Proportion of backlog tied to active customer delivery
Company: CoreWeave
The claim, verbatim
CoreWeave expects more than two-thirds of Q2 backlog to be tied to contracts where customer delivery has begun by year-end 2026
Source (primary)
Can CoreWeave Turn Its $104.2B Backlog Into Sustained Growth? - Yahoo Finance (-, news_article)
View cached copy (2026-09-21)Live source ↗
Quote: “CoreWeave expecting that proportion to exceed two-thirds of the second-quarter backlog by year-end”
How we checked this
Checked on September 26, 2026. The cited source supports every part of this claim.
The article reports that management expects the share of Q2 backlog tied to contracts with delivery underway to exceed two-thirds by year-end.
Confirmed in the source:
- More than half of CoreWeave's existing backlog was already tied to contracts where customer delivery had begun
- CoreWeave expects that proportion to exceed two-thirds of the Q2 backlog by year-end 2026
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/technology/ai/articles/coreweave-turn-104-2b-backlog-130400035.html) in full (12,789 characters, retrieved September 21, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Can CoreWeave Turn Its $104.2B Backlog Into Sustained Growth? - Yahoo Finance
Quote: “CoreWeave expecting that proportion to exceed two-thirds of the second-quarter backlog by year-end”