Axon Enterprise, Inc. Stock-Based Comp decreased by 35.4% to $134.70M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 3.9%, from $140.24M to $134.70M. Over 4 years (FY 2021 to FY 2025), Stock-Based Comp shows an upward trend with a 20.2% CAGR.
An increase may signal a strategy to preserve cash or align employee interests with shareholders, but it also results in share dilution.
Stock-based compensation is a non-cash expense where employees and executives are rewarded with equity or stock options...
High-growth technology firms often have higher stock-based compensation as a percentage of revenue compared to mature industrial firms.
stock_based_compensation| 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 | $137.55M | $35.06M | $41.11M | $25.09M | $21.16M | $28.20M | $31.72M | $34.35M | $31.89M | $29.99M | $35.13M | $75.12M | $74.82M | $101.78M | $130.89M | $140.24M | $139.24M | $146.15M | $208.60M | $134.70M |
| QoQ Change | — | -74.5% | +17.2% | -39.0% | -15.6% | +33.3% | +12.5% | +8.3% | -7.2% | -6.0% | +17.2% | +113.8% | -0.4% | +36.0% | +28.6% | +7.1% | -0.7% | +5.0% | +42.7% | -35.4% |
| YoY Change | — | — | — | — | -84.6% | -19.6% | -22.8% | +36.9% | +50.7% | +6.3% | +10.7% | +118.7% | +134.6% | +239.4% | +272.6% | +86.7% | +86.1% | +43.6% | +59.4% | -3.9% |
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Connected Devices | — | — | — | $7.48M | $7.58M | $7.58M | $8.66M | $5.78M |
| TASER | $8.73M | $8.73M | $8.73M | — | — | — | — | — |
| Total | $74.82M | $101.78M | $130.89M | $140.24M | $139.24M | $146.15M | $208.60M | $134.70M |
TASER is derived from annual filings.
TASER was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.