{"slug":"axon-enterprise","name":"액손 엔터프라이즈","name_en":"Axon Enterprise, Inc.","ticker":"AXON","updated_at":"2026-09-23T08:23:16.496343+00:00","canonical":"https://valuechain.wiki/axon-enterprise","citable":"밸류체인 그래프 기준 액손 엔터프라이즈의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 33곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-09-23 기준).","citable_en":"Per the valuechain.wiki graph, Axon Enterprise, Inc. is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 33 companies within two hops; the links are backed by 9 dated sources, 3 of them primary filings (as of 2026-09-23).","kicker":"공공안전 통합플랫폼","kicker_en":"Integrated public safety platform","lead":"액손 엔터프라이즈는 테이저, 보디캠, 드론 등 연결형 장비와 디지털 증거관리·실시간 대응 소프트웨어를 정부와 민간 고객에게 판매한다. 하드웨어 부품과 클라우드 인프라에 비용을 쓰며, 인수를 통해 영상·센서 통합과 드론 방어 역량을 넓혀 왔다.","lead_en":"Axon Enterprise sells connected devices such as TASER energy weapons, body cameras and drones, along with digital evidence management and real-time operations software, to government and private-sector customers. It spends on hardware components and cloud infrastructure and has used acquisitions to expand its video, sensor and counter-drone capabilities.","categories":[{"key":"public-safety-mission-systems","ko":"공공안전·임무 시스템","en":"Public Safety & Mission Systems","theme":"industrial-infrastructure","theme_ko":"산업 인프라·중공업","theme_en":"Industrial Infrastructure & Heavy Industry","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"커넥티드 디바이스","note":"테이저, 보디캠과 액세서리, 차량·고정형 카메라, 드론·대드론 장비 등을 포함하며 FY2025 매출은 15억 7,686만 4,000달러였다."},{"name":"소프트웨어 및 서비스","note":"Axon Evidence, Draft One, Records, Standards, Fusus, Assistant 등 클라우드 소프트웨어와 관련 서비스를 포함하며 FY2025 매출은 12억 267만 2,000달러였다."}],"total":"2025년 총매출 27억 7,953만 6,000달러 (FY2025, SEC XBRL)","track":"C"},"segments_en":{"parts":[{"name":"Connected Devices","note":"Includes TASER devices, body cameras and accessories, in-car and fixed cameras, drones and counter-drone equipment; FY2025 revenue was US$1.576864 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Industries","tier":3,"returns_yearly":null},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"공공안전 통합플랫폼. 2025년 -4.4%, 2026년 -9.2%로 약세가 이어진다. 본주(-9.2%)와 공급단(평균 +8%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 아마존(+12%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Axon Enterprise, Inc. operates across Integrated public safety platform. It remained weak at -4.4% in 2025 and -9.2% in 2026. The stock (-9.2%) and its supply side (avg +8%) are moving in step. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on hardware components and cloud infrastructure and has used acquisitions to expand its video, sensor and counter-drone capabilities.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Dedrone","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-25","basis":"Dedrone 잔여 지분 79.8% 인수의 추가 이전대가","value":391100000,"period":"acquisition_completed_2024-10-01","basis_en":"Incremental consideration for the acquisition of the remaining 79.8% interest in Dedrone","qualifier":null},"note":"액손은 2024년 10월 Dedrone의 잔여 지분 79.8%를 인수해 드론 탐지·대응 역량을 편입했다. 기존 보유 지분을 제외한 추가 이전대가는 약 3억 9,110만달러였다.","note_en":"Axon acquired the remaining 79.8% of Dedrone in October 2024, adding drone detection and response capabilities. Incremental consideration for the remaining interest was approximately US$391.1 million.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","title":"AXON ENTERPRISE, INC. 10-K (2026-02-25)","title_en":"AXON ENTERPRISE, INC. 10-K (2026-02-25)","excerpt":"액손은 Dedrone의 잔여 지분 79.8%를 인수했다.","excerpt_en":"remaining 79.8% equity interests in Dedrone"}]},{"direction":"revenue","counterparty":"미국 국토안보부(DHS)·세관국경보호청(CBP)","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2023-06-13","basis":"DHS 사건기반 영상기록시스템 단일 공급자 IDIQ 계약 한도","value":370000000,"period":"2023-06-13_to_2028-06-12","basis_en":"Ceiling value of the DHS single-award IDIQ for incident-driven video recording systems","qualifier":"ceiling_value_not_guaranteed_revenue"},"note":"미국 국토안보부는 CBP가 관리하는 단일 공급자 IDIQ 계약으로 액손의 보디캠, 영상관리 소프트웨어, 클라우드 저장장치를 조달한다. 2023년 6월 체결된 계약의 한도는 3억 7,000만달러이며, 이는 확정 매출이 아니라 2028년 6월까지 발주할 수 있는 상한이다.","note_en":"The U.S. Department of Homeland Security procures Axon body-worn cameras, video-management software and cloud storage through a single-award IDIQ administered by CBP. The contract awarded in June 2023 has a US$370 million ceiling through June 2028; the ceiling is not guaranteed revenue.