QRVO · CIK 1604778
What Qorvo, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for QRVO. More may follow as additional filings are processed.
In its own words
What could break it.
Customer concentration
- Apple ~50% of revenue; Samsung ~10%high
Qorvo's revenue is heavily concentrated in mobile customers — its largest end customer Apple (via contract manufacturers) was ~50% of total revenue in fiscal 2026 (47% in 2025), and Samsung ~10% — so a design loss or order cut at Apple would severely impact results.
“We provide products to our largest end customer (Apple) through sales to multiple contract manufacturers, which in the aggregate accounted for approximately 50% and 47% of total revenue in fiscal years 2026 and 2025, respectively.”
SEC filing →As of 2026
Regulatory & policy
- U.S./China export controls and tariffs limiting product saleshigh
U.S. trade policy changes — tariffs and export restrictions (notably tied to U.S./China relations) — have already limited and could further limit Qorvo's ability to sell RF/semiconductor products to certain customers and source components (China was ~13% of revenue).
“Changes in government trade policies, including the imposition of tariffs and export restrictions, have limited and could continue to limit our ability to sell or provide our products and other items to certain customers and suppliers, which may materially adversely affect our sales and results of operations.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
Samsung Electronics
“Samsung accounted for approximately 10% of total revenue in both fiscal years 2026 and 2025.”
Cited →“Among the suppliers PMT supports are Amperex, CDE, CPI, Draloric, Eimac, General Electric, Hitachi, Jennings, L3, MACOM, National, NJRC, Ohmite, Qorvo, Thales, Toshiba and Vishay.”
Cited →“We provide products to our largest end customer (Apple) through sales to multiple contract manufacturers, which in the aggregate accounted for approximately 50% and 47% of total revenue in fiscal years 2026 and 2025, respectively.”
Cited →
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