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 signals strong future revenue potential and customer commitment, while a decrease indicates the fulfillment of prior obligations.
Reflects the change in cash received from customers for goods or services that have not yet been delivered or earned. Th...
Common in technology and equipment sectors with long lead-time contracts.
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% |