Roku, Inc. Contract with Customer, Liability increased by 0.8% to $151.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.1%, from $140.96M to $151.00M. Over 4 years (FY 2021 to FY 2025), Contract with Customer, Liability shows an upward trend with a 19.1% CAGR.
An increase indicates higher deferred revenue and future service obligations, while a decrease suggests revenue is being recognized faster than new prepayments are received.
This represents the obligation to transfer services to a customer for which the entity has received consideration or for...
Similar to deferred revenue or contract liabilities reported by other asset management and financial services companies.
other_contract_with_customer_liability| 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 | $74.49M | $80.06M | $78.09M | $86.37M | $115.89M | $122.58M | $127.17M | $120.79M | $126.73M | $125.14M | $119.45M | $116.67M | $130.77M | $140.96M | $148.82M | $150.36M | $149.76M | $151.00M |
| QoQ Change | — | +7.5% | -2.5% | +10.6% | +34.2% | +5.8% | +3.8% | -5.0% | +4.9% | -1.3% | -4.6% | -2.3% | +12.1% | +7.8% | +5.6% | +1.0% | -0.4% | +0.8% |
| YoY Change | — | — | — | — | +55.6% | +53.1% | +62.8% | +39.9% | +9.4% | +2.1% | -6.1% | -3.4% | +3.2% | +12.6% | +24.6% | +28.9% | +14.5% | +7.1% |