Samsara Deferred revenue, net of current portion decreased by 3.1% to $129.73M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 5.9%, from $122.52M to $129.73M. Over 4 years (FY 2022 to FY 2026), Deferred revenue, net of current portion shows an upward trend with a 4.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase signals strong long-term contract growth and future revenue stability, while a decrease may indicate slowing long-term bookings.
This represents revenue that has been billed or collected from customers for services to be delivered beyond the next tw...
Common in SaaS and subscription-based service models; peers in the HCM and payroll space report this to show contract duration.
non_current_liabilities_contract_with_customer_liability_a5d23a| 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 | Q2 '26 | Q3 '26 | Q4 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $110.50M | $109.04M | $115.60M | $118.82M | $126.45M | $130.80M | $128.22M | $136.32M | $139.12M | $140.99M | $136.81M | $134.17M | $122.52M | $129.57M | $129.20M | $133.86M | $129.73M |
| QoQ Change | — | -1.3% | +6.0% | +2.8% | +6.4% | +3.4% | -2.0% | +6.3% | +2.1% | +1.3% | -3.0% | -1.9% | -8.7% | +5.8% | -0.3% | +3.6% | -3.1% |
| YoY Change | — | — | — | — | +14.4% | +20.0% | +10.9% | +14.7% | +10.0% | +7.8% | +6.7% | -1.6% | -11.9% | -8.1% | -5.6% | -0.2% | +5.9% |