Products & Services · Contract with Customer, Liability

Long Term Supply Arrangement — Contract with Customer, Liability

Microchip Technology Long Term Supply Arrangement — Contract with Customer, Liability decreased by 16.8% to $242.60M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 66.1%, from $715.80M to $242.60M.

Analysis

StatementSegment
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ3 2022
Last reportedQ4 2025

How to read this metric

An increase suggests higher customer commitment and future revenue visibility, while a decrease may indicate fulfillment of obligations or reduced long-term demand.

Detailed definition

This represents the total financial obligation arising from long-term supply agreements where the company has received c...

Peer comparison

Comparable to deferred revenue or contract liabilities reported by other semiconductor manufacturers with long-term customer capacity reservation agreements.

Metric ID: mchp_segment_long_term_supply_arrangement_contract_with_customer_liability

Historical Data

14 periods
 Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$150.20M$585.70M$674.70M$778.30M$857.70M$868.50M$839.70M$822.40M$776.50M$715.80M$501.50M$334.30M$291.50M$242.60M
QoQ Change+289.9%+15.2%+15.4%+10.2%+1.3%-3.3%-2.1%-5.6%-7.8%-29.9%-33.3%-12.8%-16.8%
YoY Change+471.0%+48.3%+24.5%+5.7%-9.5%-17.6%-40.3%-59.4%-62.5%-66.1%
Range$150.20M$868.50M
CAGR+15.9%
Avg YoY Growth+29.4%
Median YoY Growth-13.5%
Current Streak8 quarters decline

Frequently Asked Questions

What is Microchip Technology's long term supply arrangement — contract with customer, liability?
Microchip Technology (MCHP) reported long term supply arrangement — contract with customer, liability of $242.60M in Q4 2025.
How has Microchip Technology's long term supply arrangement — contract with customer, liability changed year-over-year?
Microchip Technology's long term supply arrangement — contract with customer, liability decreased by 66.1% year-over-year, from $715.80M to $242.60M.
What does long term supply arrangement — contract with customer, liability mean?
The total value of goods or services the company is contractually obligated to deliver to customers based on advance payments received.