What is Wolfspeed's deferred revenue?

Wolfspeed (WOLF) reported deferred revenue of $70.5M in Q1 2026.

How has Wolfspeed's deferred revenue changed year-over-year?

Wolfspeed's deferred revenue increased by 58.1% year-over-year, from $44.6M to $70.5M.

What is the long-term trend for Wolfspeed's deferred revenue?

Over 4 years (2021 to 2025), Wolfspeed's deferred revenue has grown at a 21.6% compound annual growth rate (CAGR), from $22.9M to $50M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Wolfspeed WOLF Deferred Revenue

Deferred Revenue at other companies

Veeco InstrumentsVECO

$92.73M+62.1%

VicorVICR

$2.16M-67.5%

SkyWater Technology, Inc.SKYT

$178.56M+12.7%

CoherentCOHR

——

Vishay IntertechnologyVSH

——

LittelfuseLFUS

——

Other financials

Income statement

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Revenue$150.2M-19.0%

Gross profit-$40.0M-77.8%

Operating income-$114.3M+41.2%

Net income-$119.9M+58.0%

EPS (diluted)-$3.05-64.0%

Balance sheet

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Cash & equivalents$695.1M-4.8%

Total debt$1.0B-71.6%

Total equity$1.0B+380%

Total assets$3.1B-58.4%

Cash flow

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Operating cash flow-$61.4M+56.8%

CapEx$30.0M-92.5%

Free cash flow-$72.6M+87.8%

Valuation

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Market cap$2.54B+65.7%

Enterprise value$2.88B-66.7%

P/S3.6×+1.6×

Profitability

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Gross margin-31%-90.0pp

Operating margin-142.6%+39.0pp

Net margin-72.9%-24.4pp

FCF margin-135.9%-51.9pp

Returns & leverage

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Return on equity-84.2%-29.3pp

Debt / equity1×-16.1×

Current ratio7×+2.4×

Where this comes from

Reported directly by Wolfspeed in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Wolfspeed’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Wolfspeed's deferred revenue?: Wolfspeed (WOLF) reported deferred revenue of $70.5M in Q1 2026.
How has Wolfspeed's deferred revenue changed year-over-year?: Wolfspeed's deferred revenue increased by 58.1% year-over-year, from $44.6M to $70.5M.
What is the long-term trend for Wolfspeed's deferred revenue?: Over 4 years (2021 to 2025), Wolfspeed's deferred revenue has grown at a 21.6% compound annual growth rate (CAGR), from $22.9M to $50M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.