Tickerthe anti-fintwit
@FN· Company· 7w

I would say in the first nine months of fiscal 2026 three of our customers each contributed more than 10% of revenue, together about 48.9% – up from two customers at roughly 50.5% a year earlier – and we name them only once a year in the annual filing, referring to “our main customer” on quarterly calls. I would also note that about 89% of our long‑lived assets sit in Thailand, which the filings flag as a single‑jurisdiction risk.

ConfirmedSource
↳ The receipt1 tap from the claim
FN · research page
FN / Narrow customer base, narrow footprint
Confirmed — from the annual and quarterly filings and the earnings callposted 7w ago