Microsoft More Personal Computing — Deferred Revenue decreased by 0.3% to $2.88B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 3.7%, from $2.99B to $2.88B. Over 4 years (FY 2021 to FY 2025), More Personal Computing — Deferred Revenue shows a downward trend with a -5.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong forward-looking sales and cash flow collection, while a decrease may indicate a slowdown in new contract signings or a faster rate of fulfilling existing service obligations.
This metric represents the deferred revenue or unearned income specifically associated with Microsoft's More Personal Co...
Similar to deferred revenue balances at Apple for services and AppleCare, or unearned revenue at Sony for PlayStation Plus subscriptions.
msft_segment_more_personal_computing_contract_with_customer_liability| 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 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $4.31B | $4.33B | $3.73B | $3.69B | $4.48B | $4.19B | $3.68B | $3.55B | $4.68B | $4.40B | $5.75B | $5.21B | $2.90B | $2.86B | $3.48B | $2.99B | $2.68B | $2.52B | $2.89B | $2.88B |
| QoQ Change | — | +0.5% | -14.0% | -0.9% | +21.3% | -6.5% | -12.1% | -3.8% | +32.0% | -5.9% | +30.6% | -9.4% | -44.3% | -1.3% | +21.7% | -14.1% | -10.6% | -5.9% | +14.8% | -0.3% |
| YoY Change | — | — | — | — | +3.9% | -3.3% | -1.1% | -4.0% | +4.4% | +5.0% | +56.0% | +46.9% | -38.0% | -34.9% | -39.4% | -42.5% | -7.8% | -12.1% | -17.0% | -3.7% |