Operating
Change in Deferred Revenue
Oracle Change in Deferred Revenue increased by 2042.9% to $2.55B in Q2 2025 compared to the prior quarter. Year-over-year, this metric grew by 10.6%, from $2.31B to $2.55B. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementCash Flow Statement
SectionOperating
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2014
Last reportedQ1 2026Sep 10, 2025
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.
Metric ID:
change_in_deferred_revenueHistorical Data
12 periods
| Q4 '21 | Q1 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q4 '24 | Q1 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $655.00M | $1.49B | -$1.01B | $650.00M | $2.03B | $107.00M | $525.00M | $2.32B | $353.00M | $2.31B | $119.00M | $2.55B |
| QoQ Change | — | +126.9% | -168.1% | +164.2% | +212.9% | -94.7% | +390.7% | +341.3% | -84.8% | +553.0% | -94.8% | >999% |
| YoY Change | — | — | — | -0.8% | +36.9% | +110.6% | -19.2% | +13.9% | -32.8% | -0.5% | -66.3% | +10.6% |
Range-$1.01B – $2.55B
CAGR+63.9%
Avg YoY Growth+5.8%
Median YoY Growth-0.5%
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Oracle's change in deferred revenue?
- Oracle (ORCL) reported change in deferred revenue of $2.55B in Q2 2025.
- How has Oracle's change in deferred revenue changed year-over-year?
- Oracle's change in deferred revenue increased by 10.6% year-over-year, from $2.31B to $2.55B.
- What does change in deferred revenue mean?
- The net change in payments received from customers for services not yet provided.