Deferred Revenue
Applovin Corporation Deferred Revenue increased by 1.7% to $45.75M in Q3 2025 compared to the prior quarter. Year-over-year, this metric declined by 39.7%, from $75.88M to $45.75M. Over 4 years (FY 2020 to FY 2024), Deferred Revenue shows a downward trend with a -5.3% 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $90.05M | $84.88M | $78.93M | $76.12M | $68.93M | $65.43M | $64.02M | $66.90M | $74.31M | $77.90M | $78.56M | $80.48M | $74.19M | $75.88M | $69.84M | $72.62M | $44.98M | $45.75M |
| QoQ Change | — | -5.7% | -7.0% | -3.6% | -9.4% | -5.1% | -2.2% | +4.5% | +11.1% | +4.8% | +0.8% | +2.4% | -7.8% | +2.3% | -8.0% | +4.0% | -38.1% | +1.7% |
| YoY Change | — | — | — | — | -23.5% | -22.9% | -18.9% | -12.1% | +7.8% | +19.1% | +22.7% | +20.3% | -0.2% | -2.6% | -11.1% | -9.8% | -39.4% | -39.7% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Applovin Corporation's deferred revenue?
- Applovin Corporation (APP) reported deferred revenue of $45.75M in Q3 2025.
- How has Applovin Corporation's deferred revenue changed year-over-year?
- Applovin Corporation's deferred revenue decreased by 39.7% year-over-year, from $75.88M to $45.75M.
- What is the long-term trend for Applovin Corporation's deferred revenue?
- Over 4 years (2020 to 2024), Applovin Corporation's deferred revenue has grown at a -5.3% compound annual growth rate (CAGR), from $86.89M to $69.84M.
- 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.