Axon Enterprise, Inc. Deferred revenue, net of current portion increased by 0.7% to $362.24M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.9%, from $348.61M to $362.24M. Over 5 years (FY 2020 to FY 2025), Deferred revenue, net of current portion shows an upward trend with a 26.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase signals strong long-term contract growth and future revenue stability, while a decrease may indicate slowing long-term bookings.
This represents revenue that has been billed or collected from customers for services to be delivered beyond the next tw...
Common in SaaS and subscription-based service models; peers in the HCM and payroll space report this to show contract duration.
non_current_liabilities_contract_with_customer_liability_a5d23a| 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 | $113.82M | $111.89M | $185.72M | $140.94M | $269.48M | $313.82M | $248.00M | $250.37M | $265.46M | $270.08M | $270.90M | $282.80M | $291.42M | $305.41M | $360.69M | $348.61M | $329.05M | $364.52M | $359.90M | $362.24M |
| QoQ Change | — | -1.7% | +66.0% | -24.1% | +91.2% | +16.5% | -21.0% | +1.0% | +6.0% | +1.7% | +0.3% | +4.4% | +3.1% | +4.8% | +18.1% | -3.3% | -5.6% | +10.8% | -1.3% | +0.7% |
| YoY Change | — | — | — | — | +136.8% | +180.5% | +33.5% | +77.6% | -1.5% | -13.9% | +9.2% | +13.0% | +9.8% | +13.1% | +33.1% | +23.3% | +12.9% | +19.4% | -0.2% | +3.9% |
| Segment | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 |
|---|---|---|---|---|---|---|---|---|
| Software and Sensors | $205.85M | $208.61M | $217.73M | $218.40M | $239.28M | $241.36M | $249.37M | $300.15M |
| TASER | $44.52M | $56.85M | $52.35M | $52.50M | $54.60M | $50.07M | $56.04M | $60.54M |
| Total | $250.37M | $265.46M | $270.08M | $270.90M | $282.80M | $291.42M | $305.41M | $360.69M |
Software and Sensors, TASER were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.