License — Estimated recognition of deferred revenue
Estee Lauder Companies Inc. License — Estimated recognition of deferred revenue decreased by 1.5% to $201.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.1%, from $214.00M to $201.00M. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests a higher expected revenue inflow from licensing activities in the upcoming period, while a decrease may indicate a slowdown in the realization of licensing-related performance obligations.
Detailed definition
This metric represents the projected portion of deferred revenue related to licensing agreements that the company expect...
Peer comparison
Comparable to deferred revenue amortization schedules or contract liability recognition forecasts found in companies with significant royalty or intellectual property licensing models.
el_segment_license_estimated_recognition_of_deferred_revenueHistorical Data
| 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 | $235.00M | $232.00M | $229.00M | $226.00M | $223.00M | $220.00M | $217.00M | $214.00M | $210.00M | $207.00M | $204.00M | $201.00M |
| QoQ Change | — | -1.3% | -1.3% | -1.3% | -1.3% | -1.3% | -1.4% | -1.4% | -1.9% | -1.4% | -1.4% | -1.5% |
| YoY Change | — | — | — | — | -5.1% | -5.2% | -5.2% | -5.3% | -5.8% | -5.9% | -6.0% | -6.1% |
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Frequently Asked Questions
- What is Estee Lauder Companies Inc.'s license — estimated recognition of deferred revenue?
- Estee Lauder Companies Inc. (EL) reported license — estimated recognition of deferred revenue of $201.00M in Q1 2026.
- How has Estee Lauder Companies Inc.'s license — estimated recognition of deferred revenue changed year-over-year?
- Estee Lauder Companies Inc.'s license — estimated recognition of deferred revenue decreased by 6.1% year-over-year, from $214.00M to $201.00M.
- What does license — estimated recognition of deferred revenue mean?
- The amount of revenue from licensing contracts that the company expects to officially record in the near future.