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Remaining Performance Obligations
Represents the value of contracted but not-yet-recognized revenue under customer agreements, providing visibility into near-term revenue that is likely to be realized and indicating the strength and durability of current bookings and renewals.RPO rose into early‑2026, giving concrete contracted revenue that supports management’s aggressive FY‑27 revenue guide and the early Max/AI monetization story. The spring dip looks more like seasonal recognition or conversion into reported revenue than lost bookings, but the crucial risk is conversion velocity: onboarding and capacity limits for Max and early usage products could delay realizing that backlog. In short, RPO underpins growth credibility today, while conversion rates and AI scale‑up determine whether that promise translates to near‑term revenue and margin upside.
Date | Remaining Performance Obligations |
|---|---|
Jul 31, 2026 | $527.40M |
Apr 30, 2026 | $470.20M |
Jan 31, 2026 | $492.40M |
Oct 31, 2025 | $446.40M |
Jul 31, 2025 | $404.10M |
Apr 30, 2025 | $415.90M |