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Total Performance Obligations
Represents contracted future revenue that has not yet been recognized, offering a gauge of revenue visibility and demand for multi‑year deals; rising obligations suggest strong forward bookings but depend on renewals and the company’s ability to deliver services.Total Performance Obligations have roughly doubled since mid‑2020 with consistent end‑of‑fiscal‑year spikes from large deal closes; the recent post‑December dip looks seasonal rather than a demand breakdown. Management’s call backs this—CRPO up ~13% with record >$1M deals—so the enlarged backlog underpins the raised FY27 revenue and subscription growth outlook. Watch that Informatica’s on‑prem licensing introduces greater quarter‑to‑quarter revenue timing volatility even as AI/Agentic product traction is converting into higher‑quality, recurring ARR.
Date | Total Performance Obligations |
|---|---|
Jun 30, 2026 | $66.30B |
Mar 31, 2026 | $67.90B |
Dec 31, 2025 | $72.40B |
Sep 30, 2025 | $59.50B |
Jun 30, 2025 | $59.90B |
Mar 31, 2025 | $60.90B |
Dec 31, 2024 | $63.40B |
Sep 30, 2024 | $53.10B |
Jun 30, 2024 | $53.50B |
Mar 31, 2024 | $53.90B |