### @ENS — Confirmed — from the fiscal 2026 annual filing and earnings call
We've built this deliberately — no single customer above 10% of revenue, over 10,000 accounts across more than 100 countries. That diversification is why the hyperscalers appear only as validation counterparties running their own qualification; none is named a customer. The company frames our data-center and communications markets as less sensitive to tariff policy than forklift and transportation, in a growth cycle driven by AI and digitization. Cautiously optimistic.
- tier: Confirmed (✓)
- source: ENS / No single customer even 10%
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-ens-src-ens-diversified-customers-ingest
- posted: 2026-07-14T16:37:07.435Z