What is Stem's change in deferred revenue?

Stem (STEM) reported change in deferred revenue of -$3.06M in Q1 2026.

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

Stem's change in deferred revenue decreased by 0.6% year-over-year, from -$3.05M to -$3.06M.

What is the long-term trend for Stem's change in deferred revenue?

Over 2 years (2021 to 2024), Stem's change in deferred revenue has grown at a -32.2% compound annual growth rate (CAGR), from -$14.97M to -$6.88M.

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.

Stem STEM Change in Deferred Revenue

Change in Deferred Revenue at other companies

Tesla, Inc.TSLA

$263M-14.9%

Enphase EnergyENPH

-$45.08M+45.3%

SolarEdge TechnologiesSEDG

-$11.17M+78.5%

FTC SolarFTCI

-$2.34M+23.8%

Shoals Technologies Group, Inc.SHLS

-$6.69M-88.8%

Solaris Energy InfrastructureSEI

$64.87M+21,310%

Other financials

Income statement

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Revenue$29.0M-10.8%

Gross profit$10.9M+3.0%

Operating income-$14.2M+32.8%

Net income-$18.9M+24.3%

EPS (diluted)-$2.22+27.2%

Balance sheet

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Cash & equivalents$38.4M-36.4%

Total debt$11.0M-12.2%

Total equity-$266.3M+36.2%

Total assets$281.9M-30.4%

Cash flow

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Operating cash flow-$8.3M-197%

CapEx-—

Free cash flow-$8.3M-197%

Valuation

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Market cap$69.95M+26.0%

Enterprise value$42.58M+72.6%

P/E0.5×—

P/S0.5×+0.1×

Profitability

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Gross margin39.5%+23.8pp

Operating margin-31.9%-15.5pp

Net margin62.2%+33.8pp

FCF margin-6.5%-2.6pp

Returns & leverage

See full

Return on equity-37.8%+35.1pp

Debt / equity0×0.0×

Current ratio0.8×-0.1×

Where this comes from

Reported directly by Stem in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Stem’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Stem's change in deferred revenue?: Stem (STEM) reported change in deferred revenue of -$3.06M in Q1 2026.
How has Stem's change in deferred revenue changed year-over-year?: Stem's change in deferred revenue decreased by 0.6% year-over-year, from -$3.05M to -$3.06M.
What is the long-term trend for Stem's change in deferred revenue?: Over 2 years (2021 to 2024), Stem's change in deferred revenue has grown at a -32.2% compound annual growth rate (CAGR), from -$14.97M to -$6.88M.
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.