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Total Remaining Performance Obligations
Indicates the total value of contracted work yet to be completed, providing insight into future revenue streams and business stability.Arm’s RPO jumped in late‑2023 as large, multi‑year licensing deals built a much bigger backlog, then has plateaued and slowly retreated as that backlog is recognized. That decline belies strong underlying demand—ACV grew 22% and AGI CPU customer interest is sizable—but highlights timing lumpiness from big license fees and near‑term supply/capacity limits for AGI CPUs. Watch H2 license timing and capacity expansion: they’ll determine whether contracted future revenue re‑accelerates or stays constrained.
Date | Remaining Performance Obligations |
|---|---|
Mar 31, 2026 | $2.07B |
Dec 31, 2025 | $2.15B |
Sep 30, 2025 | $2.25B |
Jun 30, 2025 | $2.23B |
Mar 31, 2025 | $2.23B |
Dec 31, 2024 | $2.33B |
Sep 30, 2024 | $2.38B |
Jun 30, 2024 | $2.17B |
Mar 31, 2024 | $2.48B |
Dec 31, 2023 | $2.43B |