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Remaining Performance Obligations
Totals contracted but not-yet-recognized revenue from multi-period deals, providing visibility into future revenue that is already booked. A large balance suggests multi-year subscription and support commitments and near-term revenue stability, but it can overstate cash certainty if contracts are cancellable or include long delivery schedules.RPO has slid over the past two years with intermittent quarter-to-quarter rebounds, signaling weaker multi‑period backlog and lumpy reliance on outsized government deals rather than steady contract growth. Management’s commentary confirms this volatility — big public-sector wins lifted specific quarters but won’t ensure persistently higher backlog. The upbeat ARR, QNX design‑win momentum and raised guidance reduce near‑term worry, but sub‑100% DBNRR and Alloy Kore timing risk mean revenue visibility remains limited until retention and more consistent multi‑year bookings improve.
Date | Remaining Performance Obligations |
|---|---|
Sep 30, 2026 | $128.40M |
Jun 30, 2026 | $133.90M |
Mar 31, 2026 | $152.60M |
Dec 31, 2025 | $126.10M |
Sep 30, 2025 | $135.20M |
Jun 30, 2025 | $145.10M |
Mar 31, 2025 | $167.10M |
Dec 31, 2024 | $142.00M |
Sep 30, 2024 | $189.00M |
Jun 30, 2024 | $206.00M |