What is Alphabet Inc.'s deferred revenue?

Alphabet Inc. (GOOGL) reported deferred revenue of $7.15B in Q2 2026.

How has Alphabet Inc.'s deferred revenue changed year-over-year?

Alphabet Inc.'s deferred revenue increased by 44.0% year-over-year, from $4.97B to $7.15B.

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?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Alphabet Inc. GOOGL Deferred Revenue

Deferred Revenue at other companies

AppleAAPL

$9.33B+4.0%

MicrosoftMSFT

$50.92B+14.1%

AmazonAMZN

$20.89B+1.4%

NetflixNFLX

$1.8B+4.0%

Akamai TechnologiesAKAM

$203.68M+20.1%

ComcastCMCSA

$655M-8.9%

Segments

By segment

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Google Cloud$513.9B—

Other financials

Income statement

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Revenue$119.80B+24.2%

Gross profit$73.9B+28.7%

Operating income$40.8B+30.4%

Net income$112.19B+298%

EPS (diluted)$9.11+294%

Balance sheet

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Cash & equivalents$55.9B+166%

Total debt$120.79B+190%

Total equity$640.48B+76.5%

Total assets$921.98B+83.6%

Cash flow

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Operating cash flow$39.1B+40.8%

CapEx$44.9B+100%

Free cash flow$10.1B-46.6%

Valuation

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Market cap$3.89T+66.6%

Enterprise value$3.96T+67.9%

P/E15.9×-4.3×

P/S8.7×+2.4×

Profitability

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Gross margin60.9%+2.0pp

Operating margin33.1%+0.4pp

Net margin54.8%+23.7pp

FCF margin15.2%-5.6pp

Returns & leverage

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Return on equity48.7%+13.8pp

Debt / equity0.2×+0.1×

Current ratio2.7×+0.8×

Where this comes from

Reported directly by Alphabet Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Alphabet Inc.’s 10-Q, filed July 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Alphabet Inc.'s deferred revenue?: Alphabet Inc. (GOOGL) reported deferred revenue of $7.15B in Q2 2026.
How has Alphabet Inc.'s deferred revenue changed year-over-year?: Alphabet Inc.'s deferred revenue increased by 44.0% year-over-year, from $4.97B to $7.15B.
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?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.