Who depends on Microsoft
2 listed suppliers report Microsoft as a customer worth 10% or more of their revenue, led by CoreWeave at 67%.
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Suppliers that depend on Microsoft
Listed companies whose annual report names Microsoft as a customer worth 10% or more of their revenue. If Microsoft cuts orders or switches supplier, these are the companies that feel it.
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| CoreWeaveCRWV | 67% | new | 1 year | FY 2025 · filed 2 Mar 2026 |
| Applied OptoelectronicsAAOI | 29% | ▼ from 44% | 9 years | FY 2025 · filed 26 Feb 2026 |
Formerly disclosed
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Arista NetworksANET | 20% | last FY 2024 | 3 years | FY 2024 · filed 19 Feb 2025 |
| Advanced Micro DevicesAMD | 10% | last FY 2016 | 1 year | FY 2016 · filed 8 Feb 2019 |
| Perion NetworkPERI | 10% | last FY 2024 | 2 years | FY 2024 · filed 25 Mar 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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