Deferred Revenue
Applied Materials Deferred Revenue decreased by 3.7% to $2.47B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 0.8%, from $2.45B to $2.47B. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 12.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests strong sales of subscription-based services or bundled offerings, providing a predictable pipeline for future revenue recognition.
Detailed definition
Represents cash payments received from customers in advance of the company fulfilling its performance obligations, speci...
Peer comparison
High-growth software and services companies typically maintain larger deferred revenue balances relative to pure hardware manufacturers.
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 | $1.71B | $1.69B | $2.08B | $2.40B | $2.59B | $2.83B | $3.14B | $3.08B | $3.37B | $3.50B | $2.98B | $3.15B | $2.61B | $2.74B | $2.85B | $2.45B | $2.49B | $2.47B | $2.57B | $2.47B |
| QoQ Change | — | -1.1% | +23.0% | +15.5% | +8.1% | +9.2% | +11.1% | -1.9% | +9.4% | +3.7% | -14.9% | +5.8% | -17.0% | +5.0% | +3.9% | -13.9% | +1.6% | -0.8% | +3.9% | -3.7% |
| YoY Change | — | — | — | — | +51.8% | +67.5% | +51.3% | +28.6% | +30.2% | +23.7% | -5.3% | +2.1% | -22.6% | -21.6% | -4.2% | -22.1% | -4.6% | -9.9% | -9.9% | +0.8% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Applied Materials's deferred revenue?
- Applied Materials (AMAT) reported deferred revenue of $2.47B in Q1 2026.
- How has Applied Materials's deferred revenue changed year-over-year?
- Applied Materials's deferred revenue increased by 0.8% year-over-year, from $2.45B to $2.47B.
- What is the long-term trend for Applied Materials's deferred revenue?
- Over 5 years (2020 to 2025), Applied Materials's deferred revenue has grown at a 12.2% compound annual growth rate (CAGR), from $1.39B to $2.47B.
- What does deferred revenue mean?
- Money collected from customers for products or services that haven't been delivered yet but will be within a year.