Change in Deferred Revenue
Planet Labs Change in Deferred Revenue increased by 161.6% to $54.43M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 251.1%, from $15.50M to $54.43M. Over 2 years (FY 2024 to FY 2026), Change in Deferred Revenue shows an upward trend with a 158.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates strong future demand and cash inflow, while a decrease suggests revenue recognition from previously collected cash.
Detailed definition
This represents the net change in cash received from customers for goods or services that have not yet been delivered or...
Peer comparison
Common in long-term contract businesses like LNG; peers with similar business models often show significant deferred revenue balances.
change_in_deferred_revenueHistorical Data
| Q1 '22 | Q2 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$12.05M | -$5.45M | -$6.95M | -$8.22M | -$4.22M | -$7.77M | $27.72M | $0.00 | $2.68M | -$721.00K | -$428.00K | $1.22M | $15.50M | $42.07M | $33.74M | $20.81M | $54.43M |
| QoQ Change | — | +54.8% | -27.5% | -18.3% | +48.7% | -84.1% | +457.0% | -100.0% | — | -126.9% | +40.6% | +385.0% | >999% | +171.4% | -19.8% | -38.3% | +161.6% |
| YoY Change | — | — | +42.3% | -50.8% | — | -11.8% | +437.3% | +100.0% | — | +90.7% | -101.5% | — | +478.4% | >999% | >999% | >999% | +251.1% |
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Planet Labs's change in deferred revenue?
- Planet Labs (PL) reported change in deferred revenue of $54.43M in Q4 2025.
- How has Planet Labs's change in deferred revenue changed year-over-year?
- Planet Labs's change in deferred revenue increased by 251.1% year-over-year, from $15.50M to $54.43M.
- What is the long-term trend for Planet Labs's change in deferred revenue?
- Over 2 years (2024 to 2026), Planet Labs's change in deferred revenue has grown at a 158.3% compound annual growth rate (CAGR), from $22.64M to $151.05M.
- What does change in deferred revenue mean?
- The net change in payments received from customers for services not yet provided.