SEC filings · customer concentration · CSCO

Who depends on Cisco

1 listed supplier reports Cisco as a customer worth 10% or more of their revenue, led by Fabrinet at 20%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2015–2026years covered
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Suppliers that depend on Cisco

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
FabrinetFN20%from 18%FY 2021: 11%FY 2022: 25%FY 2023: 16%FY 2024: 13%FY 2025: 18%FY 2026: 20%6 yearsFY 2026 · filed 18 Aug 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
EgainEGAN21%last FY 2021FY 2018: 16%FY 2019: 17%FY 2020: 18%FY 2021: 21%4 yearsFY 2021 · filed 13 Sept 2022
Lumentum HoldingsLITE12%last FY 2017FY 2017: 12%1 yearFY 2017 · filed 27 Aug 2019
Applied OptoelectronicsAAOI12%last FY 2021FY 2017: 5%FY 2018: 10%FY 2019: 10%FY 2021: 12%4 yearsFY 2021 · filed 27 Feb 2023
Penguin SolutionsPENG11%last FY 2020FY 2018: 11%FY 2019: 11%FY 2020: 11%3 yearsFY 2020 · filed 22 Oct 2020
MaxlinearMXL10%last FY 2016FY 2015: 13%FY 2016: 10%2 yearsFY 2016 · filed 5 Feb 2019

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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