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/1069183/000162828026011360/axon-20251231.htm","title":"AXON ENTERPRISE, INC. 10-K (2026-02-25)","title_en":"AXON ENTERPRISE, INC. 10-K (2026-02-25)","excerpt":"액손은 미국 연방·주·지방 법집행기관이 가장 큰 고객군이며 다수의 정부기관과 고객 관계를 맺고 있다고 공시했다.","excerpt_en":"Our largest customer vertical is U.S. federal, state and local law enforcement."},{"stance":"confirms","publisher":"미국 국토안보부","publisher_en":"U.S. Department of Homeland Security","kind":"filing","lang":"en","published_at":"2023-07-01","url":"https://www.dhs.gov/sites/default/files/2023-07/Incident%20Driven%20Video%20Recording%20System%20%28IDVRS%29.pdf","title":"사건기반 영상기록시스템(IDVRS)","title_en":"Incident Driven Video Recording System (IDVRS)","excerpt":"국토안보부는 모든 산하기관이 보디캠, 영상관리 소프트웨어, 클라우드 저장장치를 조달할 수 있는 IDIQ 계약을 수립했으며 계약번호 70B03C23D00000006의 공급자는 Axon Enterprise였다.","excerpt_en":"The Department of Homeland Security (DHS) has established an Indefinite Delivery/Indefinite Quantity (IDIQ) contract ... Contract Number 70B03C23D00000006, Vendor Name Axon Enterprise, Inc."},{"stance":"confirms","publisher":"Federal Compass","publisher_en":"Federal Compass","kind":"analysis","lang":"en","published_at":"2023-06-13","url":"https://www.federalcompass.com/fed-contract-award/70B03C23D00000006","title":"DHS SSV, IDIQ, 보디캠 하드웨어 및 소프트웨어 계약 70B03C23D00000006","title_en":"DHS SSV, IDIQ, Body-Worn Cameras/Hardware and Software Contract 70B03C23D00000006","excerpt":"CBP·미 국경순찰대가 2023년 6월 액손에 부여한 계약은 한도 3억 7,000만달러이며 2028년 6월까지 이어진다.","excerpt_en":"This IDC contract was awarded in FY2023 on Jun 13, 2023 to Axon Enterprise, Inc. by US Border Patrol (USBP) ... with a ceiling value of $370M."}]},{"direction":"revenue","counterparty":"캐나다 왕립기마경찰(RCMP)","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"CAD","as_of":"2024-06-27","basis":"RCMP 보디캠 및 디지털 증거관리 서비스 계약의 수정 후 총액","value":154543384,"period":"contract_CW2340427_amended","basis_en":"Amended total value of the RCMP body-worn camera and digital evidence management service contract","qualifier":"amended_total_contract_value"},"note":"캐나다 왕립기마경찰은 전국 일선 경찰관 1만명 이상에게 Axon Body 4와 Axon Evidence를 배치하는 계약을 체결했다. CanadaBuys가 공개한 계약 CW2340427의 수정 후 총액은 1억 5,454만 3,384캐나다달러다.","note_en":"The Royal Canadian Mounted Police contracted for Axon Body 4 cameras and Axon Evidence for more than 10,000 frontline officers nationwide. CanadaBuys reports an amended total value of C$154,543,384 for contract CW2340427.","sources":[{"stance":"mentions","publisher":"한국경제","publisher_en":"The Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-06-05","url":"https://www.hankyung.com/article/202506044565i","title":"테이저건 누르면 AI가 보고서 작성…'제2의 팰런티어'로 떠오른 액손","title_en":"Axon Emerges as a Public-Safety AI Platform","excerpt":"액손은 최근 캐나다 연방경찰(RCMP)과 Axon Body 4 공급 계약을 체결하며 해외 확장에 나섰다.","excerpt_en":"Axon recently signed a contract to supply Axon Body 4 cameras to Canada's federal police, the RCMP, as part of its international expansion."},{"stance":"mentions","publisher":"키움증권 리서치센터","publisher_en":"Kiwoom Securities Research Center","kind":"research","lang":"ko","published_at":"2025-02-11","url":"https://bbn.kiwoom.com/rfCC814","title":"액손 엔터프라이즈: 제2의 팔란티어를 찾아서","title_en":"Axon Enterprise: Searching for the Next Palantir","excerpt":"키움증권은 액손이 캐나다 경찰(RCMP)과 Axon Body 4 공급 계약을 체결한 점을 해외 확장 사례로 들었다.","excerpt_en":"Kiwoom Securities cited Axon's Axon Body 4 supply contract with the RCMP as an example of its international expansion."