 123% · 122%8-K filed 2025-08-04

Reading notes

Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.

This page shows the latest 8 periods of each metric.