With 41% of revenue coming from just two customers, Wolfspeed faces significant concentration risk, especially amid softening demand.
Filing excerpt
We had two customers during each of the periods from June 30, 2025 to September 29, 2025 and September 30, 2025 to June 28, 2026 and the fiscal years ended June 29, 2025 and June 30, 2024 that each represented more than 10% of our consolidated revenue. These customers, in the aggregate, accounted for 41%, 38%, 37% and 37% of our total consolidated revenue...
What this signalsFilings often name leadership changes, deals and spending plans.
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This page shows a preview. The full sec-10k 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/633ae2d0-f093-4bc0-bf5c-c6988cc06573 returns this record as JSON. POST /v1/companies/enrich returns every signal for wolfspeed.com.
{
"signal_id": "633ae2d0-f093-4bc0-bf5c-c6988cc06573",
"signal_type": "sec-10k",
"signal_subtype": "customerConcentration",
"detected_at": "2026-08-25T07:04:06.2+00:00",
"company": {
"name": "Wolfspeed",
"domain": "wolfspeed.com"
},
"data": {
"detail": "With 41% of revenue coming from just two customers, Wolfspeed faces significant concentration risk, especially amid softening demand. This risk is a key driver behind their stated priority to 'Diversifying revenue and customer base,' creating opportunities for vendors in sales, marketing, and channel expansion.",
"metrics": {
"pct": 41,
"timeframe": "current_year",
"pct_context": "Revenue concentration from top two customers in the period from June 30, 2025 to September 29, 2025"
},
"summary": "Two customers account for 41% of revenue, driving diversification initiative.",
"excerpts": "We had two customers during each of the periods from June 30, 2025 to September 29, 2025 and September 30, 2025 to June 28, 2026 and the fiscal years ended June 29, 2025 and June 30, 2024 that each represented more than 10% of our consolidated revenue. These customers, in the aggregate, accounted for 41%, 38%, 37% and 37% of our total consolidated revenue...",
"relevance": 0.8,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/895419/000089541926000054/wolf-20260628.htm",
"filing_date": "2026-08-20",
"filing_year": 2026,
"fiscal_year_end": "06/28",
"sales_relevance": "Diversification strategy",
"signal_category": "market"
}
}
curl https://signals.autobound.ai/v1/signals/633ae2d0-f093-4bc0-bf5c-c6988cc06573 \
-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":"wolfspeed.com","limit":20}'Long text fields are shortened on this page.
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