Strategy (MSTR) Current Deferred Revenue (2010 - 2026)
Strategy (MSTR) reported Current Deferred Revenue of $231.2 million for Q1 2026, up 7.2% on a YoY basis from $215.7 million in Q1 2025, and down 15.03% sequentially from $272.1 million in Q4 2025.
Strategy (MSTR) Current Deferred Revenue (2010 - 2026) Analysis & Trends
Strategy (MSTR) has 17 years of Current Deferred Revenue data on file, last reported at $231.2 million in Q1 2026.
- For the quarter ending Q1 2026, Current Deferred Revenue rose 7.2% year-over-year to $231.2 million; the trailing twelve-month figure through Mar 2026 stood at $231.2 million (up 7.2% YoY), and the FY2025 full-year result was $272.1 million, up 14.35% from the prior year.
- Current Deferred Revenue declined to $231.2 million in Q1 2026, from $272.1 million in the prior quarter.
- In the past five years, Current Deferred Revenue ranged from a high of $272.1 million in Q4 2025 to a low of $165.9 million in Q3 2022.
- A 5-year average of $210.0 million and a median of $211.8 million in 2023 frame the typical range for Current Deferred Revenue.
- Peak annual rise in Current Deferred Revenue reached 14.35% in 2025, while the deepest fall reached 0.12% in 2025.
- Tracing MSTR's Current Deferred Revenue over 5 years: stood at $217.4 million in 2022, then climbed by 4.94% to $228.2 million in 2023, then climbed by 4.3% to $238.0 million in 2024, then climbed by 14.35% to $272.1 million in 2025, then fell by 15.03% to $231.2 million in 2026.
- Business Quant data shows MSTR's Current Deferred Revenue at $231.2 million in Q1 2026, $272.1 million in Q4 2025, and $200.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Sap Se | 208.91 Bn | 189.27 Bn | 8.16 Bn |
| 2 | Full Truck Alliance | 188.77 Bn | 186.13 Bn | - |
| 3 | Shopify | 145.98 Bn | 140.23 Bn | 1.55 Bn |
| 4 | Uber Technologies | 141.48 Bn | 140.44 Bn | 5.95 Bn |
| 5 | Salesforce | 128.51 Bn | 116.67 Bn | 8.56 Bn |
| 6 | ServiceNow | 98.38 Bn | 93.20 Bn | 2.82 Bn |
| 7 | Automatic Data Processing | 97.56 Bn | 94.34 Bn | 2.87 Bn |
| 8 | Snowflake | 91.55 Bn | 88.59 Bn | 926.45 Mn |
| 9 | Cadence Design Systems | 89.91 Bn | 88.50 Bn | 1.41 Bn |
| 10 | Strategy | 31.26 Bn | 29.06 Bn | 83.35 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 231.22 Mn |
| Dec 31, 2025 | 272.12 Mn |
| Sep 30, 2025 | 200.64 Mn |
| Jun 30, 2025 | 214.25 Mn |
| Mar 31, 2025 | 215.69 Mn |
| Dec 31, 2024 | 237.97 Mn |
| Sep 30, 2024 | 184.40 Mn |
| Jun 30, 2024 | 204.84 Mn |
| Mar 31, 2024 | 215.96 Mn |
| Dec 31, 2023 | 228.16 Mn |
| Sep 30, 2023 | 179.17 Mn |
| Jun 30, 2023 | 195.82 Mn |
| Mar 31, 2023 | 211.77 Mn |
| Dec 31, 2022 | 217.43 Mn |
| Sep 30, 2022 | 165.93 Mn |
| Jun 30, 2022 | 188.10 Mn |
| Mar 31, 2022 | 206.22 Mn |
| Dec 31, 2021 | 209.86 Mn |
| Sep 30, 2021 | 160.70 Mn |
| Jun 30, 2021 | 182.82 Mn |