Current Liabilities

Deferred Revenue

Oracle Deferred Revenue decreased by 0.6% to $9.88B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 9.6%, from $9.02B to $9.88B. Over 4 years (FY 2021 to FY 2025), Deferred Revenue shows relatively stable performance with a 1.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionCurrent Liabilities
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2015
Last reportedQ3 2026Mar 11, 2026

How to read this metric

An increase is generally positive, signaling strong future demand and cash collection, while a decrease indicates the fulfillment of obligations.

Detailed definition

This represents payments received from customers for goods or services that have not yet been delivered or performed. It...

Peer comparison

Common in subscription and long-term contract businesses; highly indicative of future revenue visibility.

Metric ID: deferred_revenue_current

Historical Data

20 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Value$8.78B$10.01B$7.94B$7.87B$8.36B$10.47B$8.71B$8.60B$8.97B$11.12B$8.88B$8.93B$9.31B$11.46B$9.43B$9.02B$9.39B$12.10B$9.94B$9.88B
QoQ Change+14.1%-20.7%-0.8%+6.2%+25.3%-16.9%-1.2%+4.3%+24.0%-20.2%+0.6%+4.3%+23.0%-17.7%-4.4%+4.1%+28.9%-17.8%-0.6%
YoY Change-4.8%+4.6%+9.7%+9.2%+7.3%+6.2%+2.0%+3.9%+3.8%+3.0%+6.2%+1.0%+0.8%+5.6%+5.4%+9.6%
Range$7.87B$12.10B
CAGR+2.5%
Avg YoY Growth+4.6%
Median YoY Growth+5.0%
Current Streak2 quarters decline

Frequently Asked Questions

What is Oracle's deferred revenue?
Oracle (ORCL) reported deferred revenue of $9.88B in Q4 2025.
How has Oracle's deferred revenue changed year-over-year?
Oracle's deferred revenue increased by 9.6% year-over-year, from $9.02B to $9.88B.
What is the long-term trend for Oracle's deferred revenue?
Over 4 years (2021 to 2025), Oracle's deferred revenue has grown at a 1.7% compound annual growth rate (CAGR), from $8.78B to $9.39B.
What does deferred revenue mean?
Cash received from customers for work that has not yet been completed.