SBA Communications Deferred Revenue decreased by 21.2% to $5.66M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 63.2%, from $3.47M to $5.66M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 32.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase is generally positive, signaling strong future demand and cash collection, while a decrease indicates the fulfillment of obligations.
This represents payments received from customers for goods or services that have not yet been delivered or performed. It...
Common in subscription and long-term contract businesses; highly indicative of future revenue visibility.
deferred_revenue_current| Q2 '21 | 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 | $3.31M | $2.98M | $5.65M | $7.68M | $11.55M | $16.60M | $25.19M | $10.01M | $11.93M | $9.99M | $5.60M | $3.26M | $3.11M | $2.79M | $5.29M | $3.47M | $2.68M | $5.09M | $7.18M | $5.66M |
| QoQ Change | — | -10.1% | +89.9% | +35.8% | +50.4% | +43.7% | +51.8% | -60.3% | +19.2% | -16.3% | -44.0% | -41.7% | -4.7% | -10.2% | +89.5% | -34.5% | -22.8% | +90.0% | +41.1% | -21.2% |
| YoY Change | — | — | — | — | +248.6% | +457.5% | +345.5% | +30.4% | +3.3% | -39.8% | -77.8% | -67.4% | -73.9% | -72.0% | -5.4% | +6.3% | -13.9% | +82.2% | +35.7% | +63.2% |