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Remaining Performance Obligations
Shows the value of contracted work yet to be completed, providing insight into future revenue potential and the company's backlog strength.RPO has accelerated materially, signaling stronger contract wins and widening royalty streams that validate product traction and a growing base of large royalty reporters. Management cautions only roughly half of exiting RPO will convert to 2026 revenue, so upside is real but dependent on recognition timing (and a small one‑time royalty boost in Q4). The Cycuity acquisition lifts near‑term booked revenue and TAM but brings modest margin and cash drag; watch actual RPO-to-revenue conversion and any equity raise as the key catalysts and dilution risks on the path to profitability.
Date | Remaining Performance Obligations |
|---|---|
Jun 30, 2026 | $134.90M |
Mar 31, 2026 | $118.30M |
Dec 31, 2025 | $116.80M |
Sep 30, 2025 | $104.70M |
Jun 30, 2025 | $99.30M |
Mar 31, 2025 | $88.90M |
Dec 31, 2024 | $88.40M |
Sep 30, 2024 | $78.40M |
Jun 30, 2024 | $77.50M |
Mar 31, 2024 | $74.70M |