The company's reliance on a few large customers (identified as Customer J and Customer B in the filing's data) for a significant portion of its revenue creates risk. This dependency could drive initiatives to diversify their partner ecosystem or invest in technology to better manage and retain these key accounts.
Filing excerpt
Our revenue is concentrated in a small number of customers, and the loss of any of these customers could harm our business, financial condition, and results of operations.
What this signalsFilings often name leadership changes, deals and spending plans.
sec-10qcustomerConcentrationGet every 10-Q signal for Roku and the companies you sell to, in the tools you already use.
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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 APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/fd7b5aa2-86c6-4253-862b-478de4c993ef returns this record as JSON. POST /v1/companies/enrich returns every signal for roku.com.
{
"signal_id": "fd7b5aa2-86c6-4253-862b-478de4c993ef",
"signal_type": "sec-10q",
"signal_subtype": "customerConcentration",
"detected_at": "2026-05-05T08:48:22.807+00:00",
"company": {
"name": "Roku",
"domain": "roku.com"
},
"data": {
"detail": "The company's reliance on a few large customers (identified as Customer J and Customer B in the filing's data) for a significant portion of its revenue creates risk. This dependency could drive initiatives to diversify their partner ecosystem or invest in technology to better manage and retain these key accounts.",
"metrics": {
"timeframe": "current_quarter"
},
"summary": "Roku reports significant revenue and accounts receivable concentration with a small number of customers.",
"excerpts": "Our revenue is concentrated in a small number of customers, and the loss of any of these customers could harm our business, financial condition, and results of operations.",
"relevance": 0.8,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1428439/000162828026029310/roku-20260331.htm",
"filing_date": "2026-05-01",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "03/31",
"sales_relevance": "Diversification strategy",
"signal_category": "market"
}
}
curl https://signals.autobound.ai/v1/signals/fd7b5aa2-86c6-4253-862b-478de4c993ef \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"roku.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.