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Sankey diagram of Symbotic Inc. A complete text table follows the diagram.
Warehouse deployments create a long installation runway, but Walmart remains the dominant customer behind today's scale
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The $22.7 billion backlog is reported. Timing flows are modeled arithmetic using the filing's rounded percentages: 14%, 61% and a 25% remainder. They are estimates, not company-issued dollar guidance, and may change with contract scope and installation schedules.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Contracted backlog | 1 | $22.7 | Remaining performance obligations |
| Expected within five years | 2 | $17 | 75% of contracted backlog |
| Expected after five years | 2 | $5.7 | Long-tail installation schedule |
| Next 12 months | 3 | $3.2 | Modeled from reported 14% |
| Months 13-60 | 3 | $13.8 | The core deployment wave |
| From | To | Value |
|---|---|---|
| Contracted backlog | Expected within five years | $17 |
| Contracted backlog | Expected after five years | $5.7 |
| Expected within five years | Next 12 months | $3.2 |
| Expected within five years | Months 13-60 | $13.8 |