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Remaining Performance Obligations
Indicates the total value of contracted revenue yet to be recognized, offering a view of future revenue streams and business stability.Remaining Performance Obligations sits near record highs, reflecting a much larger multi‑year contracted backlog driven by enterprise renewals and AI SKU upsells. That backlog provides revenue visibility even as management gave cautious FY'27 guidance; the disconnect implies timing/billing shifts, longer contract tenors and some deals slipping into future quarters rather than immediate recognition. Elevated churn, a modest billings miss, and margin pressure from AI hosting mean RPO growth is necessary but not sufficient for near‑term margin or top‑line acceleration.
Date | Remaining Performance Obligations |
|---|---|
Jun 30, 2026 | $1.03B |
Mar 31, 2026 | $1.04B |
Dec 31, 2025 | $986.50M |
Sep 30, 2025 | $857.60M |
Jun 30, 2025 | $923.80M |
Mar 31, 2025 | $943.20M |
Dec 31, 2024 | $987.70M |
Sep 30, 2024 | $906.30M |
Jun 30, 2024 | $887.10M |
Mar 31, 2024 | $922.50M |