What is Strategic Education, Inc.'s change in deferred revenue?

Strategic Education, Inc. (STRA) reported change in deferred revenue of $37.47M in Q1 2026.

How has Strategic Education, Inc.'s change in deferred revenue changed year-over-year?

Strategic Education, Inc.'s change in deferred revenue decreased by 0.9% year-over-year, from $37.82M to $37.47M.

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.

Strategic Education, Inc. STRA Change in Deferred Revenue

Change in Deferred Revenue at other companies

Laureate Education, Inc.LAUR

$46.88M+7.8%

PRD

Perdoceo EducationPRDO

$276K+110%

Universal Technical InstituteUTI

-$14.55M-8.3%

CourseraCOUR

$19.3M-24.6%

McGraw Hill, Inc.MH

-$25.14M—

Lincoln Educational Services CorporationLINC

-$4.87M-173%

Other financials

Income statement

See full

Revenue$305.9M+0.8%

Operating income$41.1M+3.2%

Net income$32.8M+10.3%

EPS (diluted)$1.48+19.4%

Balance sheet

See full

Cash & equivalents$160.8M+2.7%

Total debt$109.2M-8.6%

Total equity$1.6B-0.5%

Total assets$2.1B+0.2%

Cash flow

See full

Operating cash flow$87.4M+29.1%

CapEx$10.1M-2.4%

Free cash flow$77.3M+34.8%

Valuation

See full

Market cap$1.74B-9.4%

Profitability

See full

Operating margin13.8%+1.3pp

Net margin10.2%+1.1pp

FCF margin13.7%+4.1pp

Returns & leverage

See full

Return on equity7.9%+1.1pp

Debt / equity0.1×0.0×

Current ratio1.2×-0.1×

Where this comes from

Reported directly by Strategic Education, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Strategic Education, Inc.’s 10-Q, filed April 23, 2026, on SEC EDGAR. View the filing →

Ask your AI about Strategic Education, Inc.'s change in deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Strategic Education, Inc.'s change in deferred revenue?: Strategic Education, Inc. (STRA) reported change in deferred revenue of $37.47M in Q1 2026.
How has Strategic Education, Inc.'s change in deferred revenue changed year-over-year?: Strategic Education, Inc.'s change in deferred revenue decreased by 0.9% year-over-year, from $37.82M to $37.47M.
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.