Axon Enterprise, Inc. Change in Deferred Revenue decreased by 165.1% to -$40.30M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 220.3%, from $33.51M to -$40.30M. Over 4 years (FY 2021 to FY 2025), Change in Deferred Revenue shows a downward trend with a -17.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates strong future demand and cash inflow, while a decrease suggests revenue recognition from previously collected cash.
This represents the net change in cash received from customers for goods or services that have not yet been delivered or...
Common in long-term contract businesses like LNG; peers with similar business models often show significant deferred revenue balances.
change_in_deferred_revenue| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $19.43M | $61.91M | $88.06M | $16.04M | $58.56M | $40.59M | $40.38M | $50.20M | $19.69M | $33.50M | $43.43M | $19.12M | -$27.62M | $65.22M | $98.92M | $33.51M | -$84.65M | $72.70M | $61.92M | -$40.30M |
| QoQ Change | — | +218.7% | +42.2% | -81.8% | +265.2% | -30.7% | -0.5% | +24.3% | -60.8% | +70.2% | +29.7% | -56.0% | -244.4% | +336.1% | +51.7% | -66.1% | -352.6% | +185.9% | -14.8% | -165.1% |
| YoY Change | — | — | — | — | +201.4% | -34.4% | -54.1% | +213.0% | -66.4% | -17.5% | +7.6% | -61.9% | -240.3% | +94.7% | +127.8% | +75.2% | -206.5% | +11.5% | -37.4% | -220.3% |