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Total Remaining Performance Obligations
Reflects the total value of contracted work yet to be completed, providing insight into future revenue streams and business sustainability.RPO at multi‑year highs reflects a materially larger contracted backlog driven by AI infrastructure, hyperscaler deals and stronger subscription wins — underpinning management’s bullish revenue and capital‑return plans. That said, the uplift is concentrated and lumpy, and management flagged timing/recognition risks plus mix- and memory‑cost pressure that could push portions of this backlog past FY26 or compress near‑term margins; the key catalyst to watch is hyperscaler conversion cadence and margin trajectory, not just headline backlog growth.
Date | Remaining Performance Obligations |
|---|---|
Jul 25, 2026 | $46.73B |
Apr 25, 2026 | $43.46B |
Jan 24, 2026 | $43.40B |
Oct 25, 2025 | $42.87B |
Jul 26, 2025 | $43.50B |
Apr 26, 2025 | $41.67B |
Jan 25, 2025 | $41.27B |
Oct 26, 2024 | $39.99B |
Jul 31, 2024 | $41.05B |
Apr 30, 2024 | $38.77B |