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Axon Enterprise10-K: Cloud investment

Axon's cloud and software services generate $1.3 billion in annual recurring revenue

What happened

The company's Software and Services segment, driven by cloud-based SaaS solutions like Axon Evidence, reached $1.3 billion in ARR as of Dec 31, 2025. This large, high-margin revenue stream indicates significant and ongoing investment in cloud infrastructure, data storage, and platform security to support its growing customer base.

Source

SEC EDGARFeb 24, 2026

Annual report (Form 10-K)

Axon Enterprise 10-K for FY2025

Filing excerpt

Axon has a suite of cloud-based, SaaS solutions that deeply integrate with our hardware to benefit customers and drive annual recurring revenue, which totaled $1.3 billion1 as of December 31, 2025.

sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Cloud investment

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 24, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$1.3B (Annual recurring revenue from SaaS solutions as of December 31, 2025)

Details

CIK
1069183
Accession number
0001628280-26-011360
Timeframe
Current year
Filing year
2026
Why it matters
Target for cloud vendors
Signal category
Technology

Topics and mentions

Technologies

  • cloud
  • SaaS
  • AI

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
cloudInvestment

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/cac56398-d600-4fb5-a74b-a8979d35e020 returns this record as JSON. POST /v1/companies/enrich returns every signal for axon.com.

{
  "signal_id": "cac56398-d600-4fb5-a74b-a8979d35e020",
  "signal_type": "sec-10k",
  "signal_subtype": "cloudInvestment",
  "detected_at": "2026-03-03T05:54:57.087+00:00",
  "company": {
    "name": "Axon Enterprise",
    "domain": "axon.com"
  },
  "data": {
    "detail": "The company's Software and Services segment, driven by cloud-based SaaS solutions like Axon Evidence, reached $1.3 billion in ARR as of Dec 31, 2025. This large, high-margin revenue stream indicates significant and ongoing investment in cloud infrastructure, data storage, and platform security to support its growing customer base.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Annual recurring revenue from SaaS solutions as of December 31, 2025",
      "dollar_millions": 1300
    },
    "summary": "Axon's cloud and software services generate $1.3 billion in annual recurring revenue",
    "excerpts": "Axon has a suite of cloud-based, SaaS solutions that deeply integrate with our hardware to benefit customers and drive annual recurring revenue, which totaled $1.3 billion1 as of December 31, 2025.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm",
    "filing_date": "2026-02-24",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Target for cloud vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "cloud",
      "SaaS",
      "AI"
    ]
  }
}

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