AMD’s biggest customers
Who are AMD’s biggest customers?
Customer A: 18% of FY2023 revenue
stale FY2023 is the latest fiscal year with a 10% customer fact in the SEC data; the latest fiscal year with reported revenue is FY2025, for which no 10% customer is in the data yet.
The filing does not name this customer. Hollsteen never guesses names.
“One Client and Gaming segment customer accounted for 18% of consolidated net revenue in fiscal year 2023.”
AMD 10-K, verbatim · 10-K · filed Feb 4, 2026
Numbers, method and sources
Share of revenue per customer as tagged in the filing’s XBRL (ConcentrationRiskPercentage, benchmark revenue). US GAAP requires disclosure only for customers with at least 10% of revenue; a year without a customer means below 10% or not disclosed. Labels like “Customer A” are the filer’s own; the same label is not guaranteed to be the same customer every year.
FY2025
No customer ≥ 10% of revenue disclosed.
FY2024
No customer ≥ 10% of revenue disclosed.
FY2023
- Customer A (not named in filing) 18%
FY2022
- Customer A (not named in filing) 16%
FY2021
- Customer A (not named in filing) 14%
- Customer B (not named in filing) 11%
FY2020
No customer ≥ 10% of revenue disclosed.
FY2019
- Customer A (not named in filing) 12%
SEC filings only. No market data.
Is AMD getting more dependent on one customer?
Largest disclosed customer, by fiscal year
All AMD facts from SEC filings · Customer concentration of all companies