Super Micro Computer, Inc. Deferred Revenue increased by 90.0% to $1.47B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 317.3%, from $352.80M to $1.47B. Over 4 years (FY 2021 to FY 2025), Deferred Revenue shows an upward trend with a 38.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
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| 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 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $101.48M | $113.68M | $142.02M | $114.69M | $111.31M | $185.23M | $120.53M | $148.75M | $134.67M | $166.03M | $193.33M | $233.29M | $193.05M | $305.84M | $309.24M | $352.80M | $368.74M | $597.32M | $774.85M | $1.47B |
| QoQ Change | — | +12.0% | +24.9% | -19.2% | -2.9% | +66.4% | -34.9% | +23.4% | -9.5% | +23.3% | +16.4% | +20.7% | -17.2% | +58.4% | +1.1% | +14.1% | +4.5% | +62.0% | +29.7% | +90.0% |
| YoY Change | — | — | — | — | +9.7% | +62.9% | -15.1% | +29.7% | +21.0% | -10.4% | +60.4% | +56.8% | +43.4% | +84.2% | +60.0% | +51.2% | +91.0% | +95.3% | +150.6% | +317.3% |