Deferred revenue, net of current portion
MicroStrategy Deferred revenue, net of current portion decreased by 4.2% to $5.22M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.2%, from $3.98M to $5.22M. Over 4 years (FY 2021 to FY 2025), Deferred revenue, net of current portion shows a downward trend with a -12.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests strong long-term bookings and future revenue growth, while a decrease may indicate a slowdown in long-term contract renewals.
Detailed definition
This represents the portion of deferred revenue that is expected to be recognized as revenue beyond the next twelve mont...
Peer comparison
Common in SaaS and software companies; peers typically show growth in this metric as they scale enterprise subscriptions.
non_current_liabilities_contract_with_customer_liability_a5d23aHistorical Data
| 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $7.26M | $8.30M | $8.09M | $8.24M | $8.50M | $8.75M | $12.76M | $11.65M | $11.24M | $7.64M | $8.52M | $6.49M | $5.96M | $6.34M | $4.97M | $3.98M | $4.20M | $3.45M | $5.45M | $5.22M |
| QoQ Change | — | +14.3% | -2.6% | +1.8% | +3.2% | +3.0% | +45.8% | -8.8% | -3.5% | -32.1% | +11.6% | -23.9% | -8.0% | +6.4% | -21.7% | -19.9% | +5.4% | -17.8% | +58.0% | -4.2% |
| YoY Change | — | — | — | — | +17.0% | +5.4% | +57.8% | +41.4% | +32.3% | -12.7% | -33.2% | -44.3% | -47.0% | -16.9% | -41.7% | -38.6% | -29.6% | -45.6% | +9.7% | +31.2% |
Deferred revenue, net of current portion at Other Companies
Frequently Asked Questions
- What is MicroStrategy's deferred revenue, net of current portion?
- MicroStrategy (MSTR) reported deferred revenue, net of current portion of $5.22M in Q1 2026.
- How has MicroStrategy's deferred revenue, net of current portion changed year-over-year?
- MicroStrategy's deferred revenue, net of current portion increased by 31.2% year-over-year, from $3.98M to $5.22M.
- What is the long-term trend for MicroStrategy's deferred revenue, net of current portion?
- Over 4 years (2021 to 2025), MicroStrategy's deferred revenue, net of current portion has grown at a -12.8% compound annual growth rate (CAGR), from $7.26M to $4.20M.
- What does deferred revenue, net of current portion mean?
- Revenue received in advance for services or products to be delivered more than one year in the future.