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Revenues (Tables)
9 Months Ended
Sep. 30, 2020
Revenue from Contract with Customer [Abstract]  
Summary of Revenue by Product and Service Offering and Geography

The following tables present our revenues by primary product and service offering (in thousands):

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended September 30, 2020

​

Three Months Ended September 30, 2019

​

    

​

​

    

Software and

    

​

​

    

​

​

    

Software and

    

​

​

​

​

TASER

​

Sensors

​

Total

​

TASER

​

Sensors

​

Total

TASER 7

​

$

21,702

​

$

—

​

$

21,702

​

$

20,214

​

$

—

​

$

20,214

TASER X26P

​

 

9,766

​

 

—

​

 

9,766

​

 

11,578

​

 

—

​

 

11,578

TASER X2

​

 

14,494

​

 

—

​

 

14,494

​

 

13,241

​

 

—

​

 

13,241

TASER Pulse

​

 

2,981

​

 

—

​

 

2,981

​

 

1,132

​

 

—

​

 

1,132

Cartridges

​

 

26,335

​

 

—

​

 

26,335

​

 

18,901

​

 

—

​

 

18,901

Axon Body

​

 

—

​

 

15,978

​

 

15,978

​

 

—

​

 

6,763

​

 

6,763

Axon Flex

​

 

—

​

 

1,589

​

 

1,589

​

 

—

​

 

1,670

​

 

1,670

Axon Fleet

​

 

—

​

 

4,215

​

 

4,215

​

 

—

​

 

4,341

​

 

4,341

Axon Dock

​

 

—

​

 

5,708

​

 

5,708

​

 

—

​

 

3,358

​

 

3,358

Axon Evidence and cloud services

​

 

692

​

 

45,450

​

 

46,142

​

 

218

​

 

34,022

​

 

34,240

Extended warranties

​

 

5,265

​

 

6,514

​

 

11,779

​

 

4,543

​

 

4,714

​

 

9,257

Other

​

 

3,171

​

 

2,582

​

 

5,753

​

 

1,916

​

 

4,226

​

 

6,142

Total

​

$

84,406

​

$

82,036

​

$

166,442

​

$

71,743

​

$

59,094

​

$

130,837

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Nine Months Ended September 30, 2020

​

Nine Months Ended September 30, 2019

​

    

​

​

    

Software and

    

​

​

    

​

​

    

Software and

    

​

​

​

​

TASER

​

Sensors

​

Total

​

TASER

​

Sensors

​

Total

TASER 7

​

$

48,616

​

$

—

​

$

48,616

​

$

39,466

​

$

—

​

$

39,466

TASER X26P

​

 

30,338

​

 

—

​

 

30,338

​

 

37,832

​

 

—

​

 

37,832

TASER X2

​

 

45,401

​

 

—

​

 

45,401

​

 

40,413

​

 

—

​

 

40,413

TASER Pulse

​

 

6,374

​

 

—

​

 

6,374

​

 

2,920

​

 

—

​

 

2,920

Cartridges

​

 

76,732

​

 

—

​

 

76,732

​

 

57,354

​

 

—

​

 

57,354

Axon Body

​

 

—

​

 

40,645

​

 

40,645

​

 

—

​

 

18,820

​

 

18,820

Axon Flex

​

 

—

​

 

3,452

​

 

3,452

​

 

—

​

 

4,517

​

 

4,517

Axon Fleet

​

 

—

​

 

13,088

​

 

13,088

​

 

—

​

 

10,977

​

 

10,977

Axon Dock

​

 

—

​

 

14,714

​

 

14,714

​

 

—

​

 

9,401

​

 

9,401

Axon Evidence and cloud services

​

 

1,776

​

 

126,495

​

 

128,271

​

 

363

​

 

93,461

​

 

93,824

Extended warranties

​

 

15,340

​

 

17,707

​

 

33,047

​

 

13,341

​

 

14,064

​

 

27,405

Other

​

 

6,214

​

 

7,971

​

 

14,185

​

 

6,017

​

 

10,063

​

 

16,080

Total

​

$

230,791

​

$

224,072

​

$

454,863

​

$

197,706

​

$

161,303

​

$

359,009

​

​

The following table presents our revenues disaggregated by geography (in thousands):

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended September 30, 

​

​

Nine Months Ended September 30, 

 

​

​

2020

​

​

2019

​

​

2020

​

2019

 

United States

    

$

143,380

    

86

%  

​

$

110,809

    

85

%  

​

$

368,390

    

81

%  

$

298,736

    

83

%

Other countries

​

 

23,062

 

14

​

​

 

20,028

 

15

​

​

 

86,473

 

19

​

 

60,273

 

17

​

Total

​

$

166,442

 

100

%  

​

$

130,837

 

100

%  

​

$

454,863

 

100

%  

$

359,009

 

100

%

Contract with Customer, Assets and Liabilities

The following table presents our contract assets, contract liabilities and certain information related to these balances as of and for the nine months ended September 30, 2020 (in thousands):

​

​

​

​

​

​

    

September 30, 2020

Contract assets, net

​

$

78,124

Contract liabilities (deferred revenue)

​

 

242,464

Revenue recognized in the period from:

​

 

  

Amounts included in contract liabilities at the beginning of the period

​

 

113,422

​

Contract liabilities (deferred revenue) consisted of the following (in thousands):

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

September 30, 2020

​

December 31, 2019

​

    

Current

    

Long-Term

    

Total

    

Current

    

Long-Term

    

Total

Warranty:

 

​

  

 

​

  

 

​

  

 

​

  

 

​

  

 

​

  

TASER

​

$

13,267

​

$

14,824

​

$

28,091

​

$

12,716

​

$

16,378

​

$

29,094

Software and Sensors

​

 

12,328

​

 

3,983

​

 

16,311

​

 

9,852

​

 

5,156

​

 

15,008

​

​

 

25,595

​

 

18,807

​

 

44,402

​

 

22,568

​

 

21,534

​

 

44,102

Hardware:

​

 

  

​

 

  

​

 

  

​

 

  

​

 

  

​

 

  

TASER

​

 

15,621

​

 

12,124

​

 

27,745

​

 

9,569

​

 

15,468

​

 

25,037

Software and Sensors

​

 

27,225

​

 

40,443

​

 

67,668

​

 

22,235

​

 

33,759

​

 

55,994

​

​

 

42,846

​

 

52,567

​

 

95,413

​

 

31,804

​

 

49,227

​

 

81,031

Services:

​

 

  

​

 

  

​

 

  

​

 

  

​

 

  

​

 

  

TASER

​

 

722

​

 

1,091

​

 

1,813

​

 

293

​

 

765

​

 

1,058

Software and Sensors

​

 

85,568

​

 

15,268

​

 

100,836

​

 

63,199

​

 

16,410

​

 

79,609

​

​

​

86,290

​

​

16,359

​

​

102,649

​

​

63,492

​

​

17,175

​

​

80,667

Total

​

$

154,731

​

$

87,733

​

$

242,464

​

$

117,864

​

$

87,936

​

$

205,800

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

September 30, 2020

​

December 31, 2019

​

    

Current

    

Long-Term

    

Total

    

Current

    

Long-Term

    

Total

TASER

​

$

29,610

​

$

28,039

​

$

57,649

​

$

22,578

​

$

32,611

​

$

55,189

Software and Sensors

​

 

125,121

​

 

59,694

​

 

184,815

​

 

95,286

​

 

55,325

​

 

150,611

Total

​

$

154,731

​

$

87,733

​

$

242,464

​

$

117,864

​

$

87,936

​

$

205,800