Disclosed supplier–customer relationships

Almost every supply relationship in this catalog is a lead — trade press, a reference-design list, a partner page. This table is the exception. Every row below comes from a customer-concentration disclosure in a 10-K, 10-Q or 20-F, where a company states on the record that a customer accounts for a material share of its revenue or receivables, and every row keeps the filing URL it came from.

300 disclosures across 121 companies, through period end 2026-07-26· 128 single-customer, 172 combined-group · 2 name the customer outright. Related: company index · bottlenecks ·sources & method

Questions about this table

What is a customer-concentration disclosure?

US-listed companies must flag in their 10-K, 10-Q or 20-F when a single customer accounts for a material share — usually 10% or more — of revenue or accounts receivable. It is one of the few places a supplier states, on the record, who it depends on.

Why are most customers unnamed?

The disclosure requirement is about the concentration, not the identity. Many filers meet it with "one customer accounted for 18% of revenue" or with letters — "Customer A", "Customer B". Where the filing itself names the customer, this table names it and links the company page; where it does not, the row stays anonymous rather than guessing.

What is the difference between single and combined scope?

A single-scope row is one customer at that percentage. A combined-scope row is a group — "our five largest customers accounted for 28.8% of revenue" — which says much less about dependence on any one buyer. This table separates them: 128 single-customer rows and 172 combined-group rows.

Does a disclosure here confirm a supply relationship in the catalog?

Only when the customer is named. A named pair is a disclosed relationship straight from a filing. An anonymous row tells you the supplier is concentrated but not on whom, so it never upgrades a placement elsewhere on this site.