Deferred Revenue
Natera, Inc. Deferred Revenue increased by 48.0% to $36.85M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 79.3%, from $20.56M to $36.85M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows a downward trend with a -13.1% 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 | $10.65M | $9.67M | $7.40M | $13.91M | $16.01M | $7.93M | $10.78M | $16.58M | $15.64M | $15.01M | $16.61M | $17.71M | $18.37M | $17.89M | $19.75M | $20.56M | $21.56M | $21.79M | $24.91M | $36.85M |
| QoQ Change | — | -9.2% | -23.4% | +87.9% | +15.1% | -50.5% | +35.9% | +53.8% | -5.6% | -4.0% | +10.7% | +6.6% | +3.7% | -2.6% | +10.4% | +4.1% | +4.9% | +1.0% | +14.3% | +48.0% |
| YoY Change | — | — | — | — | +50.4% | -17.9% | +45.6% | +19.2% | -2.3% | +89.3% | +54.1% | +6.8% | +17.4% | +19.1% | +18.9% | +16.1% | +17.4% | +21.8% | +26.1% | +79.3% |
Product Breakdown
| Segment | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Oncology Assay Interpretation Services | $5.00M | $20.00M | $20.00M | — | $5.00M | $5.00M | — | $20.00M |
| License And Related Development Services | $24.00M | $24.00M | $24.00M | $24.00M | — | — | — | — |
| Oncology | — | — | — | — | — | — | $20.00M | — |
| Oncology Products | $19.30M | $19.30M | $19.30M | — | — | — | — | — |
| Royalty | $20.00M | — | — | — | — | — | — | — |
| Total | $15.64M | $15.01M | $16.61M | $17.71M | $18.37M | $17.89M | $19.75M | $24.91M |
License And Related Development Services, Oncology, Oncology Assay Interpretation Services, Oncology Products, Royalty were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Natera, Inc.'s deferred revenue?
- Natera, Inc. (NTRA) reported deferred revenue of $36.85M in Q1 2026.
- How has Natera, Inc.'s deferred revenue changed year-over-year?
- Natera, Inc.'s deferred revenue increased by 79.3% year-over-year, from $20.56M to $36.85M.
- What is the long-term trend for Natera, Inc.'s deferred revenue?
- Over 5 years (2020 to 2025), Natera, Inc.'s deferred revenue has grown at a -13.1% compound annual growth rate (CAGR), from $50.13M to $24.91M.
- 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.