KLA Corporation Change in deferred system revenue increased by 1890.1% to $39.29M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 79.9%, from $195.36M to $39.29M. Over 4 years (FY 2021 to FY 2025), Change in deferred system revenue shows a downward trend with a 39.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates strong future revenue potential and customer prepayments, while a decrease suggests the recognition of previously deferred system sales.
Tracks the change in revenue billed to customers for equipment systems that has not yet been recognized as income due to...
Similar to 'Change in contract liabilities' or 'Deferred revenue' in other capital equipment manufacturers.
cf_klac_change_in_deferred_system_revenue| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$40.90M | $33.47M | $112.39M | -$4.73M | $72.25M | -$60.49M | $95.08M | -$1.77M | $117.93M | $14.06M | $218.25M | $110.44M | $0.00 | -$108.65M | $195.36M | -$204.22M | -$51.52M | $1.97M | $39.29M |
| QoQ Change | — | +181.8% | +235.8% | -104.2% | >999% | -183.7% | +257.2% | -101.9% | >999% | -88.1% | >999% | -49.4% | -100.0% | — | +279.8% | -204.5% | +74.8% | +103.8% | >999% |
| YoY Change | — | — | — | — | +276.6% | -280.7% | -15.4% | +62.7% | +63.2% | +123.2% | +129.5% | >999% | -100.0% | -872.9% | -10.5% | -284.9% | — | +101.8% | -79.9% |