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| 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 |