SEC filings · customer concentration · DELL

Who depends on Dell Technologies

1 listed supplier reports Dell Technologies as a customer worth 10% or more of their revenue, led by Intel at 19%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2012–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on Dell Technologies

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
IntelINTC19%from 19%FY 2012: 14%FY 2013: 15%FY 2014: 16%FY 2015: 15%FY 2016: 15%FY 2017: 16%FY 2018: 16%FY 2019: 17%FY 2020: 17%FY 2021: 21%FY 2022: 19%FY 2023: 19%FY 2024: 19%FY 2025: 19%14 yearsFY 2025 · filed 23 Jan 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
NVIDIANVDA11%last FY 2020FY 2020: 11%1 yearFY 2020 · filed 26 Feb 2021
Seagate Technology HoldingsSTX10%last FY 2017FY 2015: 14%FY 2016: 12%FY 2017: 10%3 yearsFY 2017 · filed 2 Aug 2019
Penguin SolutionsPENG10%last FY 2018FY 2018: 10%1 yearFY 2018 · filed 22 Oct 2020
NutanixNTNX10%last FY 2018FY 2017: 10%FY 2018: 10%2 yearsFY 2018 · filed 24 Sept 2018

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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