What is Humana's change in deferred revenue?

Humana (HUM) reported change in deferred revenue of -$87M in Q1 2026.

How has Humana's change in deferred revenue changed year-over-year?

Humana's change in deferred revenue decreased by 1840.0% year-over-year, from $5M to -$87M.

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.

Humana HUM Change in Deferred Revenue

Change in Deferred Revenue at other companies

UnitedHealth GroupUNH

$20M+300%

CenteneCNC

$217M+4.3%

Molina HealthcareMOH

$335M+32.9%

InnovAge Holdings, Inc.INNV

$0—

Universal Insurance HoldingsUVE

$3.9M+744%

Teladoc HealthTDOC

$5.06M+191%

Other financials

Income statement

See full

Revenue$39.6B+23.5%

Operating income$1.8B-12.9%

Net income$1.2B-4.7%

EPS (diluted)$9.83-4.6%

Balance sheet

See full

Cash & equivalents$5.0B+16.5%

Total debt$14.0B+5.2%

Total equity$18.6B+4.7%

Total assets$55.3B+8.5%

Cash flow

See full

Operating cash flow$1.3B+279%

CapEx$121.0M+27.4%

Free cash flow$1.1B+380%

Valuation

See full

Market cap$47.69B+64.5%

Enterprise value$56.73B+51.1%

P/E15×-1.9×

P/S0.4×+0.1×

Profitability

See full

Operating margin2.7%-1.7pp

Net margin3%-0.1pp

FCF margin4.2%—

Returns & leverage

See full

Return on equity18.2%+0.9pp

Debt / equity0.8×0.0×

Current ratio1.8×-0.1×

Where this comes from

Reported directly by Humana in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Humana’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

Ask your AI about Humana's change in deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Humana's change in deferred revenue?: Humana (HUM) reported change in deferred revenue of -$87M in Q1 2026.
How has Humana's change in deferred revenue changed year-over-year?: Humana's change in deferred revenue decreased by 1840.0% year-over-year, from $5M to -$87M.
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.