AXONAxon Enterprise
$312.88-58% 1Y
$312.88
$312.8852 weeks$732.23
Latest close: a new 52-week lowNov 6, 2026what changed →
Operating metrics
Annual recurring revenue at Axon Enterprise: $1.75B for Q3 2026, +40% on a year ago.
Operating metrics
From earnings releases, Q3 2021 to Q3 2026
Annual recurring revenue, Q3 2026+40% on a year ago$1.75B
+40% on a year ago
Net revenue retention126%
Q3 2026, +2.0 points on a year ago
Annual recurring revenue, Q3 2026: $1.75B
Annual recurring revenue ($ millions) (1)1,7501,6391,4931,3471,252
Source: Q3 2026 earnings release, filed Nov 5, 2026Every quarter, with its source
| Quarter | Annual recurring revenue | Net revenue retention | Release |
|---|---|---|---|
| Q3 2026 | $1.75B | 126% | Filed Nov 5, 2026 |
| Q2 2026 | $1.64B | 126% | Filed Aug 5, 2026 |
| Q1 2026 | $1.49B | 125% | Filed May 6, 2026 |
| Q4 2025 | $1.35B | 125% | Filed Feb 24, 2026 |
| Q3 2025 | $1.25B | 124% | Filed Nov 4, 2025 |
| Q2 2025 | $1.18B | 124% | Filed Aug 4, 2025 |
| Q1 2025 | $1.1B | 123% | Filed May 7, 2025 |
| Q4 2024 | $1B | 123% | Filed Feb 25, 2025 |
| Q3 2024 | $885.0M | 123% | Filed Nov 7, 2024 |
| Q2 2024 | $850.0M | 122% | Filed Aug 6, 2024 |
| Q1 2024 | $825.0M | 122% | Filed May 6, 2024 |
| Q4 2023 | $697.0M | 122% | Filed Feb 27, 2024 |
| Q3 2023 | $619.0M | 122% | Filed Nov 7, 2023 |
| Q2 2023 | $559.0M | 122% | Filed Aug 8, 2023 |
| Q1 2023 | $520.0M | 121% | Filed May 9, 2023 |
| Q4 2022 | $473.0M | 121% | Filed Feb 28, 2023 |
| Q3 2022 | $403.0M | 120% | Filed Nov 8, 2022 |
| Q2 2022 | n/a | 119% | Filed Aug 9, 2022 |
| Q1 2022 | n/a | 119% | Filed May 10, 2022 |
| Q4 2021 | n/a | 119% | Filed Feb 24, 2022 |
| Q3 2021 | n/a | 119% | Filed Nov 15, 2021 |
- Annual recurring revenue
- Monthly recurring license, integration, warranty and storage revenue, annualized, at the end of the quarter.
- Net revenue retention
- Dollar-based net revenue retention: recurring software and warranty revenue from a base set of customers versus the same customers a year earlier.
Source: company earnings releases furnished to the SEC on Form 8-K (Item 2.02, Exhibit 99), SEC EDGAR.
On our screensPrice implies 20 percent a year growth
Aerospace & Defense
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