What is ThredUp Inc.'s deferred revenue?

ThredUp Inc. (TDUP) reported deferred revenue of $1.69M in Q1 2026.

How has ThredUp Inc.'s deferred revenue changed year-over-year?

ThredUp Inc.'s deferred revenue increased by 13.3% year-over-year, from $1.49M to $1.69M.

What is the long-term trend for ThredUp Inc.'s deferred revenue?

Over 5 years (2020 to 2025), ThredUp Inc.'s deferred revenue has grown at a -30.0% compound annual growth rate (CAGR), from $9.36M to $1.57M.

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.

ThredUp Inc. TDUP Deferred Revenue

Deferred Revenue at other companies

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$3.77M+36.0%

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$8.2M+9.4%

Segments

By product

See full

Site Credit$4.3M+16.2%

Gift Card$3.5M-53.3%

Loyalty Program$0—

Other financials

Income statement

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Revenue$81.7M+14.6%

Gross profit$64.7M+14.7%

Operating income-$6.6M-21.3%

Net income-$6.5M-24.1%

EPS (diluted)-$0.05-25.0%

Balance sheet

See full

Cash & equivalents$43.9M-11.6%

Total debt$52.2M-8.1%

Total equity$59.4M+5.9%

Total assets$172.4M-0.1%

Cash flow

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Operating cash flow$4.8M-17.2%

CapEx$4.1M+127%

Free cash flow$643.0K-83.6%

Valuation

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Market cap$843.93M-16.5%

Enterprise value$852.17M-16.3%

P/S2.6×-1.2×

Profitability

See full

Gross margin79.4%0.0pp

Operating margin-7.1%-2.2pp

Net margin-6.7%-2.8pp

FCF margin-6.1%-2.6pp

Returns & leverage

See full

Return on equity-37.2%-13.6pp

Debt / equity0.9×-0.1×

Current ratio0.9×0.0×

Where this comes from

Reported directly by ThredUp Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: ThredUp Inc.’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is ThredUp Inc.'s deferred revenue?: ThredUp Inc. (TDUP) reported deferred revenue of $1.69M in Q1 2026.
How has ThredUp Inc.'s deferred revenue changed year-over-year?: ThredUp Inc.'s deferred revenue increased by 13.3% year-over-year, from $1.49M to $1.69M.
What is the long-term trend for ThredUp Inc.'s deferred revenue?: Over 5 years (2020 to 2025), ThredUp Inc.'s deferred revenue has grown at a -30.0% compound annual growth rate (CAGR), from $9.36M to $1.57M.
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.