SEC filings · customer concentration · GOOGL

Who depends on Alphabet

2 listed suppliers report Alphabet as a customer worth 10% or more of their revenue, led by Duolingo at 23%.

0major customers now
—of revenue from them
2listed 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 Alphabet

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
DuolingoDUOL23%from 23%FY 2020: 27%FY 2021: 29%FY 2022: 28%FY 2023: 26%FY 2024: 23%FY 2025: 23%6 yearsFY 2025 · filed 27 Feb 2026
Match GroupMTCH15%from 19%FY 2013: 98%FY 2014: 97%FY 2015: 94%FY 2016: 96%FY 2017: 22%FY 2018: 19%FY 2019: 15%7 yearsFY 2019 · filed 28 Feb 2020

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
KopinKOPN22%last FY 2015FY 2015: 22%1 yearFY 2015 · filed 23 Mar 2018
FlexFLEX10%last FY 2012FY 2012: 10%1 yearFY 2012 · filed 20 May 2014

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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