Change in Deferred Revenue
Cloudflare, Inc. Change in Deferred Revenue decreased by 11.6% to $69.68M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 94.7%, from $35.79M to $69.68M. Over 4 years (FY 2021 to FY 2025), Change in Deferred Revenue shows an upward trend with a 36.5% 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 inflow, while a decrease suggests revenue recognition from previously collected cash.
Detailed definition
This represents the net change in cash 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 similar business models often show significant deferred revenue balances.
change_in_deferred_revenueHistorical 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 | $13.08M | $12.42M | $24.25M | $16.00M | $18.48M | $17.43M | $50.30M | $21.88M | $34.58M | $24.62M | $53.40M | $9.04M | $20.66M | $17.24M | $88.08M | $35.79M | $46.85M | $62.38M | $78.80M | $69.68M |
| QoQ Change | — | -5.0% | +95.3% | -34.0% | +15.5% | -5.7% | +188.5% | -56.5% | +58.0% | -28.8% | +116.9% | -83.1% | +128.6% | -16.6% | +410.9% | -59.4% | +30.9% | +33.1% | +26.3% | -11.6% |
| YoY Change | — | — | — | — | +41.3% | +40.4% | +107.4% | +36.7% | +87.2% | +41.2% | +6.2% | -58.7% | -40.3% | -30.0% | +64.9% | +296.1% | +126.8% | +261.8% | -10.5% | +94.7% |
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Cloudflare, Inc.'s change in deferred revenue?
- Cloudflare, Inc. (NET) reported change in deferred revenue of $69.68M in Q1 2026.
- How has Cloudflare, Inc.'s change in deferred revenue changed year-over-year?
- Cloudflare, Inc.'s change in deferred revenue increased by 94.7% year-over-year, from $35.79M to $69.68M.
- What is the long-term trend for Cloudflare, Inc.'s change in deferred revenue?
- Over 4 years (2021 to 2025), Cloudflare, Inc.'s change in deferred revenue has grown at a 36.5% compound annual growth rate (CAGR), from $64.39M to $223.82M.
- What does change in deferred revenue mean?
- The net change in payments received from customers for services not yet provided.