One HPC customer represented 59% of fiscal 2026 revenues
Company: Applied Digital
The claim, verbatim
During fiscal 2026, one HPC customer accounted for 59% of total revenues from continuing operations
Source (primary)
APLD's Hyperscaler Concentration Grows: Are Revenues at Risk? - Yahoo Finance (-, news_article)
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Quote: “During fiscal 2026, one HPC customer accounted for 59% of total revenues from continuing operations, while no other customer represented more than 10%.”
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Additional evidence
confirms APLD's Hyperscaler Concentration Grows: Are Revenues at Risk? - Yahoo Finance
Quote: “During fiscal 2026, one HPC customer accounted for 59% of total revenues from continuing operations, while no other customer represented more than 10%.”