Major customer contract in Q4
Company: Applied Digital
The claim, verbatim
Company signed a $20 billion contract with a single customer in Q4, representing more than half of total 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
Checked on September 28, 2026. The cited source supports every part of this claim.
The article says the $20 billion signed in the fourth quarter came from a single customer and represents more than half of total backlog.
Confirmed in the source:
- $20 billion was signed in the fourth quarter
- The $20 billion comes from a single customer
- The $20 billion represents more than half of the company's total backlog
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/sell-apld-stock-now-170719427.html) in full (10,947 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
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.”