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Deferred Revenue at other companies

Calix logo
CalixCALX
$232K-92.7%
Payoneer Global Inc. logo
Payoneer Global Inc.PAYO
$1.9M+431%
NextNav logo
NextNavNN
$142K+545%
SolarEdge Technologies logo
SolarEdge TechnologiesSEDG
-$1.45M-105%
Wingstop logo
WingstopWING
$3.15M+25.3%
Churchill Downs logo
Churchill DownsCHDN
$103M+9.6%

Other financials

Income statement

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Revenue$310.5M+41.5%
Gross profit$68.3M+289%
Operating income-$55.0M+46.4%
Net income-$57.4M+41.8%
EPS (diluted)-$0.95+44.1%

Balance sheet

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Cash & equivalents$553.4M+9.4%
Total debt$57.6M-86.0%
Total equity$410.7M-30.9%
Total assets$2.3B-10.5%

Cash flow

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Operating cash flow$24.4M-27.8%
CapEx$3.7M-63.4%
Free cash flow$20.7M-12.6%

Valuation

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Market cap$3.18B+224%

Profitability

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Gross margin19.4%+10.6pp
Operating margin-19.9%-9.4pp
Net margin-28.6%-13.1pp
FCF margin8.4%+4.9pp

Returns & leverage

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Return on equity-72.5%-21.2pp
Debt / equity0.1×-0.6×
Current ratio0.0×

Where this comes from

Reported directly by SolarEdge Technologies in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInDeferredRevenue.

The official record: SolarEdge Technologies’s 10-K/A, filed March 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is SolarEdge Technologies's deferred revenue?
SolarEdge Technologies (SEDG) reported deferred revenue of -$1.45M in Q4 2025.
How has SolarEdge Technologies's deferred revenue changed year-over-year?
SolarEdge Technologies's deferred revenue decreased by 104.8% year-over-year, from $29.88M to -$1.45M.
What is the long-term trend for SolarEdge Technologies's deferred revenue?
Over 4 years (2021 to 2025), SolarEdge Technologies's deferred revenue has grown at a -33.7% compound annual growth rate (CAGR), from $29.94M to -$5.78M.
What does deferred revenue mean?
Tracks the net change in payments received from customers for products or services that have not yet been delivered or earned. An increase indicates strong future revenue visibility, while a decrease suggests the recognition of previously collected cash as revenue.