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Sandisk (SNDK) backlog: remaining performance obligations

How much revenue Sandisk already has under contract, how fast it converts, and who it is with.

Data as of .

Sandisk backlog history

$0$25B$50B$75Bpr 2026ul 2026ct 2026Backlog (RPO)Trailing 12-month revenue
Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).
Amounts in USD. Source: SEC XBRL filings.
Quarter endBacklog (RPO)TTM revenueCoverageCustomer prepayments
2 Oct 2026$88.9B$29.0B3.1 yrs$1.50B
3 Jul 2026$59.8B$20.2B3.0 yrs$1.20B
3 Apr 2026$41.6B$13.2B3.2 yrs$511M

Questions

What is Sandisk's backlog?
Sandisk reported $88.9B of remaining performance obligations at 2 Oct 2026 and up 49% from the previous quarter. That is 3.1 years of trailing revenue already under contract. Book-to-bill last quarter: 3.64.

About these numbers

Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.