},{"stance":"confirms","publisher":"캐나다 왕립기마경찰","publisher_en":"Royal Canadian Mounted Police","kind":"news","lang":"en","published_at":"2024-11-14","url":"https://rcmp.ca/en/news/2024/11/rcmp-begins-national-deployment-body-worn-cameras","title":"RCMP, 보디캠 전국 배치 시작","title_en":"RCMP Begins National Deployment of Body-Worn Cameras","excerpt":"RCMP는 Axon Public Safety Canada가 보디캠과 디지털 증거관리시스템 공급자이며 전국에 1만대 이상을 배치한다고 밝혔다.","excerpt_en":"Axon Public Safety Canada Inc. is the contractor supplying the RCMP's body-worn cameras and digital evidence management system ... more than 10,000 body-worn cameras will be rolled out across the country."},{"stance":"confirms","publisher":"Axon Investor Relations","publisher_en":"Axon Investor Relations","kind":"ir","lang":"en","published_at":"2024-11-14","url":"https://investor.axon.com/2024-11-14-Axon-is-Awarded-a-Federal-Government-Contract-to-Supply-the-Royal-Canadian-Mounted-Police-RCMP-with-Body-Worn-Cameras","title":"액손, 캐나다 왕립기마경찰 보디캠 공급 연방정부 계약 수주","title_en":"Axon Is Awarded a Federal Government Contract to Supply the Royal Canadian Mounted Police with Body-Worn Cameras","excerpt":"액손은 경쟁조달을 거쳐 RCMP에 Axon Body 4와 Axon Evidence를 공급하는 계약을 수주했으며, 배치 대상은 1만명 이상의 일선 경찰관이라고 밝혔다.","excerpt_en":"Following a competitive procurement process, it has been awarded a Public Services and Procurement Canada-led contract to supply the Royal Canadian Mounted Police (RCMP) with Axon Body 4 body-worn cameras and digital evidence management system Axon Evidence."},{"stance":"confirms","publisher":"CanadaBuys","publisher_en":"CanadaBuys","kind":"filing","lang":"en","published_at":"2024-06-27","url":"https://canadabuys.canada.ca/en/tender-opportunities/contract-history/cw2340427-001","title":"보디캠 및 디지털 증거관리 서비스 계약 이력","title_en":"Body Worn Cameras and DEMS Service - Contract History","excerpt":"RCMP가 구매기관이고 Axon Public Safety Canada가 공급자인 계약 CW2340427의 수정 후 총액은 1억 5,454만 3,384캐나다달러다.","excerpt_en":"This contract was awarded to Axon Public Safety, Canada ... Total value of contract ... CAD 154,543,384.00 ... Buying organization(s): Royal Canadian Mounted Police (RCMP)."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-06-02","basis":"Axon Cloud 운영을 위해 Microsoft Azure에 지급하는 클라우드 인프라 비용","value":null,"period":"as_of_2026-06-02","basis_en":"Cloud infrastructure spending paid to Microsoft Azure to operate Axon Cloud","qualifier":"confirmed_no_disclosed_value"},"note":"액손은 Axon Cloud를 운영하는 주요 퍼블릭 클라우드 공급자로 Microsoft Azure를 사용한다. 공급자별 지출액이나 계약 조건은 공개하지 않았다.","note_en":"Axon uses Microsoft Azure as one of the primary public-cloud providers supporting Axon Cloud. It does not disclose provider-specific spending or contract terms.","sources":[{"stance":"confirms","publisher":"Axon","publisher_en":"Axon","kind":"ir","lang":"en","published_at":"2026-06-02","url":"https://www.axon.com/blog/axon-cloud-in-2026","title":"What's Changing in Axon Cloud in 2026, And What's Staying the Same","title_en":"What's Changing in Axon Cloud in 2026, And What's Staying the Same","excerpt":"액손은 Microsoft Azure와 Amazon AWS를 Axon Cloud의 주요 클라우드 공급자로 밝혔다.","excerpt_en":"primary cloud providers ... Microsoft Azure and Amazon AWS"}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-06-02","basis":"Axon Cloud 운영을 위해 Amazon AWS에 지급하는 클라우드 인프라 비용","value":null,"period":"as_of_2026-06-02","basis_en":"Cloud infrastructure spending paid to Amazon AWS to operate Axon Cloud","qualifier":"confirmed_no_disclosed_value"},"note":"액손은 Axon Cloud를 운영하는 주요 퍼블릭 클라우드 공급자로 Amazon AWS를 사용한다. 공급자별 지출액이나 계약 조건은 공개하지 않았다.","note_en":"Axon uses Amazon AWS as one of the primary public-cloud providers supporting Axon Cloud. It does not disclose provider-specific spending or contract terms.","sources":[{"stance":"confirms","publisher":"Axon","publisher_en":"Axon","kind":"ir","lang":"en","published_at":"2026-06-02","url":"https://www.axon.com/blog/axon-cloud-in-2026","title":"What's Changing in Axon Cloud in 2026, And What's Staying the Same","title_en":"What's Changing in Axon Cloud in 2026, And What's Staying the Same","excerpt":"액손은 Microsoft Azure와 Amazon AWS를 Axon Cloud의 주요 클라우드 공급자로 밝혔다.","excerpt_en":"primary cloud providers ... Microsoft Azure and Amazon AWS"}]}]}