Super Micro Computer, Inc. Deferred revenue, net of current portion increased by 25.7% to $663.41M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 112.0%, from $312.99M to $663.41M. Over 4 years (FY 2021 to FY 2025), Deferred revenue, net of current portion shows an upward trend with a 37.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase signals strong long-term contract growth and future revenue stability, while a decrease may indicate slowing long-term bookings.
This represents revenue that has been billed or collected from customers for services to be delivered beyond the next tw...
Common in SaaS and subscription-based service models; peers in the HCM and payroll space report this to show contract duration.
non_current_liabilities_contract_with_customer_liability_a5d23a| 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 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $100.84M | $101.75M | $110.53M | $115.06M | $122.55M | $134.63M | $159.57M | $161.18M | $169.78M | $174.48M | $190.34M | $203.20M | $223.32M | $252.34M | $289.41M | $312.99M | $362.65M | $430.68M | $527.91M | $663.41M |
| QoQ Change | — | +0.9% | +8.6% | +4.1% | +6.5% | +9.9% | +18.5% | +1.0% | +5.3% | +2.8% | +9.1% | +6.8% | +9.9% | +13.0% | +14.7% | +8.1% | +15.9% | +18.8% | +22.6% | +25.7% |
| YoY Change | — | — | — | — | +21.5% | +32.3% | +44.4% | +40.1% | +38.5% | +29.6% | +19.3% | +26.1% | +31.5% | +44.6% | +52.0% | +54.0% | +62.4% | +70.7% | +82.4% | +112.0% |