Tesla, Inc. Deferred revenue, net of current portion increased by 5.9% to $3.85B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.6%, from $3.61B to $3.85B. Over 5 years (FY 2020 to FY 2025), Deferred revenue, net of current portion shows an upward trend with a 23.1% 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| 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 | $1.32B | $1.37B | $2.05B | $2.19B | $2.21B | $2.27B | $2.80B | $2.91B | $3.02B | $3.06B | $3.25B | $3.21B | $3.36B | $3.35B | $3.32B | $3.61B | $3.76B | $3.75B | $3.63B | $3.85B |
| QoQ Change | — | +3.6% | +50.3% | +6.5% | +1.1% | +2.5% | +23.8% | +3.8% | +3.8% | +1.3% | +6.3% | -1.1% | +4.4% | -0.2% | -1.0% | +8.8% | +4.3% | -0.5% | -3.1% | +5.9% |
| YoY Change | — | — | — | — | +67.7% | +65.9% | +36.6% | +33.2% | +36.7% | +35.1% | +15.9% | +10.4% | +11.1% | +9.5% | +2.0% | +12.3% | +12.1% | +11.8% | +9.5% | +6.6% |