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Deferred Revenue at other companies

Motorola Solutions, Inc. logo
Motorola Solutions, Inc.MSI
$2.3B+15.8%
Tyler Technologies logo
Tyler TechnologiesTYL
$709.78M+10.5%
Wrap Technologies logo
Wrap TechnologiesWRAP
$449K+39.4%
i3 Verticals, Inc. logo
i3 Verticals, Inc.IIIV
$32.91M-11.6%
Airship AI Holdings, Inc. logo
Airship AI Holdings, Inc.AISP
$3.64M+43.9%
ROC
Rank One Computing ROC
$1.29M+30.0%

Other financials

Income statement

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Revenue$807.3M+33.7%
Gross profit$477.3M+30.5%
Operating income$29.2M+433%
Net income$169.3M+92.4%
EPS (diluted)$2.05+89.8%

Balance sheet

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Cash & equivalents$458.9M-58.0%
Total debt$1.8B-10.7%
Total equity$3.5B+38.3%
Total assets$7.1B+16.2%

Cash flow

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Operating cash flow-$31.5M-222%
CapEx$23.1M-7.0%
Free cash flow-$54.6M-5,963%

Valuation

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Market cap$45.19B-23.1%
Enterprise value$46.56B-22.7%
P/E219.4×+39.3×
P/S15.2×-9.4×

Profitability

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Gross margin59.3%-1.3pp
Operating margin-0.8%
Net margin6.9%-8.0pp
FCF margin0.7%-15.6pp

Returns & leverage

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Return on equity6.8%-8.4pp
Debt / equity0.5×-0.3×
Current ratio2.3×-0.6×

Where this comes from

Reported directly by Axon Enterprise, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Axon Enterprise, Inc.’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Axon Enterprise, Inc.'s deferred revenue?
Axon Enterprise, Inc. (AXON) reported deferred revenue of $690.42M in Q1 2026.
How has Axon Enterprise, Inc.'s deferred revenue changed year-over-year?
Axon Enterprise, Inc.'s deferred revenue increased by 4.4% year-over-year, from $661.12M to $690.42M.
What is the long-term trend for Axon Enterprise, Inc.'s deferred revenue?
Over 5 years (2020 to 2025), Axon Enterprise, Inc.'s deferred revenue has grown at a 34.2% compound annual growth rate (CAGR), from $163.96M to $714.71M.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.