What is IDEAYA Biosciences, Inc.'s change in deferred revenue?

IDEAYA Biosciences, Inc. (IDYA) reported change in deferred revenue of -$587K in Q1 2026.

What is the long-term trend for IDEAYA Biosciences, Inc.'s change in deferred revenue?

Over 2 years (2021 to 2023), IDEAYA Biosciences, Inc.'s change in deferred revenue has grown at a -23.6% compound annual growth rate (CAGR), from -$23.54M to -$13.75M.

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.

IDEAYA Biosciences, Inc. IDYA Change in Deferred Revenue

Change in Deferred Revenue at other companies

Tango TherapeuticsTNGX

$0+100%

Arcus BiosciencesRCUS

-$17M+39.3%

Relay Therapeutics, Inc.RLAY

-$7.68M-500%

Arrowhead ResearchARWR

$163.36M—

BioCryst PharmaceuticalsBCRX

-$749K—

Kymera TherapeuticsKYMR

-$34.37M-1,536%

Other financials

Income statement

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Revenue$6.6M—

Operating income-$108.5M-28.6%

Net income-$98.5M-36.5%

EPS (diluted)-$1.11-35.4%

Balance sheet

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Cash & equivalents$157.5M+21.2%

Total debt$28.6M+10.1%

Total equity$937.3M-8.5%

Total assets$1.0B-6.4%

Cash flow

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Operating cash flow-$75.2M-24.6%

CapEx$967.0K-27.3%

Free cash flow-$76.1M-23.5%

Valuation

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Market cap$3.36B+104%

Enterprise value$3.23B+110%

P/S14.5×+9.9×

Profitability

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Operating margin-4,671.1%-5,434pp

Net margin-3,921.1%-4,562pp

FCF margin-3,592%-4,290pp

Returns & leverage

See full

Return on equity-14.3%-5.0pp

Debt / equity0×0.0×

Current ratio10.7×-3.2×

Where this comes from

Reported directly by IDEAYA Biosciences, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: IDEAYA Biosciences, Inc.’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is IDEAYA Biosciences, Inc.'s change in deferred revenue?: IDEAYA Biosciences, Inc. (IDYA) reported change in deferred revenue of -$587K in Q1 2026.
What is the long-term trend for IDEAYA Biosciences, Inc.'s change in deferred revenue?: Over 2 years (2021 to 2023), IDEAYA Biosciences, Inc.'s change in deferred revenue has grown at a -23.6% compound annual growth rate (CAGR), from -$23.54M to -$13.75M.
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.