Current Liabilities

Deferred Revenue

Super Micro Computer, Inc. Deferred Revenue increased by 90.0% to $1.47B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 317.3%, from $352.80M to $1.47B. Over 4 years (FY 2021 to FY 2025), Deferred Revenue shows an upward trend with a 38.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionCurrent Liabilities
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2016
Last reportedQ3 2026May 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$101.48M$113.68M$142.02M$114.69M$111.31M$185.23M$120.53M$148.75M$134.67M$166.03M$193.33M$233.29M$193.05M$305.84M$309.24M$352.80M$368.74M$597.32M$774.85M$1.47B
QoQ Change+12.0%+24.9%-19.2%-2.9%+66.4%-34.9%+23.4%-9.5%+23.3%+16.4%+20.7%-17.2%+58.4%+1.1%+14.1%+4.5%+62.0%+29.7%+90.0%
YoY Change+9.7%+62.9%-15.1%+29.7%+21.0%-10.4%+60.4%+56.8%+43.4%+84.2%+60.0%+51.2%+91.0%+95.3%+150.6%+317.3%
Range$101.48M$1.47B
CAGR+75.6%
Avg YoY Growth+69.2%
Median YoY Growth+58.4%
Current Streak7 quarters growth

Frequently Asked Questions

What is Super Micro Computer, Inc.'s deferred revenue?
Super Micro Computer, Inc. (SMCI) reported deferred revenue of $1.47B in Q1 2026.
How has Super Micro Computer, Inc.'s deferred revenue changed year-over-year?
Super Micro Computer, Inc.'s deferred revenue increased by 317.3% year-over-year, from $352.80M to $1.47B.
What is the long-term trend for Super Micro Computer, Inc.'s deferred revenue?
Over 4 years (2021 to 2025), Super Micro Computer, Inc.'s deferred revenue has grown at a 38.1% compound annual growth rate (CAGR), from $101.48M to $368.74M.
What does deferred revenue mean?
Cash received from customers for work that has not yet been completed.