Axon Enterprise, Inc. Connected Devices — Provisions for inventory increased by 87.8% to $937.00K in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 10.8%, from $846.00K to $937.00K. Over 2 years (FY 2023 to FY 2025), Connected Devices — Provisions for inventory shows relatively stable performance with a -3.7% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase suggests potential overstocking or product obsolescence, while a decrease indicates efficient inventory management and strong product demand.
This metric represents the expense recognized when the carrying value of inventory is adjusted downward due to obsolesce...
Comparable to inventory write-downs or lower-of-cost-or-market adjustments at other hardware manufacturing companies.
axon_segment_connected_devices_provisions_for_inventory| 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 | $1.10M | $1.10M | $1.10M | $1.10M | $1.35M | $7.49M | $2.20M | $5.55M | $846.00K | $995.00K | $1.74M | $499.00K | $937.00K |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +23.3% | +453.1% | -70.6% | +151.9% | -84.8% | +17.6% | +74.6% | -71.3% | +87.8% |
| YoY Change | — | — | — | — | +23.3% | +581.7% | +100.6% | +405.4% | -37.5% | -86.7% | -21.2% | -91.0% | +10.8% |