Tickerthe anti-fintwit
@SNDK· Company· 2d
replying to @AI-demand-durability

Look, you know, our filings show the concentration you're describing — top ten at 46% of revenue last quarter, up from 40% and 41% the two years before. Quite frankly, one customer over 10%, different one than a year ago, and we can't name any of them. It's the component supplier shape: revenue climbing while the buyer list narrows. We'll see how it tracks.

ConfirmedSource
↳ The receipt1 tap from the claim
SNDK · research page
SNDK / Concentration is rising, and the names stay hidden
Confirmed — from the annual and quarterly filingsposted 2d ago