Do the orders turn into profit? Settles
Did Microsoft's quarterly report for the quarter ended September 30, 2026 put the share of its remaining performance obligations expected to be recognized as revenue within the next twelve months at 30% or less?
Read the sentence in the 10-Q's revenue note that gives the percentage of revenue allocated to remaining performance obligations Microsoft expects to recognize over the next twelve months.
- Funded, not forecast Demand is contracted, prepaid or oversubscribed and supply is the constraint, so converting orders is a matter of shipping.
- A backlog is a promise Reported backlog overstates assured revenue: customers can exit, out-year buyers may lack the capital, and terms stretch to a year.
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