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Remaining Performance Obligations
Measures contracted but not-yet-recognized revenue from subscriptions, term licenses, and services, giving visibility into foreseeable revenue and the strength of booked demand. A larger RPO signals more short- to medium-term revenue certainty, while declines or short durations can indicate weaker renewal or upsell momentum.Remaining Performance Obligations have climbed steadily year‑over‑year with pronounced year‑end jumps, signaling a larger, higher‑quality backlog that underpins Autodesk’s raised revenue/billings guidance and strong margin/cash generation. The post‑Dec quarter dips reflect both seasonality and management’s deliberate shift from multiyear to annual billing (which reduces unbilled deferred revenue), so near‑term RPO softness in Q1 is structural not demand‑driven. Continued billings growth and the MaintenX tuck‑in should sustain RPO expansion over FY27–29 despite integration noise.
Date | Remaining Performance Obligations |
|---|---|
Jun 30, 2026 | $7.43B |
Mar 31, 2026 | $7.81B |
Dec 31, 2025 | $8.30B |
Sep 30, 2025 | $7.36B |
Jun 30, 2025 | $7.30B |
Mar 31, 2025 | $7.16B |
Dec 31, 2024 | $6.94B |
Sep 30, 2024 | $6.11B |
Jun 30, 2024 | $5.86B |
Mar 31, 2024 | $5.89B |