Operating

Deferred Revenue

Intuit Deferred Revenue increased by 276.0% to $94.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 30.4%, from $135.00M to $94.00M. Over 2 years (FY 2021 to FY 2023), Deferred Revenue shows an upward trend with a 124.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2014
Last reportedQ2 2026Feb 26, 2026

How to read this metric

An increase indicates strong future demand and cash collection, while a decrease indicates the fulfillment of previously paid obligations.

Detailed definition

Represents the net change in payments received from customers for goods or services that have not yet been delivered or...

Peer comparison

Common in long-term contract businesses like LNG; peers with long-term take-or-pay contracts often show significant deferred revenue.

Metric ID: operating_increase_decrease_in_deferred_revenue

Historical Data

17 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q3 '24Q1 '25Q2 '25Q4 '25Q1 '26Q2 '26
Value$5.50M$5.50M$17.75M$17.75M$17.75M$17.75M$27.75M$27.75M$27.75M$27.75M-$159.00M-$42.00M$19.00M$135.00M$58.00M$25.00M$94.00M
QoQ Change+0.0%+222.7%+0.0%+0.0%+0.0%+56.3%+0.0%+0.0%+0.0%-673.0%+73.6%+145.2%+610.5%-57.0%-56.9%+276.0%
YoY Change+222.7%+222.7%+56.3%+56.3%+56.3%+56.3%-673.0%-251.4%+111.9%+31.6%-30.4%
Range-$159.00M$135.00M
CAGR+103.3%
Avg YoY Growth-12.8%
Median YoY Growth+56.3%

Deferred Revenue at Other Companies

Frequently Asked Questions

What is Intuit's deferred revenue?
Intuit (INTU) reported deferred revenue of $94.00M in Q4 2025.
How has Intuit's deferred revenue changed year-over-year?
Intuit's deferred revenue decreased by 30.4% year-over-year, from $135.00M to $94.00M.
What is the long-term trend for Intuit's deferred revenue?
Over 2 years (2021 to 2023), Intuit's deferred revenue has grown at a 124.6% compound annual growth rate (CAGR), from $22.00M to $111.00M.
What does deferred revenue mean?
The net change in cash received from customers for work not yet completed.