SEC filings · customer concentration · AZN

Who depends on AstraZeneca

1 listed supplier reports AstraZeneca as a customer worth 10% or more of their revenue, led by Nektar Therapeutics at 37%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2012–2026years covered
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Suppliers that depend on AstraZeneca

Listed companies whose annual report names AstraZeneca as a customer worth 10% or more of their revenue. If AstraZeneca cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Nektar TherapeuticsNKTR37%▲ from 17%FY 2014: 52%FY 2015: 57%FY 2016: 29%FY 2019: 17%FY 2020: 13%FY 2021: 16%FY 2022: 14%FY 2023: 11%FY 2024: 17%FY 2025: 37%10 yearsFY 2025 · filed 13 Mar 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Rigel PharmaceuticalsRIGL100%last FY 2014FY 2012: 44%FY 2013: 80%FY 2014: 100%3 yearsFY 2014 · filed 8 Mar 2016
ModernaMRNA34%last FY 2018FY 2016: 30%FY 2017: 15%FY 2018: 34%3 yearsFY 2018 · filed 26 Feb 2021
Ironwood PharmaceuticalsIRWD2%last FY 2015FY 2012: 16%FY 2013: 5%FY 2014: 5%FY 2015: 2%4 yearsFY 2015 · filed 19 Feb 2016

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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