Discontinued — last reported Q4 '25
Change in Deferred Revenue
OperatingAlphabet Inc. Change in Deferred Revenue increased by 62.0% to $1.10B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 502.7%, from $183.00M to $1.10B. Over 3 years (FY 2021 to FY 2025), Change in Deferred Revenue shows an upward trend with a 46.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase is a positive lead indicator of future revenue recognition and strong cash flow; a decrease suggests the company is recognizing revenue from past sales faster than it is booking new ones.
Detailed definition
Represents the change in cash received from customers for products or services that have not yet been delivered or earne...
Peer comparison
Critical for SaaS companies and hardware companies with significant software-as-a-service components.
cf_change_in_deferred_revenueHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$3.00M | $272.00M | $368.00M | -$94.00M | $86.00M | $112.00M | $263.00M | -$201.00M | $184.00M | $707.00M | -$141.00M | $361.00M | $640.00M | $183.00M | $500.00M | $136.00M | $681.00M | $1.10B |
| QoQ Change | — | >999% | +35.3% | -125.5% | +191.5% | +30.2% | +134.8% | -176.4% | +191.5% | +284.2% | -119.9% | +356.0% | +77.3% | -71.4% | +173.2% | -72.8% | +400.7% | +62.0% |
| YoY Change | — | — | — | — | >999% | -58.8% | -28.5% | -113.8% | +114.0% | +531.3% | +29.9% | +96.2% | -9.5% | — | +454.6% | -62.3% | +6.4% | +502.7% |
Business Segments
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Alphabet Inc.'s change in deferred revenue?
- Alphabet Inc. (GOOG) reported change in deferred revenue of $1.10B in Q4 2025.
- How has Alphabet Inc.'s change in deferred revenue changed year-over-year?
- Alphabet Inc.'s change in deferred revenue increased by 502.7% year-over-year, from $183.00M to $1.10B.
- What is the long-term trend for Alphabet Inc.'s change in deferred revenue?
- Over 3 years (2021 to 2025), Alphabet Inc.'s change in deferred revenue has grown at a 46.2% compound annual growth rate (CAGR), from $774.00M to $2.42B.
- What does change in deferred revenue mean?
- Cash collected from customers for work or products that will be delivered in the future.