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Remaining Performance Obligations
Shows the value of signed contracts and committed customer work not yet recognized as revenue, giving visibility into near-term, booked revenue. A large or growing balance signals predictable future sales and less near‑term revenue risk; a shrinking balance can warn of slowing bookings.Remaining Performance Obligations have trended materially higher in the latest quarters, notably a sharp rise in >12‑month RPO and sustained growth in next‑12‑month RPO—evidence of larger, multi‑year subscription deals and AI-driven bookings. That validates Waystar’s ARR and retention momentum, but it also explains the company’s implementation backlog and delayed revenue recognition: booked revenue is high-quality but will convert unevenly over 6–18 months, so expect continued top‑line lumpiness despite durable future revenue visibility.
Date | Next 12 Months | Greater Than 12 Months |
|---|---|---|
Jun 30, 2026 | $76.70M | $39.60M |
Mar 31, 2026 | $78.80M | $38.60M |
Dec 31, 2025 | $78.60M | $37.80M |
Sep 30, 2025 | $60.40M | $15.00M |
Jun 30, 2025 | $66.50M | $13.90M |
Mar 31, 2025 | $69.70M | $18.70M |
Dec 31, 2024 | $52.20M | $17.90M |
Sep 30, 2024 | $59.00M | $32.90M |
Jun 30, 2024 | $48.40M | $35.10M |