Deferred Revenue
DoorDash Deferred Revenue decreased by 1.6% to $538.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 42.7%, from $377.00M to $538.00M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 38.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
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 | $137.00M | $124.00M | $183.00M | $172.00M | $176.00M | $199.00M | $251.00M | $229.00M | $240.00M | $263.00M | $308.00M | $292.00M | $298.00M | $322.00M | $396.00M | $377.00M | $421.00M | $449.00M | $547.00M | $538.00M |
| QoQ Change | — | -9.5% | +47.6% | -6.0% | +2.3% | +13.1% | +26.1% | -8.8% | +4.8% | +9.6% | +17.1% | -5.2% | +2.1% | +8.1% | +23.0% | -4.8% | +11.7% | +6.7% | +21.8% | -1.6% |
| YoY Change | — | — | — | — | +28.5% | +60.5% | +37.2% | +33.1% | +36.4% | +32.2% | +22.7% | +27.5% | +24.2% | +22.4% | +28.6% | +29.1% | +41.3% | +39.4% | +38.1% | +42.7% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is DoorDash's deferred revenue?
- DoorDash (DASH) reported deferred revenue of $538.00M in Q1 2026.
- How has DoorDash's deferred revenue changed year-over-year?
- DoorDash's deferred revenue increased by 42.7% year-over-year, from $377.00M to $538.00M.
- What is the long-term trend for DoorDash's deferred revenue?
- Over 5 years (2020 to 2025), DoorDash's deferred revenue has grown at a 38.3% compound annual growth rate (CAGR), from $108.00M to $547.00M.
- 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.