How has Monte Rosa Therapeutics, Inc.'s change in deferred revenue changed year-over-year?

Monte Rosa Therapeutics, Inc.'s change in deferred revenue increased by 95.0% year-over-year, from -$83.94M to -$4.21M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Monte Rosa Therapeutics, Inc. GLUE Change in Deferred Revenue

Change in Deferred Revenue at other companies

Nurix Therapeutics, Inc.NRIX

-$1.25M+87.3%

Kymera TherapeuticsKYMR

-$34.37M-1,536%

ImmunomeIMNM

$0+100%

Adaptive BiotechnologiesADPT

$4M+220%

Arcus BiosciencesRCUS

-$17M+39.3%

TG TherapeuticsTGTX

-$5.99M-4,377%

Other financials

Income statement

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Revenue$4.2M-95.0%

Operating income-$50.0M-214%

Net income-$44.5M-195%

EPS (diluted)-$0.45-179%

Balance sheet

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Cash & equivalents$159.9M+104%

Total debt$39.1M-6.7%

Total equity$521.9M+89.7%

Total assets$736.4M+87.3%

Cash flow

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Operating cash flow-$37.4M+17.9%

CapEx$1.9M+17.7%

Free cash flow-$39.2M+16.7%

Valuation

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Market cap$1.75B+361%

Enterprise value$1.63B+381%

P/S40.7×+38.4×

Profitability

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Operating margin-345.2%—

Net margin-302.6%—

FCF margin-45.8%-64.9pp

Returns & leverage

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Return on equity-32.6%—

Debt / equity0.1×-0.1×

Current ratio9.5×+3.9×

Where this comes from

Reported directly by Monte Rosa Therapeutics, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInDeferredRevenue.

The official record: Monte Rosa Therapeutics, Inc.’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Monte Rosa Therapeutics, Inc.'s change in deferred revenue?: Monte Rosa Therapeutics, Inc. (GLUE) reported change in deferred revenue of -$4.21M in Q1 2026.
How has Monte Rosa Therapeutics, Inc.'s change in deferred revenue changed year-over-year?: Monte Rosa Therapeutics, Inc.'s change in deferred revenue increased by 95.0% year-over-year, from -$83.94M to -$4.21M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.