Dell’s biggest customers
Who are Dell’s biggest customers?
One Customer: 12% of FY2026 revenue
The filing does not name this customer. Hollsteen never guesses names.
“One customer accounted for 12% of the Company’s consolidated net revenue for the fiscal year ended January 30, 2026, with substantially all of such net revenue attributable to the sale of ISG offerings.”
Dell 10-K, verbatim · 10-K · filed Mar 16, 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.
FY2026
- One Customer (not named in filing) 12%
SEC filings only. No market data.
All Dell facts from SEC filings · Customer concentration of all companies