Non-Current Liabilities

Deferred revenue, net of current portion

Planet Labs Deferred revenue, net of current portion decreased by 43.1% to $27.52M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 146.1%, from $11.18M to $27.52M. Over 5 years (FY 2021 to FY 2026), Deferred revenue, net of current portion shows an upward trend with a 12.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Liabilities
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2021
Last reportedQ4 2026Mar 23, 2026

How to read this metric

An increase signals strong long-term contract growth and future revenue stability, while a decrease may indicate slowing long-term bookings.

Detailed definition

This represents revenue that has been billed or collected from customers for services to be delivered beyond the next tw...

Peer comparison

Common in SaaS and subscription-based service models; peers in the HCM and payroll space report this to show contract duration.

Metric ID: non_current_liabilities_contract_with_customer_liability_a5d23a

Historical Data

17 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Value$3.58M$0.00$0.00$0.00$2.88M$2.47M$18.19M$7.76M$5.29M$13.25M$11.97M$11.23M$11.18M$29.68M$25.01M$48.33M$27.52M
QoQ Change-100.0%-14.2%+635.1%-57.3%-31.8%+150.3%-9.6%-6.2%-0.4%+165.4%-15.7%+93.2%-43.1%
YoY Change-19.5%+83.7%+435.4%-34.2%+44.7%+111.3%+124.0%+109.0%+330.4%+146.1%
Range$0.00$48.33M
CAGR+66.5%
Avg YoY Growth+133.1%
Median YoY Growth+110.1%

Frequently Asked Questions

What is Planet Labs's deferred revenue, net of current portion?
Planet Labs (PL) reported deferred revenue, net of current portion of $27.52M in Q4 2025.
How has Planet Labs's deferred revenue, net of current portion changed year-over-year?
Planet Labs's deferred revenue, net of current portion increased by 146.1% year-over-year, from $11.18M to $27.52M.
What is the long-term trend for Planet Labs's deferred revenue, net of current portion?
Over 5 years (2021 to 2026), Planet Labs's deferred revenue, net of current portion has grown at a 12.7% compound annual growth rate (CAGR), from $15.12M to $27.52M.
What does deferred revenue, net of current portion mean?
Revenue received for services to be provided after one year.