Other
Change in Deferred Revenue
TMUSZ Change in Deferred Revenue decreased by 374.2% to -$85M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 214.8%, from -$27M to -$85M. Over 2 years (FY 2023 to FY 2025), Change in Deferred Revenue shows an upward trend with a 156.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementIncome Statement
SectionOther
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2018
Last reportedQ1 2026Apr 28, 2026
How to read this metric
An increase suggests strong forward-looking demand and improved cash flow, whereas a decrease may indicate slower sales or accelerated service delivery.
Detailed definition
The net movement in liabilities representing payments received from customers for goods or services not yet delivered. T...
Peer comparison
Widely used across SaaS and service-based industries to track booking momentum.
Metric ID:
anet_change_in_deferred_revenueHistorical Data
17 periods
| Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$29M | $5M | -$12M | -$17M | $30M | $11M | $25M | $0 | $24M | $255M | $30M | $98M | -$27M | $24M | $406M | $31M | -$85M |
| QoQ Change | — | +117.2% | -340.0% | -41.7% | +276.5% | -63.3% | +127.3% | -100.0% | — | +962.5% | -88.2% | +226.7% | -127.6% | +188.9% | >999% | -92.4% | -374.2% |
| YoY Change | — | — | — | — | +500.0% | +191.7% | +247.1% | — | -20.0% | >999% | +20.0% | — | -212.5% | -90.6% | >999% | -68.4% | -214.8% |
Range-$85M – $406M
CAGR+30.8%
Avg YoY Growth+347.6%
Median YoY Growth+20.0%
Current Streak2 quarters decline
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is TMUSZ's change in deferred revenue?
- TMUSZ (TMUSZ) reported change in deferred revenue of -$85M in Q1 2026.
- How has TMUSZ's change in deferred revenue changed year-over-year?
- TMUSZ's change in deferred revenue decreased by 214.8% year-over-year, from -$27M to -$85M.
- What is the long-term trend for TMUSZ's change in deferred revenue?
- Over 2 years (2023 to 2025), TMUSZ's change in deferred revenue has grown at a 156.4% compound annual growth rate (CAGR), from $66M to $434M.
- What does change in deferred revenue mean?
- The net change in cash received from customers for services not yet performed.