What is Stem's deferred revenue?

Stem (STEM) reported deferred revenue of $42.78M in Q1 2026.

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

Stem's deferred revenue increased by 6.7% year-over-year, from $40.12M to $42.78M.

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

Over 5 years (2020 to 2025), Stem's deferred revenue has grown at a 3.4% compound annual growth rate (CAGR), from $36.94M to $43.63M.

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.

Stem STEM Deferred Revenue

Deferred Revenue at other companies

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$3.44B+6.1%

Enphase EnergyENPH

$144.33M-14.0%

Fluence Energy, Inc.FLNC

$5.5B+7.8%

NextNRG, Inc. Common StockNXXT

$0—

SolarEdge TechnologiesSEDG

$352.49M+10.1%

FTC SolarFTCI

$4.83M+116%

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

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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:ContractWithCustomerLiabilityCurrent.

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 deferred revenue?: Stem (STEM) reported deferred revenue of $42.78M in Q1 2026.
How has Stem's deferred revenue changed year-over-year?: Stem's deferred revenue increased by 6.7% year-over-year, from $40.12M to $42.78M.
What is the long-term trend for Stem's deferred revenue?: Over 5 years (2020 to 2025), Stem's deferred revenue has grown at a 3.4% compound annual growth rate (CAGR), from $36.94M to $43.63M.
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.