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
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