Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Apple Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Electronic Computers
No intraday reading yet this session.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of AAPL revenue | Skew |
|---|---|---|---|
| CRUSCirrus Logic, Inc. | 91.00% | 0.44% | 208× |
| MTCHMatch Group, Inc. | 76.00% | 0.64% | 119× |
| DUOLDuolingo, Inc. | 62.00% | 0.15% | 401× |
| QRVOQorvo, Inc. | 50.00% | 0.44% | 113× |
| AMKRAmkor Technology, Inc. | 30.80% | 0.50% | 62× |
| RBLXRoblox Corp | 30.00% | 0.35% | 85× |
| SITMSitime Corp | 22.00% | 0.02% | 1,274× |
| INGMIngram Micro Holding Corp | 21.00% | 2.65% | 7.9× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For fiscal years 2026, 2025, and 2024, we had one end customer, Apple Inc., who purchased through multiple contract manufacturers and represented approximately 91 percent, 89 percent, and 87 percent, of the Company's total net sales, respectively.”
$1.8B relationship208× more of CRUS’s book than AAPL’s
basisCRUS fy2026 · closed 2026-03 $2.0BAAPL fy2025 · closed 2025-09 $416B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000772406-26-000018cik 0000772406disclosed by CRUS
“Sales attributable to Apple, our largest end customer accounted for approximately 22%, 21%, and 20% of our revenue for the years ended December 31, 2024, 2023, and 2022, respectively.”
$72M relationship1,274× more of SITM’s book than AAPL’s
basisSITM fy2025 · closed 2025-12 $327MAAPL fy2025 · closed 2025-09 $416B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Apple provides design resources for its platforms, including iOS, iPadOS, and macOS, natively through Figma's user interfaces.”
FILING10-K0001628280-26-009228cik 0001579878disclosed by FIG
“We provide certain services to Apple Inc. (the "Customer") pursuant to an agreement (the "Service Agreement") and certain related ancillary agreements (such agreements, together with the Service Agreement, the "Service Agreements").”
FILING10-K0001366868-25-000033cik 0001366868disclosed by GSAT
“We provide products to our largest end customer, Apple Inc. ("Apple"), through sales to multiple contract manufacturers, which in the aggregate accounted for 50% and 47% of total revenue in fiscal years 2026 and 2025, respectively.”
$1.8B relationship113× more of QRVO’s book than AAPL’s
basisQRVO fy2026 · closed 2026-03 $3.7BAAPL fy2025 · closed 2025-09 $416B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Entered into a long-term supply agreement with Apple Inc. (NASDAQ: AAPL) ("Apple"), for magnet production at Independence and the development and installation of scaled recycling capabilities at Mountain Pass, whereby Apple agreed to make prepayments in the aggregate amount of $200.0 million for the purchase of magnets;”
FILING10-K0001801368-26-000008cik 0001801368disclosed by MP
“HarperCollins derives its revenue from the sale and licensing of print and digital books to a customer base that includes global technology companies, traditional brick and mortar booksellers, wholesale clubs and discount stores, including Amazon, Apple, Barnes & Noble and Tesco, as well as from third-party distribution services.”
FILING10-K0001564708-26-000175cik 0001564708disclosed by NWSA
“We purchase for resale mobile handsets from a number of original equipment manufacturers including Apple and Motorola.”
FILING10-K0001702780-26-000013cik 0001702780disclosed by OPTU
“• Apple, who distributes our apps through its App Store and who we rely on to collect fees and approve the terms of our consumer offers;”
FILING10-K0000908937-26-000006cik 0000908937disclosed by SIRI
“Direct sales to Apple and Qualcomm accounted for 30.8% and 10.2% of our net sales, respectively, for the year ended December 31, 2024.”
$2.1B relationship62× more of AMKR’s book than AAPL’s
basisAMKR fy2025 · closed 2025-12 $6.7BAAPL fy2025 · closed 2025-09 $416B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“o Licensing film and TV content to leading players in OTT streaming ecosystem with Amazon, Apple, Netflix and Google.”
