What is Arvinas's change in deferred revenue?

Arvinas (ARVN) reported change in deferred revenue of -$15.6M in Q1 2026.

How has Arvinas's change in deferred revenue changed year-over-year?

Arvinas's change in deferred revenue increased by 91.7% year-over-year, from -$188.9M to -$15.6M.

What is the long-term trend for Arvinas's change in deferred revenue?

Over 3 years (2021 to 2025), Arvinas's change in deferred revenue has grown at a -30.4% compound annual growth rate (CAGR), from $718.3M to -$242.6M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Arvinas ARVN Change in Deferred Revenue

Change in Deferred Revenue at other companies

Nurix Therapeutics, Inc.NRIX

-$1.25M+87.3%

Kymera TherapeuticsKYMR

-$34.37M-1,536%

Monte Rosa Therapeutics, Inc.GLUE

-$4.21M+95.0%

ImmunomeIMNM

$0+100%

Arcus BiosciencesRCUS

-$17M+39.3%

IDEAYA Biosciences, Inc.IDYA

-$587K—

Other financials

Income statement

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Revenue$15.6M-91.7%

Operating income-$63.8M-189%

Net income-$57.6M-169%

EPS (diluted)-$0.90-179%

Balance sheet

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Cash & equivalents$87.3M+7.8%

Total debt$8.6M-19.6%

Total equity$386.8M-41.4%

Total assets$647.5M-35.3%

Cash flow

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Operating cash flow-$69.2M+22.2%

CapEx$1.3M+225%

Free cash flow-$70.5M+21.1%

Valuation

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Market cap$518.11M-4.6%

Enterprise value$439.41M-7.1%

P/S5.8×+4.5×

Profitability

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Operating margin-283.8%-310pp

Net margin-247.5%-260pp

FCF margin-287.4%—

Returns & leverage

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Return on equity-42.3%-53.5pp

Debt / equity0×0.0×

Current ratio5.4×+0.9×

Where this comes from

Reported directly by Arvinas in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Arvinas’s 10-Q, filed May 11, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Arvinas's change in deferred revenue?: Arvinas (ARVN) reported change in deferred revenue of -$15.6M in Q1 2026.
How has Arvinas's change in deferred revenue changed year-over-year?: Arvinas's change in deferred revenue increased by 91.7% year-over-year, from -$188.9M to -$15.6M.
What is the long-term trend for Arvinas's change in deferred revenue?: Over 3 years (2021 to 2025), Arvinas's change in deferred revenue has grown at a -30.4% compound annual growth rate (CAGR), from $718.3M to -$242.6M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.