Deferred Revenue
Dow Deferred Revenue decreased by 2.7% to $215.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.9%, from $207.00M to $215.00M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows a downward trend with a -8.7% 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 | $211.00M | $207.00M | $209.00M | $181.00M | $259.00M | $315.00M | $275.00M | $293.00M | $207.00M | $220.00M | $195.00M | $210.00M | $203.00M | $251.00M | $244.00M | $207.00M | $196.00M | $220.00M | $221.00M | $215.00M |
| QoQ Change | — | -1.9% | +1.0% | -13.4% | +43.1% | +21.6% | -12.7% | +6.5% | -29.4% | +6.3% | -11.4% | +7.7% | -3.3% | +23.6% | -2.8% | -15.2% | -5.3% | +12.2% | +0.5% | -2.7% |
| YoY Change | — | — | — | — | +22.7% | +52.2% | +31.6% | +61.9% | -20.1% | -30.2% | -29.1% | -28.3% | -1.9% | +14.1% | +25.1% | -1.4% | -3.4% | -12.4% | -9.4% | +3.9% |
Product Breakdown
| Segment | Q4 '21 | Q4 '22 | Q4 '23 |
|---|---|---|---|
| Licensing of Technology | $829.00M | $840.00M | $744.00M |
| Total | $209.00M | $275.00M | $195.00M |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Dow's deferred revenue?
- Dow (DOW) reported deferred revenue of $215.00M in Q1 2026.
- How has Dow's deferred revenue changed year-over-year?
- Dow's deferred revenue increased by 3.9% year-over-year, from $207.00M to $215.00M.
- What is the long-term trend for Dow's deferred revenue?
- Over 5 years (2020 to 2025), Dow's deferred revenue has grown at a -8.7% compound annual growth rate (CAGR), from $349.00M to $221.00M.
- 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.