Lam Research Remaining performance obligations related to customer contracts that are unsatisfied or partially unsatisfied decreased by 2.5% to $1.51B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.4%, from $1.55B to $1.51B. This decline may warrant attention — for this metric, higher values are generally preferred.
A growing backlog indicates strong future demand and revenue visibility, while a shrinking backlog may signal a slowdown in new contract wins.
This represents the total transaction price allocated to performance obligations that are unsatisfied or partially unsat...
Highly relevant for companies with long-term government or industrial contracts; a key indicator of competitive market position.
other_revenue_remaining_performance_obligation| Q3 '21 | Q4 '21 | Q1 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $951.08M | $1.29B | $1.88B | $2.54B | $1.75B | $1.73B | $1.42B | $1.59B | $1.37B | $1.58B | $1.62B | $1.55B | $2.19B | $1.55B | $1.51B |
| QoQ Change | — | +36.1% | +45.0% | +35.4% | -31.0% | -1.2% | -17.9% | +12.1% | -13.9% | +14.9% | +3.0% | -4.7% | +41.5% | -29.3% | -2.5% |
| YoY Change | — | — | — | +167.1% | +35.4% | -7.7% | -44.1% | -9.1% | -20.8% | +10.8% | +1.8% | +12.7% | +38.8% | -4.6% | -2.4% |