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Axon Enterprise10-K: Recurring revenue shift

Axon's SaaS and Services segment achieves $1.3 billion in Annual Recurring Revenue

What happened

Axon's software and services business has reached a significant milestone of $1.3 billion in ARR, demonstrating the success of its subscription-based platform strategy.

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: Recurring revenue shift

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

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

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.3B (Annual recurring revenue from Software and Services segment as of December 31, 2025)

Details

CIK
1069183
Accession number
0001628280-26-011360
Timeframe
Current year
Filing year
2026
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • cloud
  • SaaS
  • AI

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
recurringRevenueShift

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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/f89c3978-a240-4606-b198-a0a34c4b9abc returns this record as JSON. POST /v1/companies/enrich returns every signal for axon.com.

{
  "signal_id": "f89c3978-a240-4606-b198-a0a34c4b9abc",
  "signal_type": "sec-10k",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-03-03T05:54:57.087+00:00",
  "company": {
    "name": "Axon Enterprise",
    "domain": "axon.com"
  },
  "data": {
    "detail": "Axon's software and services business has reached a significant milestone of $1.3 billion in ARR, demonstrating the success of its subscription-based platform strategy. This strong, predictable cash flow provides a substantial budget for reinvestment into cloud infrastructure, AI development, and customer success platforms to support and grow this high-margin business.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Annual recurring revenue from Software and Services segment as of December 31, 2025",
      "dollar_millions": 1300
    },
    "summary": "Axon's SaaS and Services segment achieves $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": 0.8,
    "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": "Billing/subscription tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "cloud",
      "SaaS",
      "AI"
    ]
  }
}

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