Deferred Revenue
Lam Research Deferred Revenue remained flat by 0.0% to $286.94M in Q2 2025 compared to the prior quarter. Year-over-year, this metric grew by 513.7%, from -$69.36M to $286.94M. Over 4 years (FY 2021 to FY 2025), Deferred Revenue shows an upward trend with a 22.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
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
| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | $508.01M | $604.57M | $163.47M | -$277.44M | $1.15B |
| YoY Change | — | +19.0% | -73.0% | -269.7% | +513.7% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Lam Research's deferred revenue?
- Lam Research (LRCX) reported deferred revenue of $286.94M in Q2 2025.
- How has Lam Research's deferred revenue changed year-over-year?
- Lam Research's deferred revenue increased by 513.7% year-over-year, from -$69.36M to $286.94M.
- What is the long-term trend for Lam Research's deferred revenue?
- Over 4 years (2021 to 2025), Lam Research's deferred revenue has grown at a 22.6% compound annual growth rate (CAGR), from $508.01M to $1.15B.
- What does deferred revenue mean?
- The net change in cash received from customers for work not yet completed.