Deferred Revenue
American Tower Deferred Revenue increased by 41.5% to $459.90M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 2.1%, from $450.50M to $459.90M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows a downward trend with a -3.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
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 | $549.70M | $1.45B | $1.20B | $1.02B | $729.40M | $529.80M | $439.70M | $554.20M | $515.70M | $472.50M | $434.70M | $544.20M | $391.70M | $496.20M | $329.20M | $450.50M | $419.70M | $437.60M | $325.00M | $459.90M |
| QoQ Change | — | +163.5% | -16.9% | -15.6% | -28.2% | -27.4% | -17.0% | +26.0% | -6.9% | -8.4% | -8.0% | +25.2% | -28.0% | +26.7% | -33.7% | +36.8% | -6.8% | +4.3% | -25.7% | +41.5% |
| YoY Change | — | — | — | — | +32.7% | -63.4% | -63.5% | -45.4% | -29.3% | -10.8% | -1.1% | -1.8% | -24.0% | +5.0% | -24.3% | -17.2% | +7.1% | -11.8% | -1.3% | +2.1% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is American Tower's deferred revenue?
- American Tower (AMT) reported deferred revenue of $459.90M in Q1 2026.
- How has American Tower's deferred revenue changed year-over-year?
- American Tower's deferred revenue increased by 2.1% year-over-year, from $450.50M to $459.90M.
- What is the long-term trend for American Tower's deferred revenue?
- Over 5 years (2020 to 2025), American Tower's deferred revenue has grown at a -3.6% compound annual growth rate (CAGR), from $390.60M to $325.00M.
- 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.