Super Micro Computer (SMCI) Current Deferred Revenue (2017 - 2026)
Super Micro Computer's (SMCI) quarterly Current Deferred Revenue came in at $1.6 billion in Q2 2026, up 115.75% on a YoY basis from $731.4 million in Q2 2025, and up 7.18% quarter-over-quarter from $1.5 billion in Q1 2026.
Analysis
Super Micro Computer (SMCI) Current Deferred Revenue (2017 - 2026) Analysis & Trends
Super Micro Computer (SMCI) has reported Current Deferred Revenue for 10 consecutive years, with $1.6 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Current Deferred Revenue rose 115.75% year-over-year to $1.6 billion; the trailing twelve-month figure through Jun 2026 stood at $1.6 billion (up 115.75% YoY), and the FY2026 full-year result was $1.6 billion, up 115.75% from the prior year.
- Current Deferred Revenue rose to $1.6 billion in Q2 2026 per SMCI's latest filing, from $1.5 billion in the prior quarter.
- Across five years, Current Deferred Revenue topped out at $1.6 billion in Q2 2026 and bottomed at $114.7 million in Q1 2022.
- Historically, Current Deferred Revenue has averaged $457.7 million across 5 years, with a median of $305.1 million in 2023.
- The sharpest annual moves came in 2022 and 2026: Current Deferred Revenue fell 15.13% in 2022, then soared 317.3% in 2026.
- Over 5 years, Current Deferred Revenue stood at $120.5 million in 2022, then surged by 60.4% to $193.3 million in 2023, then surged by 59.95% to $309.2 million in 2024, then soared by 150.57% to $774.8 million in 2025, then jumped by 103.65% to $1.6 billion in 2026.
- According to Business Quant data, Current Deferred Revenue over the past three periods registered $1.6 billion, $1.5 billion, and $774.8 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Dell Technologies | 362.97 Bn | 351.40 Bn | 9.83 Bn |
| 2 | Arista Networks | 251.55 Bn | 238.20 Bn | 1.91 Bn |
| 3 | Sandisk | 238.47 Bn | 233.71 Bn | 7.58 Bn |
| 4 | Seagate Technology Holdings | 188.28 Bn | 186.57 Bn | 1.90 Bn |
| 5 | Western Digital | 161.43 Bn | 159.85 Bn | 2.03 Bn |
| 6 | Hewlett Packard Enterprise | 82.45 Bn | 76.23 Bn | 4.93 Bn |
| 7 | NetApp | 39.14 Bn | 35.57 Bn | 1.42 Bn |
| 8 | Everpure | 32.71 Bn | 31.71 Bn | 811.39 Mn |
| 9 | Super Micro Computer | 26.34 Bn | 18.82 Bn | 1.94 Bn |
| 10 | Penguin Solutions | 2.62 Bn | 2.38 Bn | 133.21 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.58 Bn |
| Mar 31, 2026 | 1.47 Bn |
| Dec 31, 2025 | 774.85 Mn |
| Sep 30, 2025 | 597.32 Mn |
| Jun 30, 2025 | 731.40 Mn |
| Mar 31, 2025 | 352.80 Mn |
| Dec 31, 2024 | 309.24 Mn |
| Sep 30, 2024 | 305.84 Mn |
| Jun 30, 2024 | 416.40 Mn |
| Mar 31, 2024 | 233.29 Mn |
| Dec 31, 2023 | 193.33 Mn |
| Sep 30, 2023 | 166.03 Mn |
| Jun 30, 2023 | 304.40 Mn |
| Mar 31, 2023 | 148.75 Mn |
| Dec 31, 2022 | 120.53 Mn |
| Sep 30, 2022 | 185.23 Mn |
| Jun 30, 2022 | 233.80 Mn |
| Mar 31, 2022 | 114.69 Mn |
| Dec 31, 2021 | 142.02 Mn |
| Sep 30, 2021 | 113.68 Mn |