Deferred Revenue
Roku, Inc. Deferred Revenue increased by 2.5% to $123.94M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.0%, from $115.84M to $123.94M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 16.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
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.
deferred_revenue_currentHistorical 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 | $23.15M | $23.42M | $45.76M | $54.41M | $50.64M | $60.10M | $87.68M | $98.06M | $104.11M | $98.24M | $102.16M | $101.65M | $95.97M | $93.41M | $105.72M | $115.84M | $123.63M | $122.31M | $120.91M | $123.94M |
| QoQ Change | — | +1.2% | +95.4% | +18.9% | -6.9% | +18.7% | +45.9% | +11.8% | +6.2% | -5.6% | +4.0% | -0.5% | -5.6% | -2.7% | +13.2% | +9.6% | +6.7% | -1.1% | -1.1% | +2.5% |
| YoY Change | — | — | — | — | +118.8% | +156.6% | +91.6% | +80.2% | +105.6% | +63.5% | +16.5% | +3.7% | -7.8% | -4.9% | +3.5% | +14.0% | +28.8% | +30.9% | +14.4% | +7.0% |
Business Segments
| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Platform | $70.56M | $65.81M | $63.44M | $75.03M | $85.44M | $93.40M | $91.89M | $64.11M |
| Devices | — | — | — | $30.69M | — | — | — | $56.81M |
| Total | $101.65M | $95.97M | $93.41M | $105.72M | $115.84M | $123.63M | $122.31M | $120.91M |
Devices, Platform were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Roku, Inc.'s deferred revenue?
- Roku, Inc. (ROKU) reported deferred revenue of $123.94M in Q1 2026.
- How has Roku, Inc.'s deferred revenue changed year-over-year?
- Roku, Inc.'s deferred revenue increased by 7.0% year-over-year, from $115.84M to $123.94M.
- What is the long-term trend for Roku, Inc.'s deferred revenue?
- Over 5 years (2020 to 2025), Roku, Inc.'s deferred revenue has grown at a 16.9% compound annual growth rate (CAGR), from $55.47M to $120.91M.
- What does deferred revenue mean?
- Cash received from customers for work that has not yet been completed.