Revenue Recognized from Contract Liability
International Business Machines Revenue Recognized from Contract Liability increased by 157.9% to $4.90B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.4%, from $4.40B to $4.90B. Over 4 years (FY 2021 to FY 2025), Revenue Recognized from Contract Liability shows a downward trend with a -4.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Higher values indicate successful delivery of services or products for which cash was previously received.
Detailed definition
Revenue recognized during the current period that was previously recorded as a contract liability (deferred revenue) at...
Peer comparison
Commonly disclosed in revenue recognition notes for companies with subscription or long-term contract models.
tmusz_contract_liability_revenue_recognizedHistorical 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $4.90B | $5.10B | $700.00M | $4.00B | $4.40B | $4.30B | $1.40B | $3.90B | $4.40B | $4.30B | $1.50B | $4.30B | $3.10B | $2.10B | $1.50B | $4.40B | $3.40B | $2.50B | $1.90B | $4.90B |
| QoQ Change | — | +4.1% | -86.3% | +471.4% | +10.0% | -2.3% | -67.4% | +178.6% | +12.8% | -2.3% | -65.1% | +186.7% | -27.9% | -32.3% | -28.6% | +193.3% | -22.7% | -26.5% | -24.0% | +157.9% |
| YoY Change | — | — | — | — | -10.2% | -15.7% | +100.0% | -2.5% | +0.0% | +0.0% | +7.1% | +10.3% | -29.5% | -51.2% | +0.0% | +2.3% | +9.7% | +19.0% | +26.7% | +11.4% |
Product Breakdown
| Segment | Q4 '21 | Q1 '23 | Q2 '23 | Q3 '23 |
|---|---|---|---|---|
| Extended Warranty | $44.00M | $37.00M | $36.00M | $49.00M |
| Total | $700.00M | $3.90B | $4.40B | $4.30B |
Revenue Recognized from Contract Liability at Other Companies
Frequently Asked Questions
- What is International Business Machines's revenue recognized from contract liability?
- International Business Machines (IBM) reported revenue recognized from contract liability of $4.90B in Q1 2026.
- How has International Business Machines's revenue recognized from contract liability changed year-over-year?
- International Business Machines's revenue recognized from contract liability increased by 11.4% year-over-year, from $4.40B to $4.90B.
- What is the long-term trend for International Business Machines's revenue recognized from contract liability?
- Over 4 years (2021 to 2025), International Business Machines's revenue recognized from contract liability has grown at a -4.9% compound annual growth rate (CAGR), from $14.90B to $12.20B.
- What does revenue recognized from contract liability mean?
- Revenue recognized this period that was previously collected as deferred revenue.