Change in Deferred Revenue
Tesla, Inc. Change in Deferred Revenue decreased by 48.1% to $263.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 14.9%, from $309.00M to $263.00M. Over 3 years (FY 2021 to FY 2024), Change in Deferred Revenue shows a downward trend with a -14.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates strong future demand and cash inflow, while a decrease suggests revenue recognition from previously collected cash.
Detailed definition
This represents the net change in cash received from customers for goods or services that have not yet been delivered or...
Peer comparison
Common in long-term contract businesses like LNG; peers with similar business models often show significant deferred revenue balances.
change_in_deferred_revenueHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $117.00M | $173.00M | $341.00M | $287.00M | $361.00M | $208.00M | $275.00M | $106.00M | $555.00M | $113.00M | $758.00M | $195.00M | -$89.00M | $125.00M | $271.00M | $309.00M | $9.00M | $507.00M | $263.00M |
| QoQ Change | — | +47.9% | +97.1% | -15.8% | +25.8% | -42.4% | +32.2% | -61.5% | +423.6% | -79.6% | +570.8% | -74.3% | -145.6% | +240.4% | +116.8% | +14.0% | -97.1% | >999% | -48.1% |
| YoY Change | — | — | — | — | +208.5% | +20.2% | -19.4% | -63.1% | +53.7% | -45.7% | +175.6% | +84.0% | -116.0% | +10.6% | -64.2% | +58.5% | +110.1% | +305.6% | -14.9% |
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Tesla, Inc.'s change in deferred revenue?
- Tesla, Inc. (TSLA) reported change in deferred revenue of $263.00M in Q1 2026.
- How has Tesla, Inc.'s change in deferred revenue changed year-over-year?
- Tesla, Inc.'s change in deferred revenue decreased by 14.9% year-over-year, from $309.00M to $263.00M.
- What is the long-term trend for Tesla, Inc.'s change in deferred revenue?
- Over 3 years (2021 to 2024), Tesla, Inc.'s change in deferred revenue has grown at a -14.1% compound annual growth rate (CAGR), from $793.00M to $502.00M.
- What does change in deferred revenue mean?
- The net change in payments received from customers for services not yet provided.