What is SPS Commerce's change in deferred revenue?

SPS Commerce (SPSC) reported change in deferred revenue of $4.87M in Q1 2026.

How has SPS Commerce's change in deferred revenue changed year-over-year?

SPS Commerce's change in deferred revenue increased by 54.2% year-over-year, from $3.16M to $4.87M.

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.

SPS Commerce SPSC Change in Deferred Revenue

Change in Deferred Revenue at other companies

Open TextOTEX

$68.17M-17.2%

SalesforceCRM

-$4B-35.8%

Symbotic Inc.SYM

$360.36M+56.5%

TeradataTDC

$71M+82.1%

DynatraceDT

$323.63M+24.8%

SamsaraIOT

$16.5M-20.0%

Other financials

Income statement

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Revenue$192.1M+5.8%

Gross profit$132.9M+6.6%

Operating income$24.6M-5.4%

Net income$19.7M-11.1%

EPS (diluted)$0.53-8.6%

Balance sheet

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Cash & equivalents$154.3M+62.5%

Total debt$6.6M-46.0%

Total equity$962.2M+4.5%

Total assets$1.2B+4.7%

Cash flow

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Operating cash flow$55.6M+39.1%

CapEx$7.1M+16.1%

Free cash flow$48.5M+43.3%

Valuation

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Market cap$2.01B-58.8%

Enterprise value$1.86B-61.1%

P/E22.1×-37.9×

P/S2.6×-4.6×

Profitability

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Gross margin69.3%+1.6pp

Operating margin15.3%+0.5pp

Net margin11.9%-0.2pp

FCF margin21.9%+0.9pp

Returns & leverage

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Return on equity9.7%-0.5pp

Debt / equity0×0.0×

Current ratio2.1×+0.5×

Where this comes from

Reported directly by SPS Commerce in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

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

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Questions, answered.

What is SPS Commerce's change in deferred revenue?: SPS Commerce (SPSC) reported change in deferred revenue of $4.87M in Q1 2026.
How has SPS Commerce's change in deferred revenue changed year-over-year?: SPS Commerce's change in deferred revenue increased by 54.2% year-over-year, from $3.16M to $4.87M.
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.