CrowdStrike Holdings, Inc. Change in Deferred Revenue decreased by 87.3% to $42.72M in Q1 2025 compared to the prior quarter. Year-over-year, this metric grew by 184.0%, from $15.04M to $42.72M. Over 3 years (FY 2022 to FY 2025), Change in Deferred Revenue shows relatively stable performance with a 2.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates strong future demand and cash inflow, while a decrease suggests revenue recognition from previously collected cash.
This represents the net change in cash received from customers for goods or services that have not yet been delivered or...
Common in long-term contract businesses like LNG; peers with similar business models often show significant deferred revenue balances.
change_in_deferred_revenue| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $109.38M | $205.46M | $171.35M | $130.23M | $163.28M | $0.00 | $33.13M | $640.10M | $48.68M | $0.00 | $103.32M | $554.46M | $15.04M | $91.14M | $227.50M | $335.59M | $42.72M |
| QoQ Change | — | +87.8% | -16.6% | -24.0% | +25.4% | -100.0% | — | >999% | -92.4% | -100.0% | — | +436.6% | -97.3% | +505.9% | +149.6% | +47.5% | -87.3% |
| YoY Change | — | — | — | — | +49.3% | -100.0% | -80.7% | +391.5% | -70.2% | — | +211.9% | -13.4% | -69.1% | — | +120.2% | -39.5% | +184.0% |