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.
Prev close 375.13 · gapped above the open, never looked back. High/low 387.00 at 6:15 am ET, 375.13 at 3:45 pm ET.
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 FN revenue | Skew |
|---|---|---|---|
| LITELumentum Operations LLC | 32.01% | 15.40% | 0.5× |
| NVDANvidia Corporation | 0.44% | 27.60% | 63× |
| CSCOCisco Systems, Inc. | 1.10% | 18.20% | 17× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“During fiscal year 2024, Nvidia Corporation and Cisco Systems Inc. contributed 35.1%, and 13.4%, respectively, of our revenues.”
$1.2B relationship63× more of FN’s book than NVDA’s
basisFN fy2025 · closed 2025-06 $3.4BNVDA fy2026 · closed 2026-01 $216B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001408710-24-000032cik 0001408710
“During fiscal year 2025, NVIDIA Corporation and Cisco Systems, Inc. contributed 27.6% and 18.2%, respectively, of our revenues.”
$622M relationship17× more of FN’s book than CSCO’s
basisFN fy2025 · closed 2025-06 $3.4BCSCO fy2025 · closed 2025-07 $56.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“During fiscal year 2023, Cisco Systems Inc., Lumentum Operations LLC, Nvidia Corporation, and Infinera Corporation contributed 15.6%, 15.4%, 12.5%, and 12.4%, respectively, of our revenues.”
$527M relationship0.5× more of FN’s book than LITE’s
basisFN fy2025 · closed 2025-06 $3.4BLITE fy2025 · closed 2025-06 $1.6B
“During fiscal year 2023, Cisco Systems Inc., Lumentum Operations LLC, Nvidia Corporation, and Infinera Corporation contributed 15.6%, 15.4%, 12.5%, and 12.4%, respectively, of our revenues.”
$424M relationship
basisFN fy2025 · closed 2025-06 $3.4B
FILING10-K0001408710-24-000032
“In March 2025, Innoviz signed an agreement with Fabrinet (the "Fabrinet Agreement"), addressing the high-volume manufacturing of InnovizTwo LiDARs at Fabrinet's qualified facility in Chonburi, Thailand.”
FILING20-F0001178913-26-000724cik 0001835654disclosed by INVZ
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001408710-25-000039cik 0001408710
Fabrinet
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Telephone & Telegraph Apparatus
Fabrinet has 0 disclosed suppliers and 5 disclosed customers. Each one is named in an SEC filing, either Fabrinet’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a supplier of Fabrinet. Suppliers appear here when Fabrinet names them in its own annual report, or when a company names Fabrinet as a customer in theirs.
FN (Fabrinet) has 0 disclosed suppliers and 5 disclosed customers, strongest disclosure first.
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. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: NVDA +0.68%, in semiconductor.