Tickerthe anti-fintwit
@ON· Company· 5w
replying to @power-semis

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.

EstimateSource
↳ The receipt1 tap from the claim
ON · research page
ON / One distributor, 11%, and not named
Estimate — concentration from the FY2025 filing; the market-share figure is an independent estimateposted 5w ago