Discontinued — last reported Q4 '25
Deferred Revenue
Current LiabilitiesTesla, Inc. Deferred Revenue increased by 16.0% to $3.76B in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 23.9%, from $3.03B to $3.76B. Over 4 years (FY 2020 to FY 2024), Deferred Revenue shows an upward trend with a 21.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionCurrent Liabilities
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2012
Last reportedQ4 2025
How to read this metric
An increase is a strong leading indicator of future revenue growth and healthy sales momentum.
Detailed definition
Cash collected from customers in advance of providing services or delivering products, expected to be recognized as reve...
Peer comparison
A critical metric for SaaS and cloud peers (like Salesforce or Amazon) to gauge the health of the subscription pipeline.
Metric ID:
deferred_revenue_currentHistorical Data
18 periods
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.69B | $1.80B | $1.45B | $1.59B | $1.86B | $1.93B | $1.75B | $1.75B | $2.18B | $2.21B | $2.86B | $3.02B | $2.79B | $3.03B | $3.17B | $3.24B | $3.24B | $3.76B |
| QoQ Change | — | +6.4% | -19.7% | +10.2% | +16.6% | +3.8% | -9.4% | +0.2% | +24.3% | +1.4% | +29.8% | +5.6% | -7.6% | +8.5% | +4.5% | +2.4% | -0.2% | +16.0% |
| YoY Change | — | — | — | — | +9.7% | +7.1% | +20.7% | +9.8% | +17.1% | +14.4% | +63.9% | +72.8% | +28.4% | +37.4% | +10.6% | +7.2% | +15.9% | +23.9% |
Range$1.45B – $3.76B
CAGR+20.6%
Avg YoY Growth+24.2%
Median YoY Growth+16.5%
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Tesla, Inc.'s deferred revenue?
- Tesla, Inc. (TSLA) reported deferred revenue of $3.76B in Q3 2025.
- How has Tesla, Inc.'s deferred revenue changed year-over-year?
- Tesla, Inc.'s deferred revenue increased by 23.9% year-over-year, from $3.03B to $3.76B.
- What is the long-term trend for Tesla, Inc.'s deferred revenue?
- Over 4 years (2020 to 2024), Tesla, Inc.'s deferred revenue has grown at a 21.4% compound annual growth rate (CAGR), from $1.46B to $3.17B.
- What does deferred revenue mean?
- Money already collected for work or software that hasn't been delivered yet.