Deferred Revenue
Cloudflare, Inc. Deferred Revenue increased by 10.4% to $755.10M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 48.6%, from $508.09M to $755.10M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 65.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase suggests strong sales of subscription-based services or bundled offerings, providing a predictable pipeline for future revenue recognition.
Detailed definition
Represents cash payments received from customers in advance of the company fulfilling its performance obligations, speci...
Peer comparison
High-growth software and services companies typically maintain larger deferred revenue balances relative to pure hardware manufacturers.
deferred_revenue_currentHistorical 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 | $79.83M | $92.42M | $116.55M | $131.65M | $155.81M | $171.40M | $218.65M | $238.80M | $267.98M | $294.10M | $347.61M | $356.24M | $370.97M | $389.80M | $477.77M | $508.09M | $546.70M | $598.98M | $684.21M | $755.10M |
| QoQ Change | — | +15.8% | +26.1% | +13.0% | +18.4% | +10.0% | +27.6% | +9.2% | +12.2% | +9.7% | +18.2% | +2.5% | +4.1% | +5.1% | +22.6% | +6.3% | +7.6% | +9.6% | +14.2% | +10.4% |
| YoY Change | — | — | — | — | +95.2% | +85.5% | +87.6% | +81.4% | +72.0% | +71.6% | +59.0% | +49.2% | +38.4% | +32.5% | +37.4% | +42.6% | +47.4% | +53.7% | +43.2% | +48.6% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Cloudflare, Inc.'s deferred revenue?
- Cloudflare, Inc. (NET) reported deferred revenue of $755.10M in Q1 2026.
- How has Cloudflare, Inc.'s deferred revenue changed year-over-year?
- Cloudflare, Inc.'s deferred revenue increased by 48.6% year-over-year, from $508.09M to $755.10M.
- What is the long-term trend for Cloudflare, Inc.'s deferred revenue?
- Over 5 years (2020 to 2025), Cloudflare, Inc.'s deferred revenue has grown at a 65.6% compound annual growth rate (CAGR), from $54.95M to $684.21M.
- What does deferred revenue mean?
- Money collected from customers for products or services that haven't been delivered yet but will be within a year.