What is Intuit's change in deferred revenue?

Intuit (INTU) reported change in deferred revenue of $94M in Q4 2025.

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

Intuit's change in deferred revenue decreased by 30.4% year-over-year, from $135M to $94M.

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.

Intuit INTU Change in Deferred Revenue

Change in Deferred Revenue at other companies

Fair IsaacFICO

-$14.27M-204%

OracleORCL

$2.55B+10.6%

Paycom SoftwarePAYC

$3.9M-4.9%

Gloo Holdings, Inc. GLOO

-$1.17M-301%

Vertex, Inc.VERX

$11.25M+0.8%

EVERTECEVTC

-$590K+82.4%

Other financials

Income statement

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Revenue$8.6B+10.4%

Operating income$4.0B+8.1%

Net income$3.1B+8.7%

EPS (diluted)$11.09+10.7%

Balance sheet

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Cash & equivalents$11.9B+17.0%

Total debt$6.9B-2.6%

Total equity$20.6B+2.5%

Total assets$39.3B+7.5%

Cash flow

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Operating cash flow$5.3B+20.6%

CapEx$64.0M+82.9%

Free cash flow$5.2B+20.1%

Valuation

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Market cap$69.77B-67.1%

Enterprise value$64.76B-69.0%

P/E15.2×-45.6×

P/S3.3×-8.3×

Profitability

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Gross margin82.1%—

Operating margin27.5%+2.3pp

Net margin21.9%+2.7pp

FCF margin37.1%+3.2pp

Returns & leverage

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Return on equity22.5%+4.6pp

Debt / equity0.3×0.0×

Current ratio1.5×0.0×

Where this comes from

Reported directly by Intuit in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInDeferredRevenue.

The official record: Intuit’s 10-Q, filed February 26, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Intuit's change in deferred revenue?: Intuit (INTU) reported change in deferred revenue of $94M in Q4 2025.
How has Intuit's change in deferred revenue changed year-over-year?: Intuit's change in deferred revenue decreased by 30.4% year-over-year, from $135M to $94M.
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.