MCHPP Long Term Supply Arrangement — Deferred revenue, non current decreased by 22.7% to $156.70M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 71.5%, from $550.70M to $156.70M. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates strong long-term customer demand and multi-year revenue stability, while a decrease may signal a shortening of the customer order book.
This represents the portion of long-term supply arrangement contract liabilities that will be recognized as revenue beyo...
Comparable to non-current deferred revenue or long-term contract liabilities reported by peers in the semiconductor and electronics components industry.
mchp_segment_long_term_supply_arrangement_deferred_revenue_non_current| Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $680.90M | $719.30M | $699.90M | $664.30M | $642.60M | $608.20M | $550.70M | $363.20M | $241.30M | $202.70M | $156.70M |
| QoQ Change | — | +5.6% | -2.7% | -5.1% | -3.3% | -5.4% | -9.5% | -34.0% | -33.6% | -16.0% | -22.7% |
| YoY Change | — | — | — | — | -5.6% | -15.4% | -21.3% | -45.3% | -62.4% | -66.7% | -71.5% |