Full Truck Alliance YMM
NYSE YMM
$8.65 +0.06 (+0.70%)
At close: Sep 4, 2026 · 4:00 PM EDT

Full Truck Alliance (YMM) Current Deferred Revenue (2020 - 2025)

Full Truck Alliance's (YMM) quarterly Current Deferred Revenue came in at $91.6 million in Q4 2025, up 12.77% year-over-year from $81.2 million in Q4 2024, and up 12.77% quarter-over-quarter from $81.2 million in Q4 2024.

Analysis

Full Truck Alliance (YMM) Current Deferred Revenue (2020 - 2025) Analysis & Trends

Full Truck Alliance has disclosed Current Deferred Revenue across 6 years of filings, most recently posting $91.6 million for Q4 2025.

  • In Q4 2025, Current Deferred Revenue rose 12.77% year-over-year to $91.6 million; the TTM figure through Dec 2025 stood at $91.6 million (up 12.77% YoY), while the FY2025 annual figure was $91.2 million, changed 0.0% from the prior year.
  • Current Deferred Revenue came in at $91.6 million for Q4 2025 at Full Truck Alliance, up from $81.2 million in the prior quarter.
  • In the past five years, Current Deferred Revenue ranged from a high of $91.6 million in Q4 2025 to a low of $65.0 million in Q4 2022.
  • Average Current Deferred Revenue over 5 years is $77.9 million, with a median of $79.3 million recorded in 2023.
  • Year-over-year, Current Deferred Revenue climbed 24.98% in 2021 and declined 10.11% in 2022.
  • Over 5 years, Current Deferred Revenue stood at $72.3 million in 2021, then fell by 10.11% to $65.0 million in 2022, then gained by 22.1% to $79.3 million in 2023, then climbed by 2.41% to $81.2 million in 2024, then advanced by 12.77% to $91.6 million in 2025.
  • Per Business Quant data, the three most recent Current Deferred Revenue figures were $91.6 million in Q4 2025, $81.2 million in Q4 2024, and $79.3 million in Q4 2023.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Alibaba Group Holding 262.96 Bn 227.70 Bn 15.11 Bn
2 Booking Holdings 145.23 Bn 128.02 Bn 4.98 Bn
3 PDD Holdings 117.02 Bn 86.74 Bn 9.45 Bn
4 Airbnb 107.34 Bn 95.28 Bn 2.98 Bn
5 Mercadolibre 100.30 Bn 85.10 Bn 4.16 Bn
6 Ebay 46.02 Bn 42.71 Bn 2.30 Bn
7 Expedia 34.12 Bn 26.99 Bn 3.91 Bn
8 Maplebear 11.90 Bn 11.05 Bn 751.00 Mn
9 Full Truck Alliance 8.08 Bn 7.12 Bn -
10 Etsy 7.07 Bn 5.94 Bn 484.05 Mn
Historic Data

Historic Data

Download Data
DateValue
Dec 31, 2025 91.62 Mn
Dec 31, 2024 81.25 Mn
Dec 31, 2023 79.33 Mn
Dec 31, 2022 64.97 Mn
Dec 31, 2021 72.27 Mn
Dec 31, 2020 57.83 Mn