Operating
Change in Deferred Revenue
Applied Materials Change in Deferred Revenue decreased by 347.6% to -$94.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 76.3%, from -$397.00M to -$94.00M. Over 2 years (FY 2021 to FY 2023), Change in Deferred Revenue shows a downward trend with a -53.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementCash Flow Statement
SectionOperating
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2013
Last reportedQ4 2025
How to read this metric
An increase signals strong future revenue potential and customer commitment, while a decrease indicates the fulfillment of prior obligations.
Detailed definition
Reflects the change in cash received from customers for goods or services that have not yet been delivered or earned. Th...
Peer comparison
Common in technology and equipment sectors with long lead-time contracts.
Metric ID:
change_in_deferred_revenueHistorical Data
18 periods
| Q1 '21 | 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 | Q4 '24 | Q1 '25 | Q2 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $134.00M | -$18.00M | $388.00M | $321.00M | $193.00M | $211.00M | $314.00M | -$60.00M | $291.00M | $124.00M | -$522.00M | $172.00M | -$536.00M | $131.00M | -$397.00M | $39.00M | -$21.00M | -$94.00M |
| QoQ Change | — | -113.4% | >999% | -17.3% | -39.9% | +9.3% | +48.8% | -119.1% | +585.0% | -57.4% | -521.0% | +133.0% | -411.6% | +124.4% | -403.1% | +109.8% | -153.8% | -347.6% |
| YoY Change | — | — | — | — | +44.0% | >999% | -19.1% | -118.7% | +50.8% | -41.2% | -266.2% | +386.7% | -284.2% | +5.6% | -330.8% | +107.3% | -116.0% | +76.3% |
Range-$536.00M – $388.00M
CAGR-8.0%
Avg YoY Growth+54.8%
Median YoY Growth-6.7%
Current Streak2 quarters decline
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Applied Materials's change in deferred revenue?
- Applied Materials (AMAT) reported change in deferred revenue of -$94.00M in Q4 2025.
- How has Applied Materials's change in deferred revenue changed year-over-year?
- Applied Materials's change in deferred revenue increased by 76.3% year-over-year, from -$397.00M to -$94.00M.
- What is the long-term trend for Applied Materials's change in deferred revenue?
- Over 2 years (2021 to 2023), Applied Materials's change in deferred revenue has grown at a -53.0% compound annual growth rate (CAGR), from $755.00M to -$167.00M.
- What does change in deferred revenue mean?
- The change in payments received from customers for work not yet completed.