Single customer Q4 2026 lease agreement
Company: Applied Digital
The claim, verbatim
$20 billion lease agreement with single customer signed in Q4, representing more than half of total contracted backlog
Source (primary)
Should You Sell Your APLD Stock Now? - Yahoo Finance (-, news_article)
View cached copy (2026-09-26)Live source ↗Archive.org ↗
Quote: “That same $20 billion signed in the fourth quarter comes from a single customer, representing more than half of the company's total backlog.”
How we checked this
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Additional evidence
confirms Should You Sell Your APLD Stock Now? - Yahoo Finance
Quote: “That same $20 billion signed in the fourth quarter comes from a single customer, representing more than half of the company's total backlog.”