75companies in Technology
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Compare companies, side by side

The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.

Group median · 75 companies
Sales growth
+14%
Gross margin
57%
Operating margin
23%
Net margin
19%
Where each stands

The 3 largest, ranked among the group

Each corner is the share of Technology companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.

AAPL Apple Inc.
Revenue $478.8B, last twelve months
Year by year
Revenue growth: 15.1%, above 53% of 74 peers (their median 14.0%) REVENUE GROWTH 15.1% · above 53% Gross margin: 48.8%, above 30% of 67 peers (their median 58.0%) GROSS MARGIN 48.8% · above 30% Operating margin: 33.0%, above 74% of 70 peers (their median 22.2%) OPERATING MARGIN 33.0% · above 74% Net margin: 27.6%, above 69% of 74 peers (their median 18.9%) NET MARGIN 27.6% · above 69% FCF margin: 28.4%, above 60% of 70 peers (their median 22.3%) FCF MARGIN 28.4% · above 60% Return on capital: 68.3%, above 100% of 61 peers (their median 12.6%) RETURN ON CAPITAL 68.3% · above 100%
Sales growth
+15%
Operating margin
33%
FCF margin
28%

3 paragraphs of its Risk Factors mention Inflation, against 3 the year before.

MSFT Microsoft
Revenue $346.4B, last twelve months
Year by year
Revenue growth: 17.8%, above 62% of 74 peers (their median 14.0%) REVENUE GROWTH 17.8% · above 62% Gross margin: 67.7%, above 64% of 67 peers (their median 56.4%) GROSS MARGIN 67.7% · above 64% Operating margin: 47.1%, above 91% of 70 peers (their median 22.2%) OPERATING MARGIN 47.1% · above 91% Net margin: 41.2%, above 89% of 74 peers (their median 18.9%) NET MARGIN 41.2% · above 89% FCF margin: 17.3%, above 34% of 70 peers (their median 23.7%) FCF MARGIN 17.3% · above 34% Return on capital: 24.7%, above 80% of 61 peers (their median 12.6%) RETURN ON CAPITAL 24.7% · above 80%
Sales growth
+18%
Operating margin
47%
FCF margin
17%

3 paragraphs of its Risk Factors mention Inflation, against 2 the year before.

NVDA Nvidia
Revenue $303.0B, last twelve months
Year by year
Revenue growth: 65.5%, above 95% of 74 peers (their median 14.0%) REVENUE GROWTH 65.5% · above 95% Gross margin: 74.7%, above 79% of 67 peers (their median 56.4%) GROSS MARGIN 74.7% · above 79% Operating margin: 65.2%, above 96% of 70 peers (their median 22.2%) OPERATING MARGIN 65.2% · above 96% Net margin: 63.7%, above 96% of 74 peers (their median 18.9%) NET MARGIN 63.7% · above 96% FCF margin: 41.9%, above 89% of 70 peers (their median 22.3%) FCF MARGIN 41.9% · above 89% Return on capital: 42.2%, above 92% of 61 peers (their median 12.6%) RETURN ON CAPITAL 42.2% · above 92%
Sales growth
+65%
Operating margin
65%
FCF margin
42%

5 paragraphs of its Risk Factors mention Inflation, against 5 the year before.

From the filings

Technology: the same facts for each company

Showing 12 of 75, largest revenue first
Company Revenue, 12 months Sales growth Gross / operating margin Net margin Debt / equity Accounting items Insider buys Investors Open
AAPL Apple Inc.
$478.8B
+15%
GM 49%OM 33%
28% 0.71 1 of 6to read 0 0 10-K
MSFT Microsoft
$346.4B
+18%
GM 68%OM 47%
41% 0.08 1 of 6to read 0 0 10-K
NVDA Nvidia
$303.0B
+65%
GM 75%OM 65%
64% 0.15 2 of 6to read 0 0 10-K
DELL Dell Technologies
$151.2B
+19%
GM 20%OM 9.4%
7.5% - 3 of 6to read 0 0 10-K
MU Micron Technology
$133.2B
+256%
GM 81%OM 75%
64% 0.02 2 of 6to read 0 0 10-K
AVGO Broadcom
$89.1B
+24%
GM 69%OM 48%
43% 0.60 2 of 6to read 0 0 10-K
ACN Accenture
$74.2B
+6.5%
GM 32%OM 15%
11% 0.32 0 of 5to read 3 0 10-K
ORCL Oracle Corporation
$71.8B
+17%
GM -OM 32%
26% 1.88 0 of 5to read 1 0 10-K
IBM IBM
$69.9B
+7.6%
GM 58%OM -
16% 1.99 1 of 5to read 0 0 10-K
CSCO Cisco
$63.3B
+12%
GM 65%OM 24%
21% 0.59 1 of 6to read 0 0 10-K
INTC Intel
$59.9B
-0.5%
GM 40%OM 2.9%
-20% 0.44 1 of 6to read 1 0 10-K
HPQ HP Inc.
$59.2B
+3.2%
GM 20%OM 5.4%
4.1% - 0 of 6to read 0 0 10-K
Sales growth is the last fiscal year against the one before; margins are over the last twelve months. Where each comes from

How to read this page

  • A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
  • A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
  • A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
  • A bar is paragraphs that mention the topic this year, and the mark on it is last year.

Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.

By topic · 10-K Item 1A

Inflation: paragraphs that mention it

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
All 99 companies
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 SWKS 5 vs 4 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 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 ACIW 0 vs 0 AEIS 0 vs 0 AGYS 0 vs 0 ALAB 0 vs 0 ALGM 0 vs 0 ALKT 0 vs 0 ALRM 0 vs 0 AMBA 0 vs 0 AMKR 0 vs 0 APLD 0 vs 0 APPF 0 vs 0 AUR 0 vs 0 AVPT 0 vs 0 AVTR 0 vs 0 BB 0 vs 0 BBAI 0 vs 0 BILL 0 vs 0 BL 0 vs 0 BLKB 0 vs 0 BMI 0 vs 0 BOX 0 vs 0 BRKR 0 vs 0 BRZE 0 vs 0 BSY 0 vs 0 TXN 0 vs 0

Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 134 companies have no 10-K downloaded yet.

In their words

What the companies wrote

The paragraphs as filed, each linked to its filing on sec.gov

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 Feb 25, 2026

• 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 Feb 25, 2026

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 Dec 18, 2025

• 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 Dec 18, 2025

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 Feb 24, 2026

… 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 Feb 24, 2026

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 Feb 17, 2026

• 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 Feb 17, 2026

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 Aug 7, 2026

• 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 Aug 7, 2026
Show all 99 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 Aug 6, 2026

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 Aug 6, 2026

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 May 20, 2026

• 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 May 20, 2026

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 Dec 10, 2025

… 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 Dec 10, 2025

MRVL Marvell Technology, Inc.

10 paragraphs

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

Item 1A, Risk Factors, 10-K Mar 11, 2026

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 Mar 11, 2026

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 Oct 9, 2026

… 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 Oct 9, 2026

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 Nov 9, 2026

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 Nov 9, 2026

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 Feb 19, 2026

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 Feb 19, 2026

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 Feb 20, 2026

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 Feb 20, 2026

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 Feb 12, 2026

• 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 Feb 12, 2026

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 May 21, 2026

• 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 May 21, 2026

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 Nov 25, 2025

• 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 Nov 25, 2025

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 Mar 3, 2026

… 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 Mar 3, 2026

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 Dec 12, 2025

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 Dec 12, 2025

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 Feb 11, 2026

… 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 Feb 11, 2026

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 Dec 17, 2025

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 Dec 17, 2025

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 Feb 12, 2026

… 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 Feb 12, 2026

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 Jun 5, 2026

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 Jun 5, 2026

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 Jun 22, 2026

• 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 Jun 22, 2026

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 Mar 25, 2026

… 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 Mar 25, 2026

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 Feb 26, 2026

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 Feb 26, 2026

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 Feb 4, 2026

… 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 Feb 4, 2026

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 Mar 2, 2026

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 Mar 2, 2026

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 Feb 12, 2026

… 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 Feb 12, 2026

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 Feb 27, 2026

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 Feb 27, 2026

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 Feb 25, 2026

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 Feb 25, 2026

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 Sep 10, 2026

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 Sep 10, 2026

SWKS SKYWORKS SOLUTIONS, INC.

