Flock Reaches $100M Private ARR
$500M/year Palantir for Dollar General
Flock’s private sector business shows the company is no longer just selling tools to police, it is building a repeatable security workflow for large physical sites. Retailers, hospitals, warehouses, and malls buy the same stack for a simple reason, they need to know what happened, see it fast, and decide whether to send a guard. That makes Flock’s cameras, video, software, and drones useful outside city budgets, and expands its customer base far beyond law enforcement.
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The product shift is concrete. Flock started with a $2,500 per year camera subscription, then added gunshot detection, drone surveillance, dispatch software, and FlockOS. By March 2026, total ARR reached about $500M, with the private security segment above $100M, or roughly one fifth of the business.
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Private site buyers use the system differently from a police department. A warehouse or hospital can connect fixed cameras and alerts, then launch an automated Aerodome drone after an alarm to get live aerial video before sending a guard into a parking lot, loading dock, or large campus.
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This puts Flock on a collision course with Axon in enterprise security, not just public safety. Axon says Fusus is built to connect existing cameras, floor plans, and live feeds for venues, healthcare, retail, and other private sites, while also linking private video into law enforcement workflows. Flock is attacking the same need with more owned hardware in the bundle.
The next step is a broader operating system for physical security. If Flock keeps turning alarms into one click aerial response and one screen investigations, more spending will move from stand alone guards, cameras, and patrol tools into bundled subscriptions, and the line between enterprise security software and public safety infrastructure will keep disappearing.