Deferred Revenue
Alphabet Inc. Deferred Revenue increased by 18.7% to $6.58B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 30.6%, from $5.04B to $6.58B. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 20.9% 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 | $2.72B | $2.97B | $3.29B | $3.20B | $3.27B | $3.59B | $3.91B | $3.72B | $3.85B | $4.30B | $4.14B | $3.97B | $4.25B | $4.90B | $5.04B | $4.91B | $4.97B | $5.54B | $6.58B |
| QoQ Change | — | +9.3% | +10.8% | -2.7% | +2.3% | +9.6% | +9.0% | -4.9% | +3.5% | +11.9% | -3.9% | -4.0% | +7.0% | +15.2% | +2.9% | -2.5% | +1.2% | +11.5% | +18.7% |
| YoY Change | — | — | — | — | +20.5% | +20.8% | +18.9% | +16.2% | +17.5% | +20.0% | +5.9% | +6.9% | +10.5% | +13.8% | +21.7% | +23.5% | +16.9% | +13.2% | +30.6% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Alphabet Inc.'s deferred revenue?
- Alphabet Inc. (GOOGL) reported deferred revenue of $6.58B in Q4 2025.
- How has Alphabet Inc.'s deferred revenue changed year-over-year?
- Alphabet Inc.'s deferred revenue increased by 30.6% year-over-year, from $5.04B to $6.58B.
- What is the long-term trend for Alphabet Inc.'s deferred revenue?
- Over 5 years (2020 to 2025), Alphabet Inc.'s deferred revenue has grown at a 20.9% compound annual growth rate (CAGR), from $2.54B to $6.58B.
- 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.