Current Liabilities
Deferred Revenue
Oracle Deferred Revenue decreased by 0.6% to $9.88B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 9.6%, from $9.02B to $9.88B. Over 4 years (FY 2021 to FY 2025), Deferred Revenue shows relatively stable performance with a 1.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementBalance Sheet Statement
SectionCurrent Liabilities
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2015
Last reportedQ3 2026Mar 11, 2026
How to read this metric
An increase is a strong positive signal, indicating robust future revenue growth and successful sales of subscription-based products.
Detailed definition
This represents payments received from customers for software licenses, cloud services, or support contracts that have n...
Peer comparison
A key performance indicator for all SaaS and cloud-based technology companies.
Metric ID:
deferred_revenue_currentHistorical Data
20 periods
| 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 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $8.78B | $10.01B | $7.94B | $7.87B | $8.36B | $10.47B | $8.71B | $8.60B | $8.97B | $11.12B | $8.88B | $8.93B | $9.31B | $11.46B | $9.43B | $9.02B | $9.39B | $12.10B | $9.94B | $9.88B |
| QoQ Change | — | +14.1% | -20.7% | -0.8% | +6.2% | +25.3% | -16.9% | -1.2% | +4.3% | +24.0% | -20.2% | +0.6% | +4.3% | +23.0% | -17.7% | -4.4% | +4.1% | +28.9% | -17.8% | -0.6% |
| YoY Change | — | — | — | — | -4.8% | +4.6% | +9.7% | +9.2% | +7.3% | +6.2% | +2.0% | +3.9% | +3.8% | +3.0% | +6.2% | +1.0% | +0.8% | +5.6% | +5.4% | +9.6% |
Range$7.87B – $12.10B
CAGR+2.5%
Avg YoY Growth+4.6%
Median YoY Growth+5.0%
Current Streak2 quarters decline
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Oracle's deferred revenue?
- Oracle (ORCL) reported deferred revenue of $9.88B in Q4 2025.
- How has Oracle's deferred revenue changed year-over-year?
- Oracle's deferred revenue increased by 9.6% year-over-year, from $9.02B to $9.88B.
- What is the long-term trend for Oracle's deferred revenue?
- Over 4 years (2021 to 2025), Oracle's deferred revenue has grown at a 1.7% compound annual growth rate (CAGR), from $8.78B to $9.39B.
- What does deferred revenue mean?
- Cash received from customers for services not yet provided.