My understanding is that it is total number of engines delivered from current orders. To my understanding, when they say 100 engines, it's 90 installed and 10 spares for day to day operations for a fleet of 45 aircraft. The 2.5-3 times engine replacement per life cycle of aircraft may not be included as these are usually separate deals that get signed when the first batch of aircraft near their schedule for engine phase-outs.
An eg. from the civil side, when an airline orders 10 twin engine aircraft, they order 20 + a recommended number of spare engines separately from the engine manufacturer. This doesnt mean 20+ engines are spares, its just that the engines are ordered separately with the engine manufacturer and its not part of the order for aircraft. However once the engines reaches their end service life, a new order is placed for another batch of new engines. The Rafales deal will have a separate contract with Snecma for 72 + a recommended number of spares for a deal of 36 jets.
Good Day!