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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |