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How each company in a group stands on five things from the filings, then what each says about a topic in its latest 10-K.

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1 · Shapes

Technology: where each company stands

Five things from the filings, each ranked against all 532 companies we cover
12 of 75 shown
All 75 companies in Technology
HPQ HP Inc. GrowthProfitBalanceCleanInsiders Sales +3%Margin 4.1%Checks 0 flagged SMCI Supermicro GrowthProfitBalanceCleanInsiders Sales +78%Margin 6.8%Checks 6 flagged AMD Advanced Micro Devices GrowthProfitBalanceCleanInsiders Sales +34%Margin 17%Checks 1 flagged CRM Salesforce GrowthProfitBalanceCleanInsiders Sales +10%Margin 22%Checks 2 flagged QCOM Qualcomm GrowthProfitBalanceCleanInsiders Sales -3%Margin 32%Checks 2 flagged HPE Hewlett Packard Enterprise GrowthProfitBalanceCleanInsiders Sales +14%Margin 6.7%Checks 2 flagged JBL Jabil GrowthProfitBalanceCleanInsiders Sales +21%Margin 2.9%Checks 2 flagged APH Amphenol GrowthProfitBalanceCleanInsiders Sales +52%Margin 18%Checks 1 flagged FLEX Flex Ltd. GrowthProfitBalanceCleanInsiders Sales +8%Margin 3.4%Checks 1 flagged AMAT Applied Materials GrowthProfitBalanceCleanInsiders Sales +4%Margin 30%Checks 0 flagged SNDK Sandisk GrowthProfitBalanceCleanInsiders Sales +175%Margin 67%Checks 2 flagged LRCX Lam Research GrowthProfitBalanceCleanInsiders Sales +26%Margin 32%Checks 4 flagged ADBE Adobe Inc. GrowthProfitBalanceCleanInsiders Sales +11%Margin 28%Checks 1 flagged CDW CDW Corporation GrowthProfitBalanceCleanInsiders Sales +7%Margin 4.5%Checks 1 flagged CTSH Cognizant GrowthProfitBalanceCleanInsiders Sales +7%Margin 12%Checks 0 flagged INTU Intuit GrowthProfitBalanceCleanInsiders Sales +14%Margin 21%Checks 0 flagged TXN Texas Instruments GrowthProfitBalanceCleanInsiders Sales +13%Margin 34%Checks 0 flagged TEL TE Connectivity GrowthProfitBalanceCleanInsiders Sales +15%Margin 16%Checks 0 flagged GLW Corning Inc. GrowthProfitBalanceCleanInsiders Sales +19%Margin 12%Checks 1 flagged NOW ServiceNow GrowthProfitBalanceCleanInsiders Sales +21%Margin 9.4%Checks 1 flagged KLAC KLA Corporation GrowthProfitBalanceCleanInsiders Sales +12%Margin 36%Checks 2 flagged WDC Western Digital GrowthProfitBalanceCleanInsiders Sales +36%Margin 69%Checks 1 flagged ADI Analog Devices GrowthProfitBalanceCleanInsiders Sales +17%Margin 30%Checks 0 flagged STX Seagate Technology GrowthProfitBalanceCleanInsiders Sales +34%Margin 32%Checks 1 flagged NXPI NXP Semiconductors GrowthProfitBalanceCleanInsiders Sales -3%Margin 23%Checks 2 flagged MSI Motorola Solutions GrowthProfitBalanceCleanInsiders Sales +8%Margin 17%Checks 2 flagged ANET Arista Networks GrowthProfitBalanceCleanInsiders Sales +29%Margin 40%Checks 1 flagged PANW Palo Alto Networks GrowthProfitBalanceCleanInsiders Sales +24%Margin 2.7%Checks 1 flagged WDAY Workday, Inc. GrowthProfitBalanceCleanInsiders Sales +13%Margin 12%Checks 1 flagged MRVL Marvell Technology GrowthProfitBalanceCleanInsiders Sales +42%Margin 28%Checks 2 flagged SNPS Synopsys GrowthProfitBalanceCleanInsiders Sales +15%Margin 11%Checks 2 flagged ROP Roper Technologies GrowthProfitBalanceCleanInsiders Sales +12%Margin 31%Checks 0 flagged COHR Coherent Corp. GrowthProfitBalanceCleanInsiders Sales +23%Margin 12%Checks 3 flagged FTNT Fortinet GrowthProfitBalanceCleanInsiders Sales +14%Margin 29%Checks 1 flagged ADSK Autodesk GrowthProfitBalanceCleanInsiders Sales +18%Margin 21%Checks 1 flagged NTAP NetApp GrowthProfitBalanceCleanInsiders Sales +5%Margin 19%Checks 0 flagged PLTR Palantir Technologies GrowthProfitBalanceCleanInsiders Sales +56%Margin 50%Checks 1 flagged KEYS Keysight Technologies GrowthProfitBalanceCleanInsiders Sales +8%Margin 19%Checks 1 flagged TDY Teledyne Technologies GrowthProfitBalanceCleanInsiders Sales +8%Margin 16%Checks 0 flagged IT Gartner GrowthProfitBalanceCleanInsiders Sales +4%Margin 15%Checks 1 flagged ON ON Semiconductor GrowthProfitBalanceCleanInsiders Sales -15%Margin 11%Checks 1 flagged ZBRA Zebra Technologies GrowthProfitBalanceCleanInsiders Sales +8%Margin 9.8%Checks 2 flagged CDNS Cadence Design Systems GrowthProfitBalanceCleanInsiders Sales +14%Margin 23%Checks 1 flagged CIEN Ciena GrowthProfitBalanceCleanInsiders Sales +19%Margin 11%Checks 0 flagged TWLO Twilio GrowthProfitBalanceCleanInsiders Sales +14%Margin 22%Checks 0 flagged MCHP Microchip Technology GrowthProfitBalanceCleanInsiders Sales +7%Margin 15%Checks 1 flagged Q Qnity Electronics GrowthProfitBalanceCleanInsiders Sales +10%Margin 10%Checks 1 flagged CRWD CrowdStrike GrowthProfitBalanceCleanInsiders Sales +22%Margin 0.8%Checks 0 flagged GEN Gen Digital GrowthProfitBalanceCleanInsiders Sales +27%Margin 23%Checks 2 flagged GDDY GoDaddy GrowthProfitBalanceCleanInsiders Sales +8%Margin 19%Checks 0 flagged FSLR First Solar GrowthProfitBalanceCleanInsiders Sales +24%Margin 37%Checks 1 flagged TER Teradyne GrowthProfitBalanceCleanInsiders Sales +13%Margin 27%Checks 3 flagged AKAM Akamai Technologies GrowthProfitBalanceCleanInsiders Sales +5%Margin 8.8%Checks 0 flagged DDOG Datadog GrowthProfitBalanceCleanInsiders Sales +28%Margin 6.1%Checks 0 flagged P Everpure GrowthProfitBalanceCleanInsiders Sales +16%Margin 5.9%Checks 3 flagged SWKS Skyworks Solutions GrowthProfitBalanceCleanInsiders Sales -2%Margin 7.2%Checks 1 flagged LITE Lumentum GrowthProfitBalanceCleanInsiders Sales +83%Margin -176%Checks 0 flagged MPWR Monolithic Power Systems GrowthProfitBalanceCleanInsiders Sales +26%Margin 24%Checks 3 flagged FFIV F5, Inc. GrowthProfitBalanceCleanInsiders Sales +10%Margin 22%Checks 0 flagged PTC PTC Inc. GrowthProfitBalanceCleanInsiders Sales +19%Margin 41%Checks 1 flagged FICO Fair Isaac GrowthProfitBalanceCleanInsiders Sales +27%Margin 33%Checks 0 flagged TYL Tyler Technologies GrowthProfitBalanceCleanInsiders Sales +9%Margin 14%Checks 0 flagged VRSN Verisign GrowthProfitBalanceCleanInsiders Sales +6%Margin 49%Checks 1 flagged
2 · By topic

Inflation: paragraphs that mention it

Risk Factors paragraphs in each company's latest 10-K · bar = this year · line = last year
10-K Item 1A
FTNT 20 vs 17 HPE 16 vs 13 FSLR 14 vs 14 GEN 13 vs 15 ANET 12 vs 9 LRCX 12 vs 4 KLAC 11 vs 10 FLEX 10 vs 14 HPQ 10 vs 9 LITE 10 vs 11 MRVL 10 vs 10 MU 9 vs 9 TEL 8 vs 8 CDNS 7 vs 8 CDW 7 vs 5 GLW 7 vs 6 MCHP 7 vs 14 ADI 6 vs 7 ADSK 6 vs 5 AMAT 6 vs 6 APH 6 vs 8 KEYS 6 vs 8 MSI 6 vs 6 NTAP 6 vs 4 ORCL 6 vs 5 P 6 vs 6 Q 6 SMCI 6 vs 9 TER 6 vs 8 AMD 5 vs 4 CRM 5 vs 6 DDOG 5 vs 5 IT 5 vs 4 MPWR 5 vs 6 NVDA 5 vs 5 PANW 5 vs 6 ROP 5 vs 2 ACN 4 vs 4 AKAM 4 vs 4 CRWD 4 vs 4 CSCO 4 vs 4 FFIV 4 vs 4 GDDY 4 vs 4 ON 4 vs 3 SNDK 4 vs 3 SWKS 4 vs 4 TDY 4 vs 5 TYL 4 vs 4 WDAY 4 vs 4 WDC 4 vs 8 AAPL 3 vs 3 FICO 3 vs 3 INTC 3 vs 4 INTU 3 vs 3 MSFT 3 vs 2 PLTR 3 vs 4 SNPS 3 vs 8 STX 3 vs 3 TWLO 3 vs 4 ZBRA 3 vs 3 ADBE 2 vs 2 AVGO 2 vs 2 CIEN 2 vs 4 COHR 2 vs 1 CTSH 2 vs 3 DELL 2 vs 1 JBL 2 vs 2 NOW 2 vs 2 NXPI 2 vs 2 QCOM 2 vs 1 TRMB 2 vs 2 IBM 1 vs 1 PTC 1 vs 1 VRSN 1 vs 1 TXN 0 vs 0
3 · Quotes

What the companies wrote

The paragraphs themselves, as filed, each linked to its filing on sec.gov
6 of 75 shown

FTNT Fortinet, Inc.

20 paragraphs

The existence of inflation in certain economies has resulted in, and may continue to result in, changing interest rates and capital costs, increased component or shipping costs, increased costs of labor, weakening exchange rates and other similar effects. Although we …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

• increasing or decreasing inflation or stagflation, and changing interest rates in many geographies and changes in currency exchange rates and currency regulations;

Item 7, MD&A, 10-K 2026-02-25 ↗

HPE Hewlett Packard Enterprise Co

16 paragraphs

• inflationary pressures, which have in the past increased, and may in the future increase costs for materials, supplies, and services, including those of third parties with whom we do business;

Item 1A, Risk Factors, 10-K 2025-12-18 ↗

• Trends and Uncertainties. A discussion of material events and uncertainties known to management, such as the mixed macroeconomic environment and heightening global trade restrictions, uneven demand across our portfolio, increased demand for and adoption of new technologies, increased inventory levels, conservative customer spending environment (though recovering), persistent inflation, foreign exchange pressures, recent tax developments, and competitive pricing pressures.

Item 7, MD&A, 10-K 2025-12-18 ↗

FSLR FIRST SOLAR, INC.

14 paragraphs

• unstable or adverse economic, social, and/or operating environments, including social unrest, currency, inflation, and interest rate uncertainties;

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

… The overall impact of trade laws on our business depends on multiple factors, including their duration, their scope and potential expansion thereof, enforcement, retaliatory measures by impacted exporting countries, inflationary effects and broader macroeconomic responses, changes to consumer purchasing behavior …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

GEN Gen Digital Inc.

13 paragraphs

• Changes in our target customers’ spending levels as a result of general economic conditions, inflationary pressures or other factors; and

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

• Fluctuations in currency exchange rates, economic instability and inflationary conditions could make our solutions more expensive or could increase our costs of doing business in certain countries;

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

ANET Arista Networks, Inc.

12 paragraphs

• increased expenses resulting from increases in component, production and logistics costs resulting from factors such as global inflationary pressures, or the tariffs imposed by the U.S. on goods from other countries and tariffs imposed by other countries on U.S. goods;

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

• disruptions in our business due to general economic and market conditions, such as recessionary risks and a global economic downturn, international trade tensions and tariff policies, higher interest rates, monetary policy shifts, inflationary pressures, supply chain and labor shortages, changes in government administration, and geopolitical pressures;

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

LRCX LAM RESEARCH CORP

12 paragraphs

• the impact of stagnating or worsening business and economic conditions, including inflationary pressures, general economic slowdown or a recession, actual or anticipated changes in interest rates, reductions in government spending or other changes in monetary policy, or adverse financial or commodity markets activity or macroeconomic conditions, including as a result of geopolitical conflicts;

Item 1A, Risk Factors, 10-K 2026-08-07 ↗

• the impact of stagnating or worsening business and economic conditions, including inflationary pressures, general economic slowdown or a recession, actual or anticipated changes in interest rates, reductions in government spending or other changes in monetary policy, or adverse financial or commodity markets activity or macroeconomic conditions, including as a result of geopolitical conflicts;

Item 1A, Risk Factors, 10-K 2026-08-07 ↗
Show all 75 companies' quotes

KLAC KLA CORP

11 paragraphs

• Rising inflation and fluctuations in interest and currency exchange rates may adversely impact our ability to compete on price with local providers or the value of revenues we generate from our international business. Although we attempt to manage some of our near-term currency risks through the use of hedging instruments, there can be no assurance that such efforts will be adequate;

Item 1A, Risk Factors, 10-K 2026-08-06 ↗

The enactment of the Inflation Reduction Act (“IRA”) introduced a corporate alternative minimum tax (“CAMT”). The CAMT applies a 15% minimum income tax rate on certain large corporations. Although we were not subject to the CAMT in our fiscal year ended June 30, 2026, the enactment of the OBBBA and interpretations of such law may result in our subjection to CAMT liability in future periods, which can have a material and adverse impact to our future effective tax rate.

Item 1A, Risk Factors, 10-K 2026-08-06 ↗

FLEX FLEX LTD.

10 paragraphs

Inflationary pressures, such as what the market continues to experience, could affect our profitability and cash flows, due to higher wages, higher operating costs, higher financing costs, and/or higher supplier prices. Inflation may also adversely affect foreign exchange rates …

Item 1A, Risk Factors, 10-K 2026-05-20 ↗

• global economic conditions, including inflationary pressures, currency volatility, stagflation, slower economic growth or recession, high or rising interest rates, trade conflicts, tariffs, geopolitical uncertainty and instability in financial markets;

Item 7, MD&A, 10-K 2026-05-20 ↗

HPQ HP INC

10 paragraphs

Our business and financial performance depend significantly on worldwide economic conditions. We face global macroeconomic challenges such as ongoing geopolitical tensions, uncertainty in the markets, volatility in exchange rates, inflationary trends and evolving dynamics in the global trade environment. We also experience seasonality in the sale of our products and services which may be affected by general economic conditions.

Item 7, MD&A, 10-K 2025-12-10 ↗

… Ongoing economic weakness, including an economic slowdown or recession, uncertainty in markets throughout the world and other adverse economic conditions, including inflation, changes in monetary policy, changes in levels of government spending, increased interest rates, tariffs and other trade restrictions …

Item 1A, Risk Factors, 10-K 2025-12-10 ↗

LITE Lumentum Holdings Inc.

10 paragraphs

Inflation and increased borrowing costs could impact our cash flows and profitability.

Item 1A, Risk Factors, 10-K 2026-08-17 ↗

• adverse social, political and economic conditions, such as inflation, high interest rates and risk of global or regional recession;

Item 1A, Risk Factors, 10-K 2026-08-17 ↗

MRVL Marvell Technology, Inc.

10 paragraphs

We face risks related to recessions, inflation, stagflation and other macroeconomic conditions.

Item 1A, Risk Factors, 10-K 2026-03-11 ↗

In addition, we are also subject to risk from inflation and increasing market prices of certain components, supplies, and commodity raw materials, which are incorporated into our end products or used by our manufacturing partners or suppliers to manufacture our …

Item 1A, Risk Factors, 10-K 2026-03-11 ↗

MU MICRON TECHNOLOGY INC

9 paragraphs

• higher costs of goods and services due to, among other things, inflationary pressures, labor disputes, regulatory actions, including tariffs or trade restrictions, increased input costs, or market conditions; and

Item 1A, Risk Factors, 10-K 2026-10-09 ↗

… To remain competitive, we must continuously develop and implement new products and technologies and decrease manufacturing costs in spite of inflationary pressures and regulatory uncertainty. As we streamline our production and shift capacity to leading-edge nodes and, as we …

Item 1A, Risk Factors, 10-K 2026-10-09 ↗

TEL TE Connectivity plc

8 paragraphs

conditions in the global or regional economies and global capital markets, and cyclical industry conditions, including recession, inflation, tariffs, supply chain disruptions, and higher interest rates;

Item 7, MD&A, 10-K 2026-11-09 ↗

Our business and operating results have been and will continue to be affected by worldwide economic conditions. The global economy has been impacted in recent years by supply chain disruptions, inflationary cost pressures, and, most recently, tariff and trade policies. We are monitoring the current environment and its potential effects on our customers and the end markets we serve.

Item 7, MD&A, 10-K 2026-11-09 ↗

CDNS CADENCE DESIGN SYSTEMS INC

7 paragraphs

We plan our operating expenses based on forecasted revenue, expected business needs and other factors such as inflation. These expenses and the effect of long-term commitments are relatively fixed in the short term. Bookings and the related revenue are …

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

Because we operate globally, our business is subject to the effects of economic downturns or recessions in the regions in which we do business, volatility in foreign currency exchange rates relative to the U.S. dollar, inflation, changing interest rates, expanded trade control laws and regulations, imposition of new or higher tariffs and geopolitical conflicts.

Item 7, MD&A, 10-K 2026-02-19 ↗

CDW CDW Corp

7 paragraphs

… These dynamics may continue to influence supply chains, drive inflationary pressures, and affect interest rates. The uncertainty in the current economic environment has impacted and may continue to impact the timing of our customers’ investments in technology.

Item 7, MD&A, 10-K 2026-02-20 ↗

Moreover, supply chain disruptions have caused and could in the future cause us to experience more volatility in our level of inventory and delays in completion of orders and installations for our customers and could exacerbate inflationary pressures, such as …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

GLW CORNING INC /NY

7 paragraphs

Inflationary price pressures and uncertain availability of commodities, raw materials, utilities, labor or other inputs used by us and our suppliers, or instability in logistics and related costs, among other factors, could negatively impact our profitability

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

• Volatility in the availability and cost of materials, equipment and services, including rising prices due to inflation or scarcity of availability;

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

MCHP MICROCHIP TECHNOLOGY INC

7 paragraphs

rates, persistent inflation, instability in the banking sector, tariffs, public health concerns or other factors;

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

• general economic, industry, public health or political conditions in the U.S. or internationally, including uncertain economic conditions in U.S., China and Europe, changes in geopolitical conditions, interest rates, persistent inflation, tariffs or instability in the banking sector;

Item 1A, Risk Factors, 10-K 2026-05-21 ↗

ADI ANALOG DEVICES INC

6 paragraphs

• fluctuations in raw material costs and energy costs due to general market factors and conditions such as inflationary pressures and supply chain constraints;

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

• the effects of adverse economic or geopolitical conditions in the markets in which we sell our products, including inflationary pressures, which has resulted, and may continue to result, in increased interest rates, fuel prices, wages and other costs;

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

ADSK Autodesk, Inc.

6 paragraphs

• fluctuating currency exchange rates, including devaluations, currency controls, and inflation, and risks related to any hedging activities we undertake;

Item 1A, Risk Factors, 10-K 2026-03-03 ↗

… Additionally, countries in which we operate may be classified as highly inflationary economies, requiring special accounting and financial reporting treatment for such operations, or such countries’ currencies may be devalued, or both, which may adversely impact our business operations and …

Item 1A, Risk Factors, 10-K 2026-03-03 ↗

AMAT APPLIED MATERIALS INC /DE

6 paragraphs

• volatility in the availability and cost of parts, commodities, energy and shipping related to our products, including increased costs due to rising inflation or interest rates or other market conditions, as well as uncertainties arising from the imposition of tariffs and any retaliatory measures;

Item 1A, Risk Factors, 10-K 2025-12-12 ↗

Our investment portfolio is subject to general credit, liquidity, market and interest rate risks, which may be exacerbated by rising inflation, rising interest rates, bank failures or economic recession and the value and liquidity of our portfolio and returns on …

Item 1A, Risk Factors, 10-K 2025-12-12 ↗

APH AMPHENOL CORP /DE/

6 paragraphs

●postponement of customer spending, in response to tighter credit, inflationary pressures, financial market volatility and other global economic factors;

Item 1A, Risk Factors, 10-K 2026-02-11 ↗

… While the Company does not currently anticipate significant, broad-based difficulties in obtaining raw materials or components necessary for production, inflationary pressures and increased commodity prices may impact the cost and availability of certain raw materials and components used by …

Item 7, MD&A, 10-K 2026-02-11 ↗

KEYS Keysight Technologies, Inc.

6 paragraphs

Our business is sensitive to negative changes in general economic conditions, both inside and outside the U.S. Global and regional economic volatility and uncertainty, inflation and potential recession has and may continue to impact our business, resulting in:

Item 1A, Risk Factors, 10-K 2025-12-17 ↗

accounting, and other laws, including the Tax Cuts and Jobs Act, the Inflation Reduction Act and the One Big Beautiful Bill Act in the U.S, regulations, principles, and interpretations in the U.S. and in other jurisdictions where we …

Item 1A, Risk Factors, 10-K 2025-12-17 ↗

MSI Motorola Solutions, Inc.

6 paragraphs

… During the year ended December 31, 2024, we paid $3 million of 1% excise tax pursuant to the Inflation Reduction Act of 2022, related to our 2023 share repurchases in excess of issuances.

Item 7, MD&A, 10-K 2026-02-12 ↗

… The occurrence of any such catastrophic event, and the measures taken in response thereto, could have varied impacts and adversely impact our operations, including through impacts to our workforce and supply chain, inflationary pressures and increased costs (including increased insurance …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

NTAP NetApp, Inc.

6 paragraphs

We have experienced, and may continue to experience, negative impacts on our gross margins due to rising component costs, logistics costs, tariffs and other trade barriers, and inflationary pressures. For example, we have experienced inflationary pressure and supply chain constraints …

Item 1A, Risk Factors, 10-K 2026-06-05 ↗

Inflationary pressures and supply chain constraints have impacted our operations beginning in the second half of fiscal 2026. We have experienced increased costs for memory and other components, which have affected our gross margins, and we expect costs will remain elevated, or continue to increase, in the near term. Additionally, the tight supply environment for specific products, which is anticipated to persist, could pose challenges in meeting customer demand for those products.

Item 7, MD&A, 10-K 2026-06-05 ↗

ORCL ORACLE CORP

6 paragraphs

We have incurred foreign currency losses associated with the devaluation of currencies in certain highly inflationary economies relative to the U.S. Dollar. We could incur future losses in other countries where we do business should their currencies become designated as highly inflationary.

Item 1A, Risk Factors, 10-K 2026-06-22 ↗

• inflation, trade policy, geopolitical conditions and other macroeconomic factors reduce customer demand or their ability to pay for our products and services or cause us to be unable to meet current or expected customer demand;

Item 1A, Risk Factors, 10-K 2026-06-22 ↗

P Everpure, Inc.

6 paragraphs

• the impact of inflation on labor and other costs, fluctuations in the exchange rates between the U.S. dollar and foreign currencies, other adverse economic conditions, and the impact of public health epidemics or pandemics; and

Item 1A, Risk Factors, 10-K 2026-03-25 ↗

… services or promotional programs, a change in our mix of products and services, cost of components, supply chain constraints, inflation and other adverse economic conditions. As a result of the increase in our component costs during fiscal 2026, we raised …

Item 1A, Risk Factors, 10-K 2026-03-25 ↗

Q Qnity Electronics, Inc.

6 paragraphs

• changes in global or local economic conditions, including inflation, hyperinflation, fluctuations in interest rates and other increasing price levels in certain sectors, such as energy, impacting availability and cost of goods and services;

Item 1A, Risk Factors, 10-K 2026-02-26 ↗

On August 16, 2022, the Inflation Reduction Act of 2022 (the “IRA”) was enacted in the United States and imposes a 15% corporate alternative minimum tax (“CAMT”) on certain corporations. We continue to monitor the impact and risk of this on our future effective tax rate.

Item 1A, Risk Factors, 10-K 2026-02-26 ↗

SMCI Super Micro Computer, Inc.

6 paragraphs

• We face risks related to recessions, inflation, stagflation, and other macroeconomic conditions;

Item 1A, Risk Factors, 10-K 2026-08-31 ↗

We face risks related to recessions, inflation, stagflation, and other macroeconomic conditions.

Item 1A, Risk Factors, 10-K 2026-08-31 ↗

TER TERADYNE, INC

6 paragraphs

The global supply shortage of electrical components and inflationary cost increases impact our ability to meet customer demand and could adversely affect our business and financial results.

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

• cost increases from inflation on materials, employee wages, third party labor, and contract manufacturing;

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

AMD ADVANCED MICRO DEVICES INC

5 paragraphs

… political and market conditions, including imposition of new or increased tariffs and other trade restrictions, interest rate changes and inflation. Stock price fluctuations could impact the value of our equity compensation, which could affect our ability to recruit and retain …

Item 1A, Risk Factors, 10-K 2026-02-04 ↗

… Market conditions and events, particularly in periods with economic uncertainty, inflation, volatile public equity markets or unsettled global market conditions, could cause our investments in public companies to expose us to volatility in our results due to changes in market …

Item 1A, Risk Factors, 10-K 2026-02-04 ↗

CRM Salesforce, Inc.

5 paragraphs

… The resulting gains or losses could be material depending on market conditions and events, particularly in periods with economic uncertainty, inflation, geopolitical conflict, volatile public equity markets or unsettled global market conditions.

Item 1A, Risk Factors, 10-K 2026-03-02 ↗

Additionally, global events as well as geopolitical developments, including the war in Ukraine and regional conflict in the Middle East, fluctuating commodity prices, uncertainty regarding changes in trade policy and inflation, have caused, and may in the future cause, global …

Item 1A, Risk Factors, 10-K 2026-03-02 ↗

DDOG Datadog, Inc.

5 paragraphs

• the effect of other economic factors, including inflation, pricing and currency fluctuations;

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

• changes in tax laws, tax treaties, and regulations or the interpretation of them, including changes under the U.S. Tax Cuts, Jobs Act, the Inflation Reduction Act, and the One Big Beautiful Bill Act OBBBA;

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

IT GARTNER INC

5 paragraphs

Our operating results could be negatively impacted by global economic conditions. Our business is impacted by general economic conditions and trends in the United States and abroad, including without limitation inflation, slowing growth, rising

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

… In addition, we must continue to improve our methods for delivering our products and services in a cost-effective manner via the internet and mobile applications in an inflationary economic environment. Failure to maintain state of the art electronic delivery …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

MPWR MONOLITHIC POWER SYSTEMS, INC.

5 paragraphs

… If our manufacturing costs increase, including as a result of inflationary pressure and global tariffs, or we experience supply constraints, we may be required to raise the prices of our products to remain profitable, which could result in a loss …

Item 1A, Risk Factors, 10-K 2026-02-27 ↗

The semiconductor industry is impacted by various macroeconomic challenges including fluctuations in consumer spending, fluctuations in demand for semiconductors, rising inflation, global tariffs and retaliatory measures and announcements regarding the same, increased interest rates, and fluctuations in currency rates. We …

Item 7, MD&A, 10-K 2026-02-27 ↗

NVDA NVIDIA CORP

5 paragraphs

The U.S. Inflation Reduction Act of 2022 requires a 1% excise tax on certain share repurchases in excess of shares issued for employee compensation made after December 31, 2022. The excise tax is included in our share repurchase cost and was not material for fiscal years 2026 and 2025.

Item 7, MD&A, 10-K 2026-02-25 ↗

Macroeconomic factors, including tariffs, inflation, interest rate changes, capital market volatility, global supply chain constraints, and global economic and geopolitical developments, have direct and indirect impacts on our results of operations, particularly demand for our products. While difficult to isolate …

Item 7, MD&A, 10-K 2026-02-25 ↗

PANW Palo Alto Networks Inc

5 paragraphs

We are also monitoring the impact of inflationary pressures and the tensions between China and Taiwan, and between the U.S. and China, which have increased our costs and could have an adverse impact on our business or results of operations in future periods.

Item 7, MD&A, 10-K 2026-09-10 ↗

In the past, we experienced supply chain disruption and have incurred increased costs resulting from inflationary pressures and changes in U.S. trade policy. For example, we experienced supply chain disruption and inflationary pressures during our fourth quarter of fiscal …

Item 1A, Risk Factors, 10-K 2026-09-10 ↗

ROP ROPER TECHNOLOGIES INC

5 paragraphs

(1)Balance includes commissions, and excise tax required by the Inflation Reduction Act of 2022, as amended.

Item 8, Financial Statements, 10-K 2026-02-24 ↗

(1) Average price paid per share excludes broker commissions, and excise tax required by the Inflation Reduction Act of 2022, as amended.

10-K, 10-K 2026-02-24 ↗

ACN Accenture plc

4 paragraphs

• our ability to accurately estimate our service delivery costs, upon which our pricing is sometimes determined, including our ability to estimate the impact of inflation and foreign exchange on our service delivery costs over long-term contracts; and

Item 1A, Risk Factors, 10-K 2026-10-16 ↗

Our results of operations are affected by economic conditions, including macroeconomic conditions, the overall inflationary environment, new and rapidly changing technologies, and levels of business confidence. We continue to see significant economic and geopolitical uncertainty in many markets around the …

Item 7, MD&A, 10-K 2026-10-16 ↗

AKAM AKAMAI TECHNOLOGIES INC

4 paragraphs

… We, along with our customers, continue to manage through an uncertain period of fluctuating inflation, regulatory policies and resources that may negatively impact business, economic and political uncertainty, decreased consumer confidence and pressure on prices during contract renewals, uncertain energy …

Item 7, MD&A, 10-K 2026-02-20 ↗

… or sales of our stock by our officers and directors; general economic conditions and other macroeconomic factors, such as inflationary pressures, foreign currency exchange rate fluctuations, energy prices, reduced consumer spending, elevated interest rates, the announcement or imposition of tariffs …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

CRWD CrowdStrike Holdings, Inc.

4 paragraphs

• deteriorating or volatile conditions in the global economy and financial markets, including as a result of weak or negative gross domestic product growth, uncertainty or disruptions in the capital and credit markets, changing interest rates, inflation, tariffs and trade restrictions, bank failures or adverse conditions impacting financial institutions, and supply-chain disruptions; and

Item 1A, Risk Factors, 10-K 2026-03-05 ↗

… or other public health crises, volatility in the banking and financial services sector, or inflation (as well as government policies such as raising interest rates in response to inflation), have in the past and may in the future cause our

Item 1A, Risk Factors, 10-K 2026-03-05 ↗

CSCO CISCO SYSTEMS, INC.

4 paragraphs

• Increased costs (including royalty or royalty costs and those caused by tariffs or economic conditions, including inflation), loss of cost savings or dilution of savings due to changes in component pricing or charges incurred due to inventory holding periods if parts ordering does not correctly anticipate product demand or if the financial health of either contract manufacturers or suppliers deteriorates

Item 1A, Risk Factors, 10-K 2026-09-02 ↗

… have seen impact the market for components in prior periods, including semiconductors and memory (as we saw in fiscal 2026 and expect to continue seeing), and which costs have in the past and may continue to be exacerbated by inflation

Item 1A, Risk Factors, 10-K 2026-09-02 ↗

FFIV F5, INC.

4 paragraphs

It is possible that the average selling prices of our products will decrease in the future in response to competitive pricing pressures, increased sales discounts, including responses to inflationary pressures, new product introductions by us or our competitors, or other …

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

… and abroad, including, but not limited to, rising interest rates, inflationary pressures on goods and services, challenges in the financial and credit markets, labor shortages, supply chain disruptions, trade uncertainty, adverse changes in global taxation and tariffs, sanctions, outbreaks of …

Item 1A, Risk Factors, 10-K 2025-11-25 ↗

GDDY GoDaddy Inc.

4 paragraphs

• macroeconomic conditions and the related impact on the worldwide economy, including the effects of inflation, deflation or a recession, tariffs and trade policy changes, geopolitical conflict or other adverse economic conditions;

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

General macro-economic and geopolitical conditions, including, among others, higher interest rates, changes in foreign exchange rates, inflation, a recession or an economic slowdown in the U.S. and/or internationally, trade disruptions, reduced business and/or consumer confidence and …

Item 1A, Risk Factors, 10-K 2026-02-25 ↗

ON ON SEMICONDUCTOR CORP

4 paragraphs

… Furthermore, inflationary pressure and increases in interest rates have and may continue to increase our costs, which could negatively impact revenue, earnings and demand for our products. These macroeconomic and global financial risks could also negatively impact the value and …

Item 1A, Risk Factors, 10-K 2026-02-09 ↗

In addition to general economic conditions, impacts of other macroeconomic events, such as valuation concerns related to AI technologies, continued inflation and labor market concerns, public health crises, geopolitical tensions or conflicts and risks, climate change and other severe weather …

Item 1A, Risk Factors, 10-K 2026-02-09 ↗

SNDK Sandisk Corp

4 paragraphs

On August 16, 2022, the Inflation Reduction Act of 2022 was signed into law, which contained significant changes to laws related to tax, climate, energy, and health care. The tax measures include, among other things, a corporate alternative minimum tax …

Item 7, MD&A, 10-K 2026-08-17 ↗

… Adverse changes in global or regional economic conditions, including, but not limited to, volatility in the financial markets, tighter credit, recession, inflation, rising interest rates, slower growth in certain geographic regions, political uncertainty, geopolitical tensions or conflicts, trade war, other …

Item 1A, Risk Factors, 10-K 2026-08-17 ↗

SWKS SKYWORKS SOLUTIONS, INC.

4 paragraphs

• inflation or deflation, as well as changes in existing and expected rates of inflation or deflation, which may vary across the jurisdictions in which we do business,

Item 1A, Risk Factors, 10-K 2025-11-07 ↗

… The Company is subject to a corporate alternative minimum tax (“CAMT”) of 15% on adjusted financial statement income, as well as an excise tax on corporate stock repurchases under the Inflation Reduction Act (“IRA”). The IRA could have a material …

Item 1A, Risk Factors, 10-K 2025-11-07 ↗

TDY TELEDYNE TECHNOLOGIES INC

4 paragraphs

In recent years, inflation and supply chain constraints resulted in sustained increases in the prices we pay for many of the components and raw materials used in our products. In addition, we have experienced higher labor costs due to increased …

Item 1A, Risk Factors, 10-K 2026-02-20 ↗

Inflation exists in certain markets in which we operate. Current inventory costs, the costs of labor, materials, equipment and other costs are considered in establishing sales pricing policies. In addition, we emphasize cost containment and cost reductions in all aspects of our business.

Item 7, MD&A, 10-K 2026-02-20 ↗

TYL TYLER TECHNOLOGIES INC

4 paragraphs

Fluctuation in inflation and interest rate could adversely affect our financial condition and results of operations.

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

Our liquidity and ongoing access to capital could be materially and negatively affected by volatility in the financial and securities markets, including increased inflation and interest rates. Our continued access to sources of liquidity depends on multiple factors, including global …

Item 1A, Risk Factors, 10-K 2026-02-18 ↗

WDAY Workday, Inc.

4 paragraphs

Our future revenues rely on continued demand by existing customers and the acquisition of new customers who may be subject to economic hardship due to recent macroeconomic events, including concerns about the impact of potential or imposed tariffs, inflation or …

Item 1A, Risk Factors, 10-K 2026-03-06 ↗

Recent macroeconomic events including increased tariffs, elevated inflation, and fluctuating interest rates and foreign currency exchange rates, as well as geopolitical instability, continue to impact the global economy and create uncertainty, volatility, and disruption of financial markets. As a result …

Item 7, MD&A, 10-K 2026-03-06 ↗

WDC WESTERN DIGITAL CORP

4 paragraphs

Tariffs or other trade restrictions may also lead to negative economic impacts for our customers, declining consumer confidence, significant inflation and diminished expectations for the economy, as well as ultimately reduced demand for our products. Such conditions could have a …

Item 1A, Risk Factors, 10-K 2026-08-14 ↗

… Adverse changes in global or regional economic and social conditions, including, but not limited to, volatility in the financial markets, reduced access to credit, recession, inflation, rising interest rates, trade wars or changes to tariffs, slower growth in certain geographic …

Item 1A, Risk Factors, 10-K 2026-08-14 ↗

AAPL Apple Inc.

3 paragraphs

Macroeconomic conditions, including inflation, interest rates, component pricing, supply constraints and currency fluctuations, have directly and indirectly impacted, and could in the future materially impact, the Company’s business, revenue, costs, gross margin, results of operations and financial condition.

Item 7, MD&A, 10-K 2026-11-03 ↗

Adverse macroeconomic conditions, including slow growth or recession, high unemployment, inflation, tighter credit, higher interest rates, and currency fluctuations, can adversely impact consumer confidence and spending and materially adversely affect demand for the Company’s products and services. In addition …

Item 1A, Risk Factors, 10-K 2026-11-03 ↗

FICO FAIR ISAAC CORP

3 paragraphs

… Various factors contribute to the uncertain economic environment, including geopolitical tensions, military conflicts, interest rate levels and volatility, inflation, actual or anticipated recessions, trade policies and tariffs, and political and governmental instability.

Item 1A, Risk Factors, 10-K 2026-11-06 ↗

… The potential for future stress and disruptions, including in connection with geopolitical tensions, military conflicts, trade policies and tariffs, inflationary pressures, and interest rate volatility, presents considerable risks to our businesses and operations. These risks include potential bankruptcies or credit …

Item 1A, Risk Factors, 10-K 2026-11-06 ↗

INTC INTEL CORP

3 paragraphs

▪ consumer confidence, income levels and customer capital spending, which can be impacted by changes in market conditions, including changes in government borrowing or spending, taxation, interest rates, the credit market, current or expected inflation, employment, and energy or other commodity prices;

Item 1A, Risk Factors, 10-K 2026-01-23 ↗

Adverse changes in global or regional economic conditions periodically occur, including as result of recession or slowing growth; changes or uncertainty in fiscal, monetary or trade policy; high interest rates; tighter credit; inflation; lower capital expenditures by businesses, including on …

Item 1A, Risk Factors, 10-K 2026-01-23 ↗

INTU INTUIT INC.

3 paragraphs

… These factors, as well as general economic and political conditions, including the effects of a general slowdown in the global economy, inflationary pressures, pandemics, significant armed conflicts, acts of war and terrorism, and the timing of announcements in the public …

Item 1A, Risk Factors, 10-K 2026-09-09 ↗

… Moreover, adverse macroeconomic conditions, such as inflation and rising interest rates, have impacted and may continue to impact both small and mid-market businesses and consumers, and may increase the likelihood that the borrowers are unable to repay their loans …

Item 1A, Risk Factors, 10-K 2026-09-09 ↗

MSFT MICROSOFT CORP

3 paragraphs

The construction and operation of datacenters also requires significant numbers of skilled technical, engineering, construction, and operational personnel. Labor shortages, competition for talent, wage inflation, labor disputes, immigration restrictions, or shortages of specialized contractors could increase operating and construction costs, extend project timelines, and adversely affect our ability to deploy infrastructure at the pace required to meet demand.

Item 1A, Risk Factors, 10-K 2026-07-29 ↗

… Worsening economic conditions, including inflation, recession, pandemic, or other changes in economic conditions, periods of economic uncertainty, evolution of customer demand, technology investment cycles, interest rates, foreign exchange rates, or the timing and mix of customer spending, may cause lower …

Item 1A, Risk Factors, 10-K 2026-07-29 ↗

PLTR Palantir Technologies Inc.

3 paragraphs

… have experienced historically high levels of inflation. Although inflation levels have decreased from their highest levels in the United States, the EU, and the U.K., the U.S. Federal Reserve, the European Central Bank, and the Bank of England …

Item 1A, Risk Factors, 10-K 2026-02-17 ↗

We do not believe that inflation has had a material effect on our business, results of operations, or financial condition. If our costs were to become subject to significant inflationary pressures, we may not be able to fully offset such higher costs through price increases. Our inability or failure to do so could harm our business, financial condition, or results of operations.

10-K, 10-K 2026-02-17 ↗

SNPS SYNOPSYS INC

3 paragraphs

… and other governments, sustained global inflationary pressures and elevated interest rates, potential economic slowdowns or recessions, supply chain disruptions, geopolitical pressures, and fluctuations in foreign exchange rates, have resulted in increased volatility in global markets. While we have seen continued …

Item 7, MD&A, 10-K 2025-12-22 ↗

… and other governments, sustained global inflationary pressures and elevated interest rates, potential economic slowdowns or recessions, supply chain disruptions, geopolitical pressures and fluctuations in foreign exchange rates. This uncertain macroeconomic environment has resulted in volatility in credit, equity and foreign …

Item 1A, Risk Factors, 10-K 2025-12-22 ↗

STX Seagate Technology Holdings plc

3 paragraphs

… Other factors that could have a material and adverse effect on demand for our products, financial condition and results of operations include inflation, slower growth or recession, conditions in the labor market, access to credit, consumer confidence and other macroeconomic …

Item 1A, Risk Factors, 10-K 2026-08-04 ↗

… Significant inflation and elevated interest rates have negatively affected our business in recent quarters and could continue to negatively affect our business, operating results or financial condition or the markets in which we operate, which, in turn, could adversely affect …

Item 1A, Risk Factors, 10-K 2026-08-04 ↗

TWLO TWILIO INC

3 paragraphs

• general economic conditions, including heightened inflation or interest rates, and geopolitical uncertainty or instability.

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

Global economic and business activities continue to face widespread macroeconomic uncertainties, including market volatility, changes in international economic and trade relations, supply chain disruptions, changes in the labor market, elevated interest rates and potential increases in inflation, foreign currency exchange …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

ZBRA ZEBRA TECHNOLOGIES CORP

3 paragraphs

… Macroeconomic factors, such as rising inflation and interest rates, capital market volatility, etc., could negatively influence our future acquisition opportunities.

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

… increased energy costs, which could increase the cost of manufacturing, selling and delivering our offerings; inflation, which has resulted in increases in the cost of manufacturing, reduced customer purchasing power, increased price pressures, and reduced or cancelled orders; increased risk …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

ADBE ADOBE INC.

2 paragraphs

• inflation and actions taken by central banks to counter inflation, including increasing interest rates;

Item 1A, Risk Factors, 10-K 2026-01-15 ↗

As a corporation with an extensive global footprint, we are subject to risks and exposures from the evolving macroeconomic environment, including the effects of increased global inflationary pressures and interest rates, fluctuations in foreign currency exchange rates, potential economic slowdowns …

Item 7, MD&A, 10-K 2026-01-15 ↗

AVGO Broadcom Inc.

2 paragraphs

… achieve specific policy objectives such as onshoring of semiconductor manufacturing and other unfavorable changes in economic conditions, such as inflation, higher interest rates, tightening of the credit markets, recession or slowing growth, as well as an increase in trade tensions …

Item 1A, Risk Factors, 10-K 2025-12-18 ↗

… The fixed income allocation is primarily directed toward long-term core bond investments, with smaller allocations to Treasury Inflation-Protected Securities and high-yield bonds.

