Deferred Revenue
Walt Disney Deferred Revenue increased by 7.6% to $6.12B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 1.2%, from $6.05B to $6.12B. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 9.1% 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 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $4.06B | $4.07B | $4.28B | $4.26B | $4.06B | $5.53B | $5.39B | $5.75B | $5.87B | $5.57B | $5.64B | $6.16B | $5.81B | $5.59B | $6.05B | $6.35B | $6.15B | $5.69B | $6.12B |
| QoQ Change | — | +0.1% | +5.2% | -0.5% | -4.6% | +36.2% | -2.5% | +6.6% | +2.1% | -5.2% | +1.3% | +9.1% | -5.7% | -3.8% | +8.3% | +4.9% | -3.2% | -7.4% | +7.6% |
| YoY Change | — | — | — | — | -0.0% | +36.0% | +26.0% | +35.1% | +44.6% | +0.7% | +4.6% | +7.1% | -1.1% | +0.3% | +7.3% | +3.1% | +5.8% | +1.8% | +1.2% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Walt Disney's deferred revenue?
- Walt Disney (DIS) reported deferred revenue of $6.12B in Q4 2025.
- How has Walt Disney's deferred revenue changed year-over-year?
- Walt Disney's deferred revenue increased by 1.2% year-over-year, from $6.05B to $6.12B.
- What is the long-term trend for Walt Disney's deferred revenue?
- Over 5 years (2020 to 2025), Walt Disney's deferred revenue has grown at a 9.1% compound annual growth rate (CAGR), from $3.69B to $5.69B.
- 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.