What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Solaris Energy Infrastructure SEI Change in Deferred Revenue

Change in Deferred Revenue at other companies

Primoris ServicesPRIM

-$61.7M+0.8%

Ormat TechnologiesORA

-$8.1M-128%

Hut 8 Mining Corp.HUT

$512K+131%

Modine ManufacturingMOD

$39.75M+457%

EMCOR GroupEME

$38.9M-63.5%

Quanta ServicesPWR

$583M+9,508%

Other financials

Income statement

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Revenue$196.2M+55.3%

Gross profit$28.1M+1.9%

Operating income$50.6M+129%

Net income$21.4M+303%

EPS (diluted)$0.32+129%

Balance sheet

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Cash & equivalents$344.5M+1,960%

Total debt$736.4M+124%

Total equity$781.1M+116%

Total assets$3.0B+165%

Cash flow

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Operating cash flow$79.0M+207%

CapEx$343.4M+138%

Free cash flow-$264.3M-123%

Valuation

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Market cap$4.84B+297%

Enterprise value$5.23B+223%

P/E101×+28.5×

P/S7×+3.7×

Profitability

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Gross margin39.4%+2.4pp

Operating margin23.7%+6.2pp

Net margin6.9%+2.4pp

FCF margin-84.4%+21.1pp

Returns & leverage

See full

Return on equity8.4%+2.4pp

Debt / equity0.9×0.0×

Current ratio1.1×-0.6×

Where this comes from

Reported directly by Solaris Energy Infrastructure in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Solaris Energy Infrastructure’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Solaris Energy Infrastructure's change in deferred revenue?: Solaris Energy Infrastructure (SEI) reported change in deferred revenue of $64.87M in Q1 2026.
How has Solaris Energy Infrastructure's change in deferred revenue changed year-over-year?: Solaris Energy Infrastructure's change in deferred revenue increased by 21310.2% year-over-year, from $303K to $64.87M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.