CoreWeave, Inc. Deferred revenue, net of current portion decreased by 16.7% to $5.39B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 49.3%, from $3.61B to $5.39B. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong long-term bookings and future revenue growth, while a decrease may indicate a slowdown in long-term contract renewals.
This represents the portion of deferred revenue that is expected to be recognized as revenue beyond the next twelve mont...
Common in SaaS and software companies; peers typically show growth in this metric as they scale enterprise subscriptions.
non_current_liabilities_contract_with_customer_liability_a5d23a| Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|
| Value | $3.29B | $3.61B | $3.90B | $4.23B | $6.48B | $5.39B |
| QoQ Change | — | +9.6% | +7.9% | +8.5% | +53.2% | -16.7% |
| YoY Change | — | — | — | — | +96.5% | +49.3% |