Waste Connections Deferred Revenue increased by 2.1% to $424.84M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.1%, from $404.38M to $424.84M. Over 5 years (FY 2020 to FY 2025), Deferred Revenue shows an upward trend with a 12.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests strong sales of subscription-based services or bundled offerings, providing a predictable pipeline for future revenue recognition.
Represents cash payments received from customers in advance of the company fulfilling its performance obligations, speci...
High-growth software and services companies typically maintain larger deferred revenue balances relative to pure hardware manufacturers.
deferred_revenue_current| 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $250.25M | $254.14M | $273.72M | $293.73M | $305.72M | $306.02M | $325.00M | $336.61M | $341.41M | $342.73M | $355.20M | $370.38M | $375.63M | $377.48M | $382.50M | $404.38M | $412.42M | $411.58M | $416.03M | $424.84M |
| QoQ Change | — | +1.6% | +7.7% | +7.3% | +4.1% | +0.1% | +6.2% | +3.6% | +1.4% | +0.4% | +3.6% | +4.3% | +1.4% | +0.5% | +1.3% | +5.7% | +2.0% | -0.2% | +1.1% | +2.1% |
| YoY Change | — | — | — | — | +22.2% | +20.4% | +18.7% | +14.6% | +11.7% | +12.0% | +9.3% | +10.0% | +10.0% | +10.1% | +7.7% | +9.2% | +9.8% | +9.0% | +8.8% | +5.1% |