What is STUB's change in deferred revenue?

STUB (STUB) reported change in deferred revenue of $273.65M in Q1 2026.

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

STUB's change in deferred revenue increased by 42.9% year-over-year, from $191.55M to $273.65M.

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.

STUB STUB Change in Deferred Revenue

Change in Deferred Revenue at other companies

MYR GroupMYRG

-$18.75M+46.3%

ALN

Alnylam PharmaceuticalsALNY

-$1.63M+94.0%

Federal SignalFSS

-$2.18M-221%

Commvault SystemsCVLT

$52.94M+78.0%

CRISPR TherapeuticsCRSP

-$427K+48.2%

MaterionMTRN

-$1.96M+57.6%

Other financials

Income statement

See full

Revenue$446.0M+12.2%

Gross profit$380.2M+13.5%

Operating income$25.8M-3.8%

Net income$48.0M+317%

EPS (diluted)$0.06+150%

Balance sheet

See full

Cash & equivalents$1.5B+32.4%

Total debt$1.5B—

Total equity$1.6B+81.1%

Total assets$5.4B—

Cash flow

See full

Operating cash flow$298.4M+88.5%

CapEx$169.0K-66.7%

Free cash flow$298.2M+89.0%

Valuation

See full

Market cap$4.39B—

Profitability

See full

Gross margin82.3%—

Operating margin-76.4%—

Net margin-102.3%—

FCF margin22.3%—

Returns & leverage

See full

Return on equity-151.3%—

Debt / equity1×—

Current ratio1.1×—

Where this comes from

Reported directly by STUB in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: STUB’s 10-Q, filed May 14, 2026, on SEC EDGAR. View the filing →

Ask your AI about STUB'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 STUB's change in deferred revenue?: STUB (STUB) reported change in deferred revenue of $273.65M in Q1 2026.
How has STUB's change in deferred revenue changed year-over-year?: STUB's change in deferred revenue increased by 42.9% year-over-year, from $191.55M to $273.65M.
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.