FILING10-K0001193125-26-284027cik 0001173204disclosed by CNVS
“Partner Direct revenue consists of license fees from multichannel video programming distributors ("MVPDs"), virtual MVPDs ("vMVPDs"), and digital distributor partners, including Comcast, Cox, Dish, Amazon Prime Video Channels, Apple Channel, The Roku Channel, Sling TV, and YouTube TV.”
FILING10-K0001628280-26-017346cik 0001776909disclosed by CURI
“Dolby Atmos and Dolby Vision are included throughout the Apple device line-up and in Apple TV, and Dolby Atmos is included in Apple Music.”
FILING10-K0001308547-25-000007cik 0001308547disclosed by DLB
“In the twelve months ended December 31, 2025, we derived 62% of our revenue and 61% of our total bookings from the Apple App Store, and 20% of our revenue and 21% of our total bookings from the Google Play Store.”
$643M relationship401× more of DUOL’s book than AAPL’s
basisDUOL fy2025 · closed 2025-12 $1.0BAAPL fy2025 · closed 2025-09 $416B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“We collaborated with Apple to deliver durable glass with infused color for the back of Apple's iPhone 15 and iPhone 15 Plus devices.”
FILING10-K0000024741-26-000124cik 0000024741disclosed by GLW
“Substantially all of the revenues in Platform Solutions are from activities related to issuing credit cards to and raising deposits from Apple Card customers and related to businesses that have been exited.”
FILING10-K0000886982-26-000091cik 0000886982disclosed by GS
“For example, in 2024, Samsung, Lenovo, Apple, and OPPO each comprised 10% or more of our consolidated revenues.”
$83M relationship499× more of IDCC’s book than AAPL’s
basisIDCC fy2025 · closed 2025-12 $834MAAPL fy2025 · closed 2025-09 $416B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“In addition, IMAX is working with Apple TV to bring the 2026 FIA Formula One World Championship live to select IMAX locations across the United States for the first time ever.”
FILING10-K0001628280-26-011770cik 0000921582disclosed by IMAX
“Our 10 largest OEM end customers, some of whom are supplied by distributors, in alphabetical order, are Apple, Aptiv, Bosch, Continental, Denso, Harman Auto, Hyundai, LGE Automotive, Samsung and Visteon.”
FILING10-K0001413447-25-000019cik 0001413447disclosed by NXPI
“Starz sells its services on a direct-to-consumer basis and through various distributors, including over-the-top providers (such as Amazon, Apple, Google and Hulu) and multichannel video programming distributors (such as Comcast, Charter, DIRECTV and DISH Network).”
FILING10-K0000929351-25-000038cik 0000929351disclosed by STRZ
“In each of the fiscal years ended October 3, 2025 ("fiscal 2025"), September 27, 2024 ("fiscal 2024"), and September 29, 2023 ("fiscal 2023"), Apple, through sales to multiple distributors and contract manufacturers for multiple applications including smartphones, tablets, desktop and notebook computers, watches, and other devices, constituted more than ten percent of our net revenue.”
FILING10-K0000004127-25-000085cik 0000004127disclosed by SWKS
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
FILING10-K0001628280-25-026694cik 0000946581disclosed by TTWO
“In fiscal 2026, our 20 largest suppliers accounted for approximately 80% of the merchandise we purchased, with five suppliers – Apple, Samsung, HP, LG and Sony – representing approximately 55% of total merchandise purchased.”
FILING10-K0000764478-26-000009cik 0000764478disclosed by BBY
“We currently accept payments using a variety of methods, including credit card, debit card, PayPal, Apple Pay, BNPL, and gift cards and may offer new payment options over time.”
FILING10-K0001766502-26-000034cik 0001766502disclosed by CHWY
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001451809-25-000034cik 0001451809disclosed by SITM
FILING10-K0001628280-26-032873cik 0001604778disclosed by QRVO
FILING10-K0001047127-25-000030cik 0001047127disclosed by AMKR
FILING10-K0001628280-26-012494cik 0001562088disclosed by DUOL
FILING10-K0001405495-25-000011cik 0001405495disclosed by IDCC
Apple Inc. has 25 disclosed suppliers and 61 disclosed customers. Each one is named in an SEC filing, either Apple Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
AAPL (Apple Inc.) has 25 disclosed suppliers and 61 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SITM −1.67%, in the semis bundle.