Other

Change in Deferred Revenue

Chipotle Mexican Grill Change in Deferred Revenue decreased by 143.1% to -$27.66M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 10.8%, from -$31.00M to -$27.66M. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementIncome Statement
SectionOther
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2014
Last reportedQ1 2026Apr 30, 2026

How to read this metric

An increase is generally positive, signaling strong future revenue visibility and customer commitment.

Detailed definition

Measures the net change in payments received from customers for goods or services that have not yet been delivered or ea...

Peer comparison

Highly relevant for subscription or long-cycle businesses; compared against peers with similar revenue models.

Metric ID: anet_change_in_deferred_revenue

Historical Data

14 periods
 Q4 '21Q1 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q4 '25Q1 '26
Value$37.37M-$21.60M$51.52M-$22.65M$2.76M-$1.30M$56.88M-$19.36M-$2.90M-$485.00K$68.88M-$31.00M$64.22M-$27.66M
QoQ Change-157.8%+338.5%-144.0%+112.2%-147.0%>999%-134.0%+85.0%+83.3%>999%-145.0%+307.2%-143.1%
YoY Change+37.9%-4.9%+10.4%+14.5%-205.2%+62.6%+21.1%-60.1%-6.8%+10.8%
Range-$31.00M$68.88M
CAGR-8.8%
Avg YoY Growth-12.0%
Median YoY Growth+10.6%

Frequently Asked Questions

What is Chipotle Mexican Grill's change in deferred revenue?
Chipotle Mexican Grill (CMG) reported change in deferred revenue of -$27.66M in Q1 2026.
How has Chipotle Mexican Grill's change in deferred revenue changed year-over-year?
Chipotle Mexican Grill's change in deferred revenue increased by 10.8% year-over-year, from -$31.00M to -$27.66M.
What does change in deferred revenue mean?
The change in payments received for work not yet completed.