Full Truck Alliance (YMM) Current Deferred Revenue (2020 - 2025)
Full Truck Alliance (YMM) reported Current Deferred Revenue of $89.9 million for Q4 2025, up 10.63% on a YoY basis from $81.2 million in Q4 2024, and up 10.63% sequentially from $81.2 million in Q4 2024.
Full Truck Alliance (YMM) Current Deferred Revenue (2020 - 2025) Analysis & Trends
Full Truck Alliance (YMM) has 6 years of Current Deferred Revenue data on file, last reported at $89.9 million in Q4 2025.
- For the quarter ending Q4 2025, Current Deferred Revenue rose 10.63% year-over-year to $89.9 million; the trailing twelve-month figure through Dec 2025 stood at $89.9 million (up 10.63% YoY), and the FY2025 full-year result was $91.2 million, up 16.5% from the prior year.
- Current Deferred Revenue advanced to $89.9 million in Q4 2025, from $81.2 million in the prior quarter.
- In the past five years, Current Deferred Revenue ranged from a high of $89.9 million in Q4 2025 to a low of $59.9 million in Q4 2021.
- A 5-year average of $75.1 million and a median of $79.4 million in 2023 frame the typical range for Current Deferred Revenue.
- Across the five-year window, Current Deferred Revenue advanced 24.17% in 2021 and advanced 2.29% in 2024, its largest moves.
- Tracing YMM's Current Deferred Revenue over 5 years: stood at $59.9 million in 2021, then gained by 8.39% to $65.0 million in 2022, then rose by 22.25% to $79.4 million in 2023, then advanced by 2.29% to $81.2 million in 2024, then gained by 10.63% to $89.9 million in 2025.
- Business Quant data shows YMM's Current Deferred Revenue at $89.9 million in Q4 2025, $81.2 million in Q4 2024, and $79.4 million in Q4 2023.
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 | Datadog | 86.34 Bn | 81.58 Bn | 797.20 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 89.88 Mn |
| Dec 31, 2024 | 81.25 Mn |
| Dec 31, 2023 | 79.43 Mn |
| Dec 31, 2022 | 64.97 Mn |
| Dec 31, 2021 | 59.94 Mn |
| Dec 31, 2020 | 48.27 Mn |