Hollsteen

Texas Instruments · customer concentration

Texas Instruments’s biggest customers

Who are Texas Instruments’s biggest customers?

Customer Number One: 12% of FY2025 revenue

Customer Number One (not named in filing)12%10% disclosure line

The filing does not name this customer. Hollsteen never guesses names.

“Major customer One of our end customers accounted for 12% of revenue in both 2025 and 2024, recognized primarily in our Analog segment.”

Texas Instruments 10-K, verbatim · 10-K · filed Feb 6, 2026

Is Texas Instruments getting more dependent on one customer?

Largest disclosed customer, by fiscal year

8%FY201910%FY20209%FY20218%FY202212%FY202412%FY2025

All Texas Instruments facts from SEC filings · Customer concentration of all companies