Cummins Deferred revenue, net of current portion decreased by 5.8% to $1.05B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 1.0%, from $1.07B to $1.05B. Over 5 years (FY 2020 to FY 2025), Deferred revenue, net of current portion shows an upward trend with a 4.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong long-term bookings and future revenue growth, while a decrease may indicate a slowdown in long-term contract renewals.
This represents the portion of deferred revenue that is expected to be recognized as revenue beyond the next twelve mont...
Common in SaaS and software companies; peers typically show growth in this metric as they scale enterprise subscriptions.
non_current_liabilities_contract_with_customer_liability_a5d23a| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $828.00M | $836.00M | $850.00M | $877.00M | $852.00M | $867.00M | $844.00M | $937.00M | $939.00M | $1.01B | $966.00M | $1.06B | $1.05B | $1.09B | $1.07B | $1.05B | $1.06B | $1.12B | $1.05B |
| QoQ Change | — | +1.0% | +1.7% | +3.2% | -2.9% | +1.8% | -2.7% | +11.0% | +0.2% | +7.7% | -4.5% | +9.8% | -1.4% | +4.2% | -2.3% | -1.1% | +0.6% | +5.7% | -5.8% |
| YoY Change | — | — | — | — | +2.9% | +3.7% | -0.7% | +6.8% | +10.2% | +16.6% | +14.5% | +13.2% | +11.4% | +7.8% | +10.2% | -0.8% | +1.2% | +2.7% | -1.0% |