Item 8, Financial Statements, 10-K 2025-12-18 ↗

CIEN CIENA CORP

2 paragraphs

… The current global macroeconomic environment is volatile and can be adversely impacted by exchange rates, interest rates, inflation, public health emergencies, natural disasters and geopolitical trends adversely impacting customer spending, global supply chains, and component costs, any of which could …

Item 1A, Risk Factors, 10-K 2025-12-12 ↗

… Our ability to access capital, and the cost of that capital, can be affected by a range of factors, including market conditions, interest rates, inflation, and ratings agency evaluation of our company. As such, there can be no assurance that …

Item 1A, Risk Factors, 10-K 2025-12-12 ↗

COHR COHERENT CORP.

2 paragraphs

Downturns in regional or worldwide economies, due to inflation, geopolitics, major central bank policy actions including interest rate increases, public health crises, or other factors, have harmed our business in the past and current and future downturns could also adversely …

Item 1A, Risk Factors, 10-K 2026-08-14 ↗

… Increasing demand, supply constraints, inflation, tariffs, trade restrictions, and other market conditions could result in shortages and higher costs. Additionally, difficulties in obtaining labor, skilled sub-contractors and other service providers or other resources could result in delays in completion …

Item 1A, Risk Factors, 10-K 2026-08-14 ↗

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP

2 paragraphs

… Volatile, negative or uncertain economic and geopolitical conditions, including as a result of recession or slowing economic growth, inflation, higher interest rates, tightening of credit markets and changes in trade policy (including trade disputes, the threat or imposition of tariffs …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

… Our revenues are highly dependent on clients located in the United States and Europe, and any adverse economic, geopolitical or legal uncertainties or adverse developments, including due to the uncertainty related to the economic environment and inflation, natural or man …

Item 1A, Risk Factors, 10-K 2026-02-12 ↗

DELL Dell Technologies Inc.

2 paragraphs

• Gross margin: We expect margin growth, while balancing anticipated margin rate pressure resulting from a continuing shift in mix towards our AI-optimized servers offerings. We anticipate notable inflation for component costs in Fiscal 2027 and continue to monitor the rapidly evolving commodity supply environment, leverage the agility and scale of our world-class supply chain, and seek to balance profitability and growth while maintaining disciplined pricing.

Item 7, MD&A, 10-K 2026-03-16 ↗

… Adverse economic conditions may negatively affect customer demand, and could result in postponed or decreased spending amid customer concerns over elevated inflation and interest rates or slowing demand for our products, reduced asset values, volatile energy costs, the availability and …

Item 1A, Risk Factors, 10-K 2026-03-16 ↗

JBL JABIL INC

2 paragraphs

• economies that are emerging or developing or that are subject to greater currency volatility, negative growth, high inflation, limited availability of foreign exchange, and other risks;

Item 1A, Risk Factors, 10-K 2026-10-23 ↗

Strategic and efficient component and materials purchasing is an aspect of our strategy. Inflation rates have increased and may continue to rise. Our suppliers have raised their prices and may continue to raise prices. When prices rise, they impact our …

Item 1A, Risk Factors, 10-K 2026-10-23 ↗

NOW ServiceNow, Inc.

2 paragraphs

Additionally, other macroeconomic events, including interest rates, global inflation and tariffs, have led to economic uncertainty in the global economy. To mitigate risk, our cash and cash equivalents are distributed across several large financial institutions and are not concentrated in …

Item 7, MD&A, 10-K 2026-01-29 ↗

… The success of our activities is affected by general economic and market conditions, including, among others, inflation, interest rates, tax rates, foreign exchange rates, economic downturns, recession, economic uncertainty, political instability, warfare, changes in laws, trade barriers, supply chain disruptions …

Item 1A, Risk Factors, 10-K 2026-01-29 ↗

NXPI NXP Semiconductors N.V.

2 paragraphs

… The costs related to the research and development necessary to develop new technologies and products are significant and subject to increase due to current and expected inflation and any reduction of our research and development budget could harm our competitiveness …

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

… in a timely manner or if there are significant increases in the costs of equipment or materials due to current or expected inflation, trade restrictions or other reasons and we are not able to increase the price of our products.

Item 1A, Risk Factors, 10-K 2026-02-19 ↗

QCOM QUALCOMM INC/DE

2 paragraphs

including employee compensation costs, reduce demand for our products or those of our customers or licensees due to increased prices of those products, or result in employee attrition to the extent our compensation does not keep up with inflation, particularly if our competitors’ compensation does.

Item 1A, Risk Factors, 10-K 2026-11-04 ↗

… Further, inflationary pressure may increase our costs,

Item 1A, Risk Factors, 10-K 2026-11-04 ↗

TRMB TRIMBLE INC.

2 paragraphs

Macroeconomic conditions continue to present significant challenges globally, driven by geopolitical tensions, tariff and trade policies, exchange rate and interest rate volatility, and persistent inflationary pressures. The heightened trade tensions and related imposition of tariffs and export control restrictions between …

Item 7, MD&A, 10-K 2026-02-25 ↗

• general global macroeconomic outlook, including heightened trade tensions and related imposition of tariffs and export control restrictions between the United States and its trading partners, and associated supply chain disruptions, slowing growth, inflationary pressures, and fluctuations in interest rates;

10-K, 10-K 2026-02-25 ↗

IBM INTERNATIONAL BUSINESS MACHINES CORP

1 paragraph

… The company’s results of operations also could be affected by economic and political changes in those countries and by macroeconomic changes, including recessions, inflation, currency fluctuations between the U.S. dollar and non-U.S. currencies, capital controls, and …

Item 1A, Risk Factors, 10-K 2026-02-24 ↗

PTC PTC INC.

1 paragraph

… and threats of additional import tariffs, the effects of earlier and ongoing supply chain disruptions, high interest rates and inflation, volatile foreign exchange rates and the current relative strength of the U.S. Dollar, and the U.S. government’s …

Item 1A, Risk Factors, 10-K 2025-11-21 ↗

VRSN VERISIGN INC/CA

1 paragraph

Factors such as inflation, interest rates, currency fluctuations, trade barriers, tariffs, war, civil unrest, and other political and economic developments and their impact on global economic conditions have in the past and may in the future negatively impact our business …

Item 1A, Risk Factors, 10-K 2026-02-05 ↗

TXN TEXAS INSTRUMENTS INC

0 paragraphs

Not mentioned in the latest 10-K.