Deferred Revenue
Breakdown
Segments
Prepaid Stored Value ProductsView metric
Upfront Franchise FeesView metric
Customer Loyalty ProgramsView metric
Privilege Membership ProgramsView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Prepaid Stored Value Products | $160M | $127M | $144M | $119M | $135M | $118M | $132M | $148M |
| Upfront Franchise Fees | $38M | $42M | $55M | $43M | $44M | $42M | $57M | $56M |
| Privilege Membership Programs | $28M | $29M | $30M | $34M | $37M | $37M | $44M | $40M |
| Customer Loyalty Programs | $24M | $19M | $15M | $13M | $18M | $21M | $18M | $17M |
| Total | — | — | — | — | — | — | — | — |