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Deferred Revenue at other companies

Cisco Systems, Inc. logo
Cisco Systems, Inc.CSCO
$16.45B+2.3%
Dell Technologies logo
Dell TechnologiesDELL
$13.19B-5.1%
Hewlett Packard Enterprise logo
Hewlett Packard EnterpriseHPE
$5.62B+34.7%
Celestica logo
CelesticaCLS
$481.4M+21.4%
Sanmina Corp logo
Sanmina CorpSANM
$180M
Marvell Technology, Inc. logo
Marvell Technology, Inc.MRVL

Other financials

Income statement

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Revenue$10.2B+123%
Gross profit$1.0B+131%
Operating income$625.9M+326%
Net income$483.4M+344%
EPS (diluted)$0.72+324%

Balance sheet

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Cash & equivalents$1.3B-47.2%
Total debt$6.3B+1,983%
Total equity$7.6B+18.7%
Total assets$23.5B+118%

Cash flow

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Operating cash flow-$6.6B-1,155%
CapEx$80.3M+145%
Free cash flow-$6.7B-1,227%

Valuation

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Market cap$19.47B-45.7%
Enterprise value$24.43B-21.4%
P/E15.6×-18.6×
P/S0.6×-1.1×

Profitability

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Gross margin8.4%-2.9pp
Operating margin4.5%-1.6pp
Net margin3.7%-1.6pp
FCF margin-20.3%

Returns & leverage

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Return on equity17.9%-2.2pp
Debt / equity0.8×+0.8×
Current ratio2.7×-4.0×

Where this comes from

Reported directly by Super Micro Computer, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Super Micro Computer, Inc.’s 10-Q, filed May 11, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Super Micro Computer, Inc.'s deferred revenue?
Super Micro Computer, Inc. (SMCI) reported deferred revenue of $1.47B in Q1 2026.
How has Super Micro Computer, Inc.'s deferred revenue changed year-over-year?
Super Micro Computer, Inc.'s deferred revenue increased by 317.3% year-over-year, from $352.8M to $1.47B.
What is the long-term trend for Super Micro Computer, Inc.'s deferred revenue?
Over 4 years (2021 to 2025), Super Micro Computer, Inc.'s deferred revenue has grown at a 38.1% compound annual growth rate (CAGR), from $101.48M to $368.74M.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.