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Cadence10-Q: Customer concentration

Cadence flags significant revenue risk from U.S.-China geopolitical and trade uncertainty.

What happened

The company highlights that a 'substantial percentage' of its revenue from China is at risk due to ongoing geopolitical tensions and trade regulations. This pressure could force a re-evaluation of its geographic strategy, supply chain dependencies (especially related to Taiwan), and investments in market diversification.

Source

SEC EDGARJul 28, 2026

Quarterly report (Form 10-Q)

Cadence 10-Q

Filing excerpt

the ongoing geopolitical and economic uncertainty between the United States and China, where we conduct business and have derived a substantial percentage of our revenue, the unknown impact of current and future U.S. and Chinese trade regulations, including tariffs and other trade restrictions, and geopolitical risks with respect to Taiwan, which serves as a central hub for the technology industry supply chain, could, directly or indirectly, materially harm our business, financial condition and results of operations.

sec.gov/Archives/edgar/data/813672/000081367226000092/cdns-20260630.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 28, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
813672
Accession number
0000813672-26-000092
Metric named
substantial percentage of revenue from China
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Regions named

  • United States
  • China
  • Taiwan
  • Middle East
  • Ukraine

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
customerConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/d079418a-ef0e-4462-93d5-bd1464a221d9 returns this record as JSON. POST /v1/companies/enrich returns every signal for cadence.com.

{
  "signal_id": "d079418a-ef0e-4462-93d5-bd1464a221d9",
  "signal_type": "sec-10q",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-08-04T07:05:22.888+00:00",
  "company": {
    "name": "Cadence",
    "domain": "cadence.com"
  },
  "data": {
    "detail": "The company highlights that a 'substantial percentage' of its revenue from China is at risk due to ongoing geopolitical tensions and trade regulations. This pressure could force a re-evaluation of its geographic strategy, supply chain dependencies (especially related to Taiwan), and investments in market diversification.",
    "metrics": {
      "timeframe": "current_quarter",
      "pct_context": "substantial percentage of revenue from China"
    },
    "summary": "Cadence flags significant revenue risk from U.S.-China geopolitical and trade uncertainty.",
    "excerpts": "the ongoing geopolitical and economic uncertainty between the United States and China, where we conduct business and have derived a substantial percentage of our revenue, the unknown impact of current and future U.S. and Chinese trade regulations, including tariffs and other trade restrictions, and geopolitical risks with respect to Taiwan, which serves as a central hub for the technology industry supply chain, could, directly or indirectly, materially harm our business, financial condition and results of operations.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000092/cdns-20260630.htm",
    "filing_date": "2026-07-28",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "regions_mentioned": [
      "United States",
      "China",
      "Taiwan",
      "Middle East",
      "Ukraine"
    ]
  }
}

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