Deferred Revenue
Carvana Deferred Revenue decreased by 7.8% to $47.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 17.5%, from $57.00M to $47.00M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 24.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests strong sales of subscription-based services or bundled offerings, providing a predictable pipeline for future revenue recognition.
Detailed definition
Represents cash payments received from customers in advance of the company fulfilling its performance obligations, speci...
Peer comparison
High-growth software and services companies typically maintain larger deferred revenue balances relative to pure hardware manufacturers.
deferred_revenue_currentHistorical 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 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $23.00M | $32.00M | $34.00M | $37.00M | $37.00M | $33.00M | $23.00M | $34.00M | $39.00M | $31.00M | $30.00M | $39.00M | $49.00M | $50.00M | $63.00M | $57.00M | $46.00M | $49.00M | $51.00M | $47.00M |
| QoQ Change | — | +39.1% | +6.3% | +8.8% | +0.0% | -10.8% | -30.3% | +47.8% | +14.7% | -20.5% | -3.2% | +30.0% | +25.6% | +2.0% | +26.0% | -9.5% | -19.3% | +6.5% | +4.1% | -7.8% |
| YoY Change | — | — | — | — | +60.9% | +3.1% | -32.4% | -8.1% | +5.4% | -6.1% | +30.4% | +14.7% | +25.6% | +61.3% | +110.0% | +46.2% | -6.1% | -2.0% | -19.0% | -17.5% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Carvana's deferred revenue?
- Carvana (CVNA) reported deferred revenue of $47.00M in Q1 2026.
- How has Carvana's deferred revenue changed year-over-year?
- Carvana's deferred revenue decreased by 17.5% year-over-year, from $57.00M to $47.00M.
- What is the long-term trend for Carvana's deferred revenue?
- Over 5 years (2020 to 2025), Carvana's deferred revenue has grown at a 24.6% compound annual growth rate (CAGR), from $17.00M to $51.00M.
- What does deferred revenue mean?
- Money collected from customers for products or services that haven't been delivered yet but will be within a year.