A podcast posted here recently had this number: 80% of ant revenue comes from just 8 customers. The consensus of the speakers was that if true, this would be indicative of a very vulnerable revenue structure. But this was based on leaks. Maybe we can have the real numbers now?

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vanuatu 5 hours ago | parent | next [-]

from the s-1, the top 5 customers make up 25% of revenue

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mpaepper 3 hours ago | parent [-]

Who would be among those 5? Are these big tech? Or large corporates?

	▲	vanuatu 2 hours ago \| parent [-]
		likely mag 7, big tech, megacorps like accenture, etc.

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weieq2211 6 hours ago | parent | prev [-]

And those 8 customers.. you think they will accept large price increases?

Hahahahahaha.

Those large customers are not a mom and pop store - they’re large market cap firms!!!

	▲	disgruntledphd2 5 hours ago \| parent [-]
		As per the S1, 5 companies were responsible for 25% of revenue in the 9months back from end of September. Which feels like a carefully chosen statistic.