Ever wanted to investigate tech companies with unusually high customer concentration? Ever wondered which consumer staple companies have the highest reliance on Walmart or Amazon?
Answer all of these questions with Hudson Labs' new customer dependence tracking and extraction, using proprietary HL's LLMs.
Learn more about ad hoc data requests here.
Companies with high customer dependence - sample highlights:
AMBARELLA INC ($AMBA) | $2B | Electronic Equipment | Based on Jan 31, 2023 10-K:
57% of revenue attributable to Wintech Microelectronics Co., Ltd., or WT, a Taiwan-based distributor
12% of revenue attributable to Chicony Electronics Co., Ltd., a Taiwan-based direct ODM customer
AEHR TEST SYSTEMS ($AEHR) | $500M | Measuring and Control Equipment | Based on May 31, 2023 10-K:
97% of net sales attributable to the five largest customers
79% and 10% of net sales attributable to the two largest customers
HARMONY BIOSCIENCES HOLDINGS INC ($HRMY) | $1.8B | Pharmaceutical Products | Based on Dec 31, 2023 10-K:
100% of gross product revenues attributable to three customers
37% to Caremark LLC
31% to PANTHERx Speciality Pharmacy LLC
32% to Accredo Health Group Inc
CORVEL CORP ($CRVL) | $4B | Insurance | Based on Mar 31, 2023 10-K:
No customer accounted for more than 10% of revenue but one customer accounted for 10% or more of accounts receivable.
The full dataset is structured like this:
Interested in exploring more ideas like this? The full data pull is available to premium (tier 2+) Hudson Labs customers. Learn more here on how to make the request.