Salesforcereason 01 of 4it is wired into how the customer already worksderived 2026-09-11accession 0001108524-26-000190
Current remaining performance obligation as of July 31, 2026 was approximately $33.5 billion, an increase of 14 percent
Total remaining performance obligation was approximately $66.3 billion, an increase of 11 percent
Over 90 percent of the value of our billings to customers is for our subscription and support service
We generally invoice our customers in advance, in annual installments
As of July 31, 2026, our attrition rate, excluding Slack self-service, Informatica, and current year acquisitions, was approximately eight percent
the finding
The reported total RPO decreased from $67.9 billion to $66.3 billion and current RPO from $33.6 billion to $33.5 billion between quarters, while the stated year-over-year growth rates (11% and 14%) remained unchanged.
The report says this changed. It does not say whether that is good or bad, so neither do we.
before · MD&A · 2026-04-30 → 2026-07-31
“Total remaining performance obligation, which represents all future revenue under contract yet to be recognized, as of April 30, 2026 was approximately $67.9 billion, an increase of 11 percent year-over-year . Current remaining performance obligation as of April 30, 2026 was approximately $33.6 billion , an increase of 14 percent year-over-year.”
→ after
“Total remaining performance obligation, which represents all future revenue under contract yet to be recognized, as of July 31, 2026 was approximately $66.3 billion, an increase of 11 percent year-over-year. Current remaining performance obligation as of July 31, 2026 was approximately $33.5 billion, an increase of 14 percent year-over-year.”
the evidence · every sentence checkedsix sentences · whole, uncut
the claims it rests on
“Current remaining performance obligation as of July 31, 2026 was approximately $33.5 billion, an increase of 14 percent”
“Total remaining performance obligation was approximately $66.3 billion, an increase of 11 percent”
“Over 90 percent of the value of our billings to customers is for our subscription and support service”
“We generally invoice our customers in advance, in annual installments”
“As of July 31, 2026, our attrition rate, excluding Slack self-service, Informatica, and current year acquisitions, was approximately eight percent”
what it was checked against
total RPO figure and growth rate
“Total remaining performance obligation, which represents all future revenue under contract yet to be recognized, as of July 31, 2026 was approximately $66.3 billion, an increase of 11 percent year-over-year.”