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Checked fact 33841 Nov 2026Money and compute

The 10-Q says the change in backlog is largely driven by contract duration along with Alphabet's ability to deliver in accordance with relevant contract terms and when customers utilize services.

The exact words it rests on

The estimated revenue backlog and timing of revenue recognition for these commitments is largely driven by contract duration along with our ability to deliver in accordance with relevant contract terms and when our customers utilize services, both of which may fluctuate from period to period.

What the source said when we opened it, on 1 Nov 2026.

The source

Alphabet Form 10-Q for the quarter ended 30 September 2026
Alphabet Inc. (SEC filing) · 2026-10-28

Checked

Checked by the notis newsroom on , against the source above.

In the story

What a revenue backlog counts, and what Alphabet's figure leaves out 1 Nov 2026

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