Discontinued — last reported Q3 '25
Ulta Beauty, Inc. Change in Deferred Revenue increased by 4042.7% to $115.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 20.4%, from $95.55M to $115.00M. Over 4 years (FY 2021 to FY 2025), Change in Deferred Revenue shows relatively stable performance with a -1.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase is generally positive, signaling strong future revenue visibility and customer commitment.
Measures the net change in payments received from customers for goods or services that have not yet been delivered or ea...
Highly relevant for subscription or long-cycle businesses; compared against peers with similar revenue models.
anet_change_in_deferred_revenue| Q1 '21 | 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 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$4.29M | -$4.63M | $7.17M | $80.95M | -$28.89M | -$8.12M | -$4.44M | $82.55M | -$37.46M | -$2.96M | -$3.32M | $85.65M | -$37.86M | -$3.74M | $10.05M | $95.55M | -$37.74M | -$6.68M | $2.78M | $115.00M |
| QoQ Change | — | -7.8% | +254.8% | >999% | -135.7% | +71.9% | +45.4% | >999% | -145.4% | +92.1% | -11.9% | >999% | -144.2% | +90.1% | +368.7% | +850.4% | -139.5% | +82.3% | +141.6% | >999% |
| YoY Change | — | — | — | — | -572.8% | -75.5% | -161.9% | +2.0% | -29.7% | +63.5% | +25.3% | +3.8% | -1.1% | -26.2% | +403.2% | +11.5% | +0.3% | -78.4% | -72.4% | +20.4% |