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SPS Commerce SPSC Revenue recognized that was included in deferred income at the beginning of the period

Revenue recognized that was included in deferred income at the beginning of the period at other companies

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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×
Current ratio2.1×+0.5×

Where this comes from

Reported directly by SPS Commerce in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityRevenueRecognized.

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 revenue recognized that was included in deferred income at the beginning of the period?
SPS Commerce (SPSC) reported revenue recognized that was included in deferred income at the beginning of the period of $43.6M in Q1 2026.
How has SPS Commerce's revenue recognized that was included in deferred income at the beginning of the period changed year-over-year?
SPS Commerce's revenue recognized that was included in deferred income at the beginning of the period increased by 1.9% year-over-year, from $42.8M to $43.6M.
What does revenue recognized that was included in deferred income at the beginning of the period mean?
Measures the portion of revenue recognized during the period that was previously recorded as deferred revenue (contract liability) at the start of the period. This indicates the speed at which the company fulfills its performance obligations for services or products already paid for by customers. It serves as a vital indicator of revenue realization and the health of the company's subscription or service backlog.