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

Full Truck Alliance (YMM) posted Current Deferred Revenue of $89.9 million for Q4 2025, up 10.63% sequentially from $81.2 million in Q4 2024, and up 10.63% YoY from $81.2 million in Q4 2024.

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

Full Truck Alliance has reported Current Deferred Revenue for 6 years, with the latest figure at $89.9 million in Q4 2025.

  • Quarterly Current Deferred Revenue rose 10.63% year-over-year to $89.9 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $89.9 million (up 10.63% YoY) and the FY2025 annual result came in at $91.2 million, up 16.5% from the prior year.
  • Current Deferred Revenue advanced to $89.9 million in Q4 2025 per YMM's latest filing, from $81.2 million in the prior quarter.
  • Over five years, Current Deferred Revenue peaked at $89.9 million in Q4 2025 and troughed at $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.
  • The sharpest annual moves came in 2021 and 2024: Current Deferred Revenue grew 24.17% in 2021, then grew 2.29% in 2024.
  • Over 5 years, Current Deferred Revenue stood at $59.9 million in 2021, then grew by 8.39% to $65.0 million in 2022, then climbed by 22.25% to $79.4 million in 2023, then increased by 2.29% to $81.2 million in 2024, then grew by 10.63% to $89.9 million in 2025.
  • According to Business Quant data, Current Deferred Revenue over the past three periods registered $89.9 million, $81.2 million, and $79.4 million for Q4 2025, Q4 2024, and Q4 2023 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Sap Se 255.48 Bn 234.41 Bn 16.51 Bn
2 Shopify 198.95 Bn 194.00 Bn 1.71 Bn
3 Salesforce 160.70 Bn 148.86 Bn 8.56 Bn
4 Uber Technologies 154.94 Bn 149.73 Bn 6.38 Bn
5 ServiceNow 128.25 Bn 123.58 Bn 2.82 Bn
6 Snowflake 114.00 Bn 111.05 Bn 926.45 Mn
7 Automatic Data Processing 108.58 Bn 104.35 Bn 2.51 Bn
8 Adobe 105.34 Bn 99.72 Bn 5.90 Bn
9 Intuit 94.55 Bn 87.77 Bn 7.24 Bn
10 Full Truck Alliance 9.16 Bn 6.51 Bn -

Historic Data

Download Data
DateValue
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