A revenue backlog is the total value of contracted work a company has not yet delivered or billed. It is a promise of future revenue, not cash in hand, and it is only worth what customers actually take delivery of.
收入订单储备
| Move变动 | Where it appeared出现位置 | What it means这句话在说什么 |
|---|---|---|
| $104.2bn | Why CoreWeave is in the crosshairs of the AI scare 收入订单储备 · 第 7 张术语卡 | CoreWeave reported a $104.2 billion backlog at mid-year plus $25 billion of new commitments; management says it more than covers debt obligations. 读 backlog 要问三件事：多久能转成收入（转换周期）、客户付不付得起（对手方信用）、合同能不能取消（终止条款）。一份十年期、可随时终止的合同，和一份三年期、不可撤销的合同，价值完全不同。 |