SEC filings · customer concentration · T

Who depends on AT&T

4 listed suppliers report AT&T as a customer worth 10% or more of their revenue, led by Crown Castle at 27%.

0major customers now
—of revenue from them
4listed suppliers depending on it
2011–2026years 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 AT&T

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Crown CastleCCI27%from 25%FY 2019: 21%FY 2020: 22%FY 2021: 20%FY 2022: 18%FY 2023: 25%FY 2024: 25%FY 2025: 27%7 yearsFY 2025 · filed 23 Feb 2026
Sba CommunicationsSBAC20%from 21%FY 2019: 24%FY 2020: 24%FY 2021: 22%FY 2022: 20%FY 2023: 20%FY 2024: 21%FY 2025: 20%7 yearsFY 2025 · filed 27 Feb 2026
American TowerAMT17%from 18%FY 2012: 18%FY 2013: 18%FY 2014: 20%FY 2015: 24%FY 2016: 21%FY 2017: 19%FY 2018: 19%FY 2019: 22%FY 2020: 22%FY 2021: 19%FY 2022: 19%FY 2023: 18%FY 2024: 18%FY 2025: 17%14 yearsFY 2025 · filed 24 Feb 2026
MastecMTZ10%newFY 2019: 15%FY 2020: 15%FY 2021: 9%FY 2025: 10%4 yearsFY 2025 · filed 26 Feb 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Ribbon CommunicationsRBBN12%last FY 2019FY 2015: 13%FY 2016: 12%FY 2019: 12%3 yearsFY 2019 · filed 11 Mar 2022
Smith Micro SoftwareSMSI12%last FY 2011FY 2011: 12%1 yearFY 2011 · filed 7 Mar 2014
Bloom EnergyBE11%last FY 2018FY 2018: 11%1 yearFY 2018 · filed 22 Mar 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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