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 669.33 · gapped below the open, then crossed back over prior close. High/low 672.97 at 9:45 am ET, 658.86 at 4:15 am ET.
Meta Platforms, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Computer Programming, Data Processing, Etc.
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 META revenue | Skew |
|---|---|---|---|
| TASKTaskUs, Inc. | 26.00% | 0.15% | 170× |
| ANETArista Networks, Inc. | 15.00% | 0.67% | 22× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“On January 5, 2026, we entered into a prepayment agreement (the "Prepayment Agreement") with Meta Platforms, Inc. ("Meta") that advances plans to develop a 1.2 gigawatt power campus in Pike County, Ohio, to support Meta's data centers.”
FILING10-K0001628280-26-018698cik 0001849056disclosed by OKLO
“Our largest client, Meta, generated 26% of our revenue for the fiscal year ended December 31, 2025 .”
$308M relationship170× more of TASK’s book than META’s
basisTASK fy2025 · closed 2025-12 $1.2BMETA fy2025 · closed 2025-12 $201B
FILING10-K0001829864-26-000012
“Online traffic is also driven by internet search and social media referrals, including search results provided by Google, the primary search engine directing traffic to our websites, and links from Facebook, the primary social media platform directing traffic to our websites.”
FILING10-K0001499832-26-000020cik 0001499832disclosed by TSQ
“Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS and Supreme are a few of our notable merchants seeking a reliable, cost-effective and scalable commerce solution.”
FILING10-K0001594805-26-000007cik 0001594805disclosed by SHOP
“In 2025 and early 2026, we secured significant long-term committed contracts with two large hyperscalers, Microsoft and Meta.”
FILING20-F0001104659-26-052948cik 0001513845disclosed by NBIS
“And sales to our end customer Meta Platforms represented 15%, 21% and 26% of our total revenue, respectively for the years ended 2024, 2023 and 2022.”
$1.4B relationship22× more of ANET’s book than META’s
basisANET fy2025 · closed 2025-12 $9.0BMETA fy2025 · closed 2025-12 $201B
“In 2025, Wyoming Electric continued to grow its large-load demand from existing data center customers, Microsoft and Meta, under its LPCS Tariff.”
FILING10-K0001193125-26-046028cik 0001130464disclosed by BKH
“(3) IBM has assumed, effective January 1, 2026, the existing lease at Domain 12 from Meta Platforms. Additionally, IBM has extended the lease maturity from 2031 to 2040.”
FILING10-K0000025232-25-000012cik 0000025232disclosed by CUZ
“PNM purchases renewable energy which is passed through to Meta under a rate rider.”
FILING10-K0001108426-26-000006cik 0001108426disclosed by TXNM
“In particular, we rely on search engines, such as Google, and social media platforms such as Instagram, Facebook, TikTok and Pinterest as important marketing channels.”
FILING10-K0001628280-26-019015cik 0002085187disclosed by BOBS
“Paid media includes platforms such as Google, Instagram, TikTok, influencer and creator partnerships, and out-of-home advertising.”
FILING10-K0001628280-26-011296cik 0001639438disclosed by CAVA
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
FILING10-K0001600033-25-000016cik 0001600033disclosed by ELF
“Our LocaliQ segment utilizes online media acquired from third parties, particularly Google, Facebook, and Microsoft, which account for a large majority of all U.S. internet searches and traffic.”
FILING10-K0001579684-26-000010cik 0001579684disclosed by TDAY
“We also obtain a significant number of visits from social media platforms such as Facebook, Instagram, and Pinterest.”
FILING10-K0001370637-26-000019cik 0001370637disclosed by ETSY
“A significant number of users access their accounts on our platform using a third-party login provider such as Facebook, Apple or Google.”
FILING10-K0001506293-26-000021cik 0001506293disclosed by PINS
“Similarly, in September 2025, we entered into an order form under an existing master services agreement pursuant to which Meta Platforms, Inc. ("Meta") initially committed to pay us up to approximately $14.2 billion through December 2031 and, as a result, we also expect Meta to be a significant customer in future periods.”
FILING10-K0001769628-26-000104cik 0001769628disclosed by CRWV
“Instagram for iOS is now the first Meta app to support Dolby Vision.”
FILING10-K0001308547-25-000007cik 0001308547disclosed by DLB
“We monetize these live events through third party advertising and sponsorship, including with brands such as Volkswagen, Hyundai, Facebook, Tik Tok, Porsche, and Pepsi, and selling territorial licensing rights to Tencent in China and Ocesa in Mexico.”
FILING10-K0001437749-26-021987cik 0001491419disclosed by LVO
“Most of these companies are also our partners and customers.”
FILING10-K0001810806-26-000011cik 0001810806disclosed by U
“Our customers also engage with us online through our social media channels, including Facebook, Instagram, Pinterest, TikTok, YouTube and Twitter, by providing feedback and public commentary about all aspects of our business.”
FILING10-K0001792781-26-000007cik 0001792781disclosed by CURV
“For paid marketing, we leverage a broad array of advertising channels, including television, radio, social media platforms, such as TikTok, Facebook, Instagram, X (formerly Twitter) and Snapchat, affiliates and paid and organic search, and other digital channels, such as mobile display.”
FILING10-K0001883685-26-000013cik 0001883685disclosed by DKNG
“Social & Influencer Media: We actively engage communities and drive social commerce across platforms like Meta, YouTube and TikTok.”
FILING10-K0001193125-26-117508cik 0001649744disclosed by DLTH
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
FILING10-K0001104659-26-020499cik 0001819928disclosed by DV
“Our digital experience, anchored by our mobile e-commerce website, mobile app and social media presence is growing rapidly as we utilize Instagram, TikTok and Facebook to engage our customers with compelling digital content on a frequent basis.”
FILING10-K0001177609-26-000010cik 0001177609disclosed by FIVE
Watchlist prices, news filtered to it, and its next report on your desk.
Meta Platforms, Inc. has 13 disclosed suppliers and 29 disclosed customers. Each one is named in an SEC filing, either Meta Platforms, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
META (Meta Platforms, Inc.) has 13 disclosed suppliers and 29 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: BOBS −10.00%, in the consumer bundle.