SEC filings · customer concentration · CMCSA

Who depends on Comcast

3 listed suppliers report Comcast as a customer worth 10% or more of their revenue, led by Vistance Networks at 35%.

0major customers now
—of revenue from them
3listed suppliers depending on it
2011–2026years covered
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Suppliers that depend on Comcast

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Vistance NetworksVISN35%▲ from 21%FY 2019: 11%FY 2020: 11%FY 2023: 20%FY 2024: 21%FY 2025: 35%5 yearsFY 2025 · filed 26 Feb 2026
Universal ElectronicsUEIC12%newFY 2018: 18%FY 2019: 16%FY 2020: 20%FY 2021: 16%FY 2022: 14%FY 2025: 12%6 yearsFY 2025 · filed 12 Mar 2026
Versant Media GroupVSNT10%newFY 2025: 10%1 yearFY 2025 · filed 3 Mar 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
AdeiaADEA27%last FY 2020FY 2020: 27%1 yearFY 2020 · filed 24 Feb 2022
HarmonicHLIT10%last FY 2024FY 2011: 10%FY 2012: 11%FY 2013: 12%FY 2014: 16%FY 2015: 12%FY 2018: 15%FY 2019: 23%FY 2020: 20%FY 2021: 26%FY 2022: 39%FY 2023: 44%FY 2024: 10%12 yearsFY 2024 · filed 14 Feb 2025

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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