Applied Digital (APLD) Current Deferred Revenue (2022 - 2026)

Applied Digital (APLD) posted Current Deferred Revenue of $12.5 million for Q1 2026, down 57.38% on a QoQ basis from $29.4 million in Q4 2025, and up 157.22% year-over-year from $4.9 million in Q1 2025.

Applied Digital (APLD) Current Deferred Revenue (2022 - 2026) Analysis & Trends

Applied Digital's Current Deferred Revenue history runs 5 years deep, the most recent figure standing at $12.5 million for Q1 2026.

  • Quarterly Current Deferred Revenue rose 157.22% year-over-year to $12.5 million in Q1 2026, while the trailing twelve-month figure through Feb 2026 was $12.5 million (up 157.22% YoY) and the FY2025 annual result came in at $3.6 million, down 90.87% from the prior year.
  • Current Deferred Revenue was $12.5 million for Q1 2026 at Applied Digital, down from $29.4 million in the prior quarter.
  • Across five years, Current Deferred Revenue topped out at $63.1 million in Q1 2024 and bottomed at $429000.0 in Q4 2024.
  • A 5-year average of $24.0 million and a median of $19.2 million in 2022 frame the typical range for Current Deferred Revenue.
  • Annual changes were most pronounced in 2024 — Current Deferred Revenue sank 99.14% — and 2025, when it soared 6763.4%.
  • Applied Digital's Current Deferred Revenue stood at $27.8 million in 2022, then soared by 80.33% to $50.1 million in 2023, then sank by 99.14% to $429000.0 in 2024, then surged by 6763.4% to $29.4 million in 2025, then tumbled by 57.38% to $12.5 million in 2026.
  • Business Quant data shows APLD's Current Deferred Revenue at $12.5 million in Q1 2026, $29.4 million in Q4 2025, and $626000.0 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 International Business Machines 193.88 Bn 178.95 Bn 9.91 Bn
2 Accenture 84.94 Bn 75.26 Bn 6.13 Bn
3 GDS Holdings 50.55 Bn 48.40 Bn 164.04 Mn
4 Infosys 44.05 Bn 44.79 Bn 1.60 Bn
5 Cgi 41.25 Bn 40.60 Bn -
6 Fidelity National Information Services 20.63 Bn 19.87 Bn 1.11 Bn
7 Cognizant Technology Solutions 20.39 Bn 18.87 Bn 1.78 Bn
8 Wipro 18.65 Bn 17.52 Bn 738.00 Mn
9 Broadridge Financial Solutions 16.79 Bn 16.48 Bn 626.90 Mn
10 Applied Digital 8.74 Bn 7.74 Bn 53.81 Mn

Historic Data

Download Data
DateValue
Feb 28, 2026 12.55 Mn
Nov 30, 2025 29.44 Mn
Aug 31, 2025 626,000.00
May 31, 2025 3.59 Mn
Feb 28, 2025 4.88 Mn
Nov 30, 2024 429,000.00
Aug 31, 2024 3.78 Mn
May 31, 2024 39.37 Mn
Feb 29, 2024 63.12 Mn
Nov 30, 2023 50.05 Mn
Aug 31, 2023 50.86 Mn
May 31, 2023 48.69 Mn
Feb 28, 2023 45.18 Mn
Nov 30, 2022 27.76 Mn
Aug 31, 2022 19.19 Mn
May 31, 2022 3.88 Mn
Feb 28, 2022 3.91 Mn