AXON ENTERPRISE, INC.
For the period ended Nov 5, 2026. Filed Nov 5, 2026.
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Nov 5, 2026 · Filed Nov 5, 2026
Contents
EX-99.1 · Forward-Looking Operating Metrics
Forward-Looking Operating Metrics
| 30 SEP 2026 | 30 JUN 2026 | 31 MAR 2026 | 31 DEC 2025 | 30 SEP 2025 | |
|---|---|---|---|---|---|
| Annual recurring revenue ($ millions) (1) | $1,750 | $1,639 | $1,493 | $1,347 | $1,252 |
| Net revenue retention (1) | 126% | 126% | 125% | 125% | 124% |
| Future contracted bookings ($ billions) (1) | $15.8 | $15.1 | $14.3 | $14.4 | $11.4 |
(1)Refer to “Statistical Definitions” below.
Annual recurring revenue grew 40% year over year to $1.8 billion, reflecting continued adoption of premium software offerings, including the AI Era Plan, real-time operations, Axon Records and Axon 911.
Net revenue retention was 126%, reflecting our ability to deliver additional value to customers over time withde minimis attrition. We drive adoption of our cloud software solutions through integrated subscription plans that include a variety of premium software offerings. This SaaS metric excludes the hardware portion of customer subscriptions and is normalized to account for phased customer deployments throughout the year.
Future contracted bookings grew 39% year over year to $15.8 billion. This operational metric tracks total unfulfilled contracted bookings for products and services, including remaining performance obligations, as well as contracts with certain termination or other clauses that are not otherwise included in remaining performance obligations. We expect to fulfill approximately 20% to 25% of this balance over the next 12 months, with the remainder generally expected to be fulfilled over the following 10 years.
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