Deferred Revenue
Intuitive Surgical Deferred Revenue increased by 67.0% to $46.10M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 24.6%, from $37.00M to $46.10M. Over 2 years (FY 2022 to FY 2025), Deferred Revenue shows an upward trend with a 88.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates strong future demand and cash collection, while a decrease indicates the fulfillment of previously paid obligations.
Detailed definition
Represents the net change in payments 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 long-term take-or-pay contracts often show significant deferred revenue.
operating_increase_decrease_in_deferred_revenueHistorical Data
| Q2 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.80M | $30.30M | $11.40M | -$14.50M | -$18.10M | $42.70M | $24.20M | -$13.20M | $54.40M | -$4.00M | -$10.30M | $8.20M | $37.30M | $37.00M | $11.80M | $0.00 | $27.60M | $46.10M |
| QoQ Change | — | +697.4% | -62.4% | -227.2% | -24.8% | +335.9% | -43.3% | -154.5% | +512.1% | -107.4% | -157.5% | +179.6% | +354.9% | -0.8% | -68.1% | -100.0% | — | +67.0% |
| YoY Change | — | — | — | -481.6% | — | +40.9% | +112.3% | +27.1% | +27.4% | -116.5% | — | +162.1% | -31.4% | >999% | +214.6% | -100.0% | -26.0% | +24.6% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Intuitive Surgical's deferred revenue?
- Intuitive Surgical (ISRG) reported deferred revenue of $46.10M in Q1 2026.
- How has Intuitive Surgical's deferred revenue changed year-over-year?
- Intuitive Surgical's deferred revenue increased by 24.6% year-over-year, from $37.00M to $46.10M.
- What is the long-term trend for Intuitive Surgical's deferred revenue?
- Over 2 years (2022 to 2025), Intuitive Surgical's deferred revenue has grown at a 88.5% compound annual growth rate (CAGR), from $21.50M to $76.40M.
- What does deferred revenue mean?
- The net change in cash received from customers for work not yet completed.