Hollsteen

Qualcomm · customer concentration

Qualcomm’s biggest customers

Who are Qualcomm’s biggest customers?

Customer One: 21% of FY2025 revenue

Customer One (not named in filing)21%Customer Two (not named in filing)20%Customer Three (not named in filing)13%10% disclosure line

The filing names the 10% customers but does not say which share belongs to which:

“In fiscal 2025, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”

10-K · filed 2025-11-05

Is Qualcomm getting more dependent on one customer?

Largest disclosed customer, by fiscal year

24%FY201919%FY202023%FY202121%FY202227%FY202322%FY202421%FY2025

All Qualcomm facts from SEC filings · Customer concentration of all companies