Intuitive Surgical Change in Deferred Revenue increased by 67.0% to $46.10M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 24.6%, from $37.00M to $46.10M. Over 2 years (FY 2022 to FY 2025), Change in Deferred Revenue shows an upward trend with a 88.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase is generally positive, signaling strong future revenue visibility and customer commitment.
Measures the net change in payments received from customers for goods or services that have not yet been delivered or ea...
Highly relevant for subscription or long-cycle businesses; compared against peers with similar revenue models.
anet_change_in_deferred_revenue| Q2 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.80M | $30.30M | $11.40M | -$14.50M | -$18.10M | $42.70M | $24.20M | -$13.20M | $54.40M | -$4.00M | -$10.30M | $8.20M | $37.30M | $37.00M | $11.80M | $0.00 | $27.60M | $46.10M |
| QoQ Change | — | +697.4% | -62.4% | -227.2% | -24.8% | +335.9% | -43.3% | -154.5% | +512.1% | -107.4% | -157.5% | +179.6% | +354.9% | -0.8% | -68.1% | -100.0% | — | +67.0% |
| YoY Change | — | — | — | -481.6% | — | +40.9% | +112.3% | +27.1% | +27.4% | -116.5% | — | +162.1% | -31.4% | >999% | +214.6% | -100.0% | -26.0% | +24.6% |