Non-Current Assets
Deferred costs
Cloudflare, Inc. Deferred costs increased by 13.1% to $219.50M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 27.5%, from $172.22M to $219.50M. Over 5 years (FY 2020 to FY 2025), Deferred costs shows an upward trend with a 37.8% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryEfficiency
SignalContext dependent
VolatilityStable
First reportedQ2 2025
Last reportedQ4 2025
How to read this metric
An increase indicates a growing pipeline of long-term contracts, while a decrease may signal shorter contract durations or reduced acquisition spending.
Detailed definition
This represents the portion of incremental contract acquisition costs that will be amortized over a period exceeding one...
Peer comparison
Standard in SaaS companies, often grouped with other long-term deferred assets.
Metric ID:
non_current_assets_capitalized_contract_cost_net_noncurrentHistorical Data
19 periods
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $56.59M | $61.61M | $70.32M | $76.27M | $80.71M | $87.28M | $93.15M | $98.43M | $107.48M | $115.15M | $133.24M | $137.53M | $144.33M | $152.38M | $172.22M | $174.54M | $183.92M | $194.04M | $219.50M |
| QoQ Change | — | +8.9% | +14.1% | +8.5% | +5.8% | +8.1% | +6.7% | +5.7% | +9.2% | +7.1% | +15.7% | +3.2% | +4.9% | +5.6% | +13.0% | +1.4% | +5.4% | +5.5% | +13.1% |
| YoY Change | — | — | — | — | +42.6% | +41.7% | +32.5% | +29.1% | +33.2% | +31.9% | +43.0% | +39.7% | +34.3% | +32.3% | +29.3% | +26.9% | +27.4% | +27.3% | +27.5% |
Range$56.59M – $219.50M
CAGR+35.2%
Avg YoY Growth+33.2%
Median YoY Growth+32.3%
Current Streak18+ quarters growth
Deferred costs at Other Companies
Frequently Asked Questions
- What is Cloudflare, Inc.'s deferred costs?
- Cloudflare, Inc. (NET) reported deferred costs of $219.50M in Q4 2025.
- How has Cloudflare, Inc.'s deferred costs changed year-over-year?
- Cloudflare, Inc.'s deferred costs increased by 27.5% year-over-year, from $172.22M to $219.50M.
- What is the long-term trend for Cloudflare, Inc.'s deferred costs?
- Over 5 years (2020 to 2025), Cloudflare, Inc.'s deferred costs has grown at a 37.8% compound annual growth rate (CAGR), from $44.18M to $219.50M.
- What does deferred costs mean?
- The portion of sales-related contract costs that will be expensed after more than one year.