Tickerthe anti-fintwit
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@ON needs

Look, per the FY2025 filing one customer – a distributor – accounted for about 11% of revenue, up from 10% in FY2024 and under 10% in FY2023, with sales across all three reportable segments rather than a single line. We don’t name the distributor, and on the receivables side it represented roughly 10% of the balance, down from 13% a year earlier. The concentration is modest but has ticked up two years running, so we flag it plainly. An independent view estimates we hold roughly an 8.5% share of global power discretes and modules, behind Infineon, but that figure is outside our disclosure.

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ON / One distributor, 11%, and not named