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Operating

Change in Deferred Revenue

Roku, Inc. Change in Deferred Revenue increased by 307.6% to $1.24M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 87.9%, from $10.19M to $1.24M. Over 2 years (FY 2022 to FY 2025), Change in Deferred Revenue shows a downward trend with a -66.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2015
Last reportedQ1 2026May 1, 2026

How to read this metric

An increase indicates strong upfront demand and provides cash, while a decrease indicates the fulfillment of previously paid services.

Detailed definition

Measures the change in payments received from customers for services or products that have not yet been delivered. It is...

Peer comparison

Critical for subscription and platform businesses; high deferred revenue is a positive indicator of future growth.

Metric ID: change_in_deferred_revenue

Historical Data

17 periods
 Q3 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value-$2.41M$5.57M$0$8.28M$29.52M$6.69M$4.6M$5.94M-$1.59M-$5.7M-$2.77M$14.1M$10.19M-$9.1M-$5.49M-$595K$1.24M
QoQ Change+331.6%-100.0%+256.6%-77.3%-31.3%+29.1%-126.7%-258.7%+51.3%+608.3%-27.7%-189.2%+39.7%+89.2%+307.6%
YoY Change+444.2%+20.1%-79.9%-123.7%-223.9%+137.4%+741.9%-59.7%-97.9%-104.2%-87.9%
Range-$9.1M$29.52M
CAGR-15.3%
Avg YoY Growth+51.5%
Median YoY Growth-79.9%
Current Streak3 quarters growth

Frequently Asked Questions

What is Roku, Inc.'s change in deferred revenue?
Roku, Inc. (ROKU) reported change in deferred revenue of $1.24M in Q1 2026.
How has Roku, Inc.'s change in deferred revenue changed year-over-year?
Roku, Inc.'s change in deferred revenue decreased by 87.9% year-over-year, from $10.19M to $1.24M.
What is the long-term trend for Roku, Inc.'s change in deferred revenue?
Over 2 years (2022 to 2025), Roku, Inc.'s change in deferred revenue has grown at a -66.1% compound annual growth rate (CAGR), from $43.36M to -$4.99M.
What does change in deferred revenue mean?
The change in money received from customers for work not yet completed.