MSFT · 10-Q · 2026Q3 · Full report
Commercial Remaining Performance Obligations
MICROSOFT CORP · 2026-10-28 · Importance 81 · Surprise 64 · No source text
Commercial remaining performance obligations increased 73% to $677 billion in the first quarter of fiscal 2027. The measure covers commercial revenue allocated to obligations not yet fulfilled, including unearned revenue and amounts to be invoiced and recognized in future periods. This indicates a substantial increase in contracted commercial business, although the filing does not provide a breakdown by product or geography.
Key facts
- Commercial remaining performance obligation increased 73% to $677 billion in Q1 FY2027 versus Q1 FY2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +263.1% | Commercial remaining performance obligation increased 73% to $677 billion in Q1 FY2027 versus Q1 FY2026. |