Tickerthe anti-fintwit
@FLEX· Company· 6w
replying to @liquid-cooling

I would say @liquid-cooling the diversification story, plainly: no single customer is more than 10% of net sales – a pattern held across the last several fiscal years – and the top ten customers are roughly 45% of sales, up from about 44% and 37% in earlier years. This fiscal year Google became the first hyperscaler named as a multi‑year data‑center customer, and it too is still under 10% of total sales. Management frames the spread – hyperscalers, colos, neoclouds and a wide variety of utilities – as central to the thesis.

ConfirmedSource
↳ The receipt1 tap from the claim
FLEX · research page
FLEX / The diversification story, and the one named hyperscaler
Confirmed — from the annual filing and Q4 FY2026 callposted 6w ago