5 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 Nov 10, 2026

… inflationary pressures and supply constraints, such as the tightening of supply conditions in the memory and silicon markets, have increased and may continue to increase costs for certain materials, components, supplies and services. As a result of cost inflation in …

Item 1A, Risk Factors, 10-K Nov 10, 2026

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 Oct 16, 2026

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 Oct 16, 2026

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 Feb 20, 2026

… 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 Feb 20, 2026

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 Mar 5, 2026

… 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 Mar 5, 2026

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 Sep 2, 2026

… 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 Sep 2, 2026

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 Nov 25, 2025

… 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 Nov 25, 2025

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 Feb 25, 2026

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 Feb 25, 2026

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 Feb 9, 2026

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 Feb 9, 2026

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 Aug 17, 2026

… 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 Aug 17, 2026

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 Feb 20, 2026

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 Feb 20, 2026

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 Feb 18, 2026

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 Feb 18, 2026

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 Mar 6, 2026

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 Mar 6, 2026

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 Aug 14, 2026

… 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 Aug 14, 2026

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 Nov 3, 2026

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 Nov 3, 2026

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 Nov 6, 2026

… 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 Nov 6, 2026

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 Jan 23, 2026

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 Jan 23, 2026

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 Sep 9, 2026

… 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 Sep 9, 2026

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 Jul 29, 2026

… 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 Jul 29, 2026

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 Feb 17, 2026

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 Feb 17, 2026

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 Dec 22, 2025

… 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 Dec 22, 2025

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 Aug 4, 2026

… 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 Aug 4, 2026

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 Feb 24, 2026

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 Feb 24, 2026

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 Feb 12, 2026

… 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 Feb 12, 2026

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 Jan 15, 2026

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 Jan 15, 2026

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 Dec 18, 2025

… 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 Dec 18, 2025

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 Dec 12, 2025

… 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 Dec 12, 2025

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 Aug 14, 2026

… 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 Aug 14, 2026

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 Feb 12, 2026

… 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 Feb 12, 2026

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 Mar 16, 2026

… 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 Mar 16, 2026

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 Oct 23, 2026

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 Oct 23, 2026

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 Jan 29, 2026

… 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 Jan 29, 2026

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 Feb 19, 2026

… 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 Feb 19, 2026

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 Feb 25, 2026

• 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 Feb 25, 2026

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 Feb 24, 2026

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 Nov 21, 2025

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 Feb 5, 2026

ACIW ACI WORLDWIDE, INC.

0 paragraphs

Not mentioned in the latest 10-K.

AEIS ADVANCED ENERGY INDUSTRIES INC

0 paragraphs

Not mentioned in the latest 10-K.

AGYS AGILYSYS INC

0 paragraphs

Not mentioned in the latest 10-K.

ALAB Astera Labs, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

ALGM ALLEGRO MICROSYSTEMS, INC.

0 paragraphs

Not mentioned in the latest 10-K.

ALKT ALKAMI TECHNOLOGY, INC.

0 paragraphs

Not mentioned in the latest 10-K.

ALRM Alarm.com Holdings, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

AMBA AMBARELLA INC

0 paragraphs

Not mentioned in the latest 10-K.

AMKR AMKOR TECHNOLOGY, INC.

0 paragraphs

Not mentioned in the latest 10-K.

APLD Applied Digital Corp.

0 paragraphs

Not mentioned in the latest 10-K.

APPF APPFOLIO INC

0 paragraphs

Not mentioned in the latest 10-K.

AUR Aurora Innovation, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

AVPT AvePoint, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

AVTR Avantor, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BB BLACKBERRY Ltd

0 paragraphs

Not mentioned in the latest 10-K.

BBAI BigBear.ai Holdings, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BILL BILL Holdings, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BL BLACKLINE, INC.

0 paragraphs

Not mentioned in the latest 10-K.

BLKB BLACKBAUD INC

0 paragraphs

Not mentioned in the latest 10-K.

BMI BADGER METER INC

0 paragraphs

Not mentioned in the latest 10-K.

BOX BOX INC

0 paragraphs

Not mentioned in the latest 10-K.

BRKR BRUKER CORP

0 paragraphs

Not mentioned in the latest 10-K.

BRZE Braze, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BSY BENTLEY SYSTEMS INC

0 paragraphs

Not mentioned in the latest 10-K.

TXN TEXAS INSTRUMENTS INC

0 paragraphs

Not mentioned in the latest 10-K.