Change in Deferred Revenue
Applied Materials Change in Deferred Revenue decreased by 347.6% to -$94.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 76.3%, from -$397.00M to -$94.00M. Over 2 years (FY 2021 to FY 2023), Change in Deferred Revenue shows a downward trend with a -53.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates strong future demand and cash inflow, while a decrease suggests revenue recognition from previously collected cash.
Detailed definition
This represents the net change in cash received from customers for goods or services that have not yet been delivered or...
Peer comparison
Common in long-term contract businesses like LNG; peers with similar business models often show significant deferred revenue balances.
change_in_deferred_revenueHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q1 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $134.00M | $0.00 | $388.00M | $321.00M | $193.00M | $211.00M | $314.00M | -$60.00M | $291.00M | $124.00M | -$522.00M | $172.00M | -$536.00M | -$397.00M | -$21.00M | -$94.00M |
| QoQ Change | — | -100.0% | — | -17.3% | -39.9% | +9.3% | +48.8% | -119.1% | +585.0% | -57.4% | -521.0% | +133.0% | -411.6% | +25.9% | +94.7% | -347.6% |
| YoY Change | — | — | — | — | +44.0% | — | -19.1% | -118.7% | +50.8% | -41.2% | -266.2% | +386.7% | -284.2% | -330.8% | — | +76.3% |
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Applied Materials's change in deferred revenue?
- Applied Materials (AMAT) reported change in deferred revenue of -$94.00M in Q4 2025.
- How has Applied Materials's change in deferred revenue changed year-over-year?
- Applied Materials's change in deferred revenue increased by 76.3% year-over-year, from -$397.00M to -$94.00M.
- What is the long-term trend for Applied Materials's change in deferred revenue?
- Over 2 years (2021 to 2023), Applied Materials's change in deferred revenue has grown at a -53.5% compound annual growth rate (CAGR), from $773.00M to -$167.00M.
- What does change in deferred revenue mean?
- The net change in payments received from customers for services not yet provided.