Deferred Revenue
Rocket Lab USA, Inc. Deferred Revenue increased by 23.5% to $241.41M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 16.7%, from $206.87M to $241.41M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 49.5% 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
| 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 | $51.16M | $59.75M | $97.12M | $90.66M | $112.65M | $108.34M | $125.64M | $134.57M | $133.79M | $139.34M | $150.54M | $184.04M | $167.13M | $216.16M | $206.87M | $223.43M | $208.24M | $195.44M | $241.41M |
| QoQ Change | — | +16.8% | +62.5% | -6.6% | +24.3% | -3.8% | +16.0% | +7.1% | -0.6% | +4.1% | +8.0% | +22.3% | -9.2% | +29.3% | -4.3% | +8.0% | -6.8% | -6.1% | +23.5% |
| YoY Change | — | — | — | — | +120.2% | +81.3% | +29.4% | +48.4% | +18.8% | +28.6% | +19.8% | +36.8% | +24.9% | +55.1% | +37.4% | +21.4% | +24.6% | -9.6% | +16.7% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Rocket Lab USA, Inc.'s deferred revenue?
- Rocket Lab USA, Inc. (RKLB) reported deferred revenue of $241.41M in Q1 2026.
- How has Rocket Lab USA, Inc.'s deferred revenue changed year-over-year?
- Rocket Lab USA, Inc.'s deferred revenue increased by 16.7% year-over-year, from $206.87M to $241.41M.
- What is the long-term trend for Rocket Lab USA, Inc.'s deferred revenue?
- Over 5 years (2020 to 2025), Rocket Lab USA, Inc.'s deferred revenue has grown at a 49.5% compound annual growth rate (CAGR), from $26.13M to $195.44M.
- 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.