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• Geopolitical disputes, acts of terrorism, cyber attacks and hacktivism disrupting our supply chain;

Item 1A, Risk Factors, 10-K Jun 5, 2026open_in_new

Any disruption to our supply chain could materially harm our business, operating results, financial condition and cash flows.

Item 1A, Risk Factors, 10-K Jun 5, 2026open_in_new

▪ inefficient infrastructure and other disruptions, such as supply chain interruptions, materials shortages or delays and large-scale outages or unreliable provision of services from utilities, transportation, data hosting or telecommunications providers;

Item 1A, Risk Factors, 10-K Jan 23, 2026open_in_new

We have a highly complex global supply chain composed of thousands of suppliers. These suppliers provide direct materials for our production processes; supply tools, equipment and IP (via licenses) for our factories; deliver logistics and packaging services; and supply software …

Item 1A, Risk Factors, 10-K Jan 23, 2026open_in_new

Supply Chain Finance Program - We maintain a Supply Chain Finance Program (the “SCF Program”) that enables eligible suppliers to sell receivables due from us to a third-party financial institution at the suppliers’ sole discretion. The SCF Program does not …

Item 7, MD&A, 10-K Mar 16, 2026open_in_new

• 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, 2026open_in_new

• Natural disasters, climate-related events, public health crises, acts of terrorism or war, and other catastrophic events, could disrupt our operations, customer operations or global supply chains for lengthy periods of time;

Item 1A, Risk Factors, 10-K Aug 6, 2026open_in_new

Disruption of our manufacturing facilities, other operations, suppliers, or customers due to climate change, natural disasters, public health crises, terrorism, acts of war or other catastrophic events could result in order cancellations, delivery delays, supply chain disruption or loss of customers and could seriously harm our business.

Item 1A, Risk Factors, 10-K Aug 6, 2026open_in_new

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, 2026open_in_new

While currently our supply chain is mainly concentrated in Asia, we are expanding into the U.S. and Latin America. These moves are expected to strengthen our supply chain, add resiliency and redundancy, and meet the growing demand for AI infrastructure. Our ability to increase manufacturing capabilities will depend on the local region's manufacturing ecosystem's capacity to ramp production supply to the required volume and on a timely basis.

Item 7, MD&A, 10-K Feb 25, 2026open_in_new

• disruption in our supply chains, shipping logistics, component availability and related procurement costs;

Item 1A, Risk Factors, 10-K Mar 25, 2026open_in_new

• inventory stocking requirements to mitigate supply chain constraints, accommodate unforeseen demand or support new product introductions; and

Item 1A, Risk Factors, 10-K Mar 25, 2026open_in_new

In addition, our business is subject to the following specific supply chain related risks:

Item 1A, Risk Factors, 10-K Dec 10, 2025open_in_new

We are heavily dependent on third-party suppliers and supply chain issues have adversely affected, and could adversely affect in the future, our financial results.

Item 1A, Risk Factors, 10-K Dec 10, 2025open_in_new

• availability of raw materials including rare earth minerals, supplies and equipment due to supply chain constraints, disruptions in transportation systems, trade restrictions, or other factors;

Item 1A, Risk Factors, 10-K May 21, 2026open_in_new

In recent years, there has been an increased focus on corporate responsibility matters, including greenhouse gas emissions and climate-related risks, renewable energy, water stewardship, waste management, data privacy, cybersecurity, trade controls, responsible sourcing and supply chain, use of products for illegal or unethical purposes, human rights, and

Item 1A, Risk Factors, 10-K May 21, 2026open_in_new

Our products are incorporated into complex devices and systems, which creates supply chain cross-dependencies. Due to cross dependencies, supply chain disruptions have in the past and may in the future negatively impact the demand for our products. We have …

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

… These components, supplies and commodities have from time to time become restricted, or general market factors and conditions have in the past and may in the future affect pricing of such components, supplies and commodities (such as inflation or supply …

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

Our growth and ability to meet customer demand depends in part on our ability to adequately plan and ensure appropriate supply chain capacity and inventory levels. We have experienced supply chain capacity shortages that have affected our operations and financial …

Item 1A, Risk Factors, 10-K Dec 12, 2025open_in_new

Our failure to effectively align our supply chain capacity and inventory levels with customer demand can adversely impact our results of operations and customer relationships.

Item 1A, Risk Factors, 10-K Dec 12, 2025open_in_new

… Many customer programs require us to remove a supplier within a prescribed period if such supplier ceases to comply with prescribed criteria, and our supply chain may at any time contain suppliers at risk of being removed due to non …

Item 1A, Risk Factors, 10-K Oct 9, 2026open_in_new

Political, economic, or other actions may adversely affect our operations in Taiwan. A majority of our DRAM production output in 2026 was from our fabrication facilities in Taiwan, and any loss of output could have a material adverse effect on us. Any political, economic, or other actions may also adversely affect our customers and the technology industry supply chain, for which Taiwan is a central hub, and as a result, could have a material adverse impact on us.

Item 1A, Risk Factors, 10-K Oct 9, 2026open_in_new

• the complexity of managing multiple businesses with variations in production planning, execution, supply chain management and logistics;

Item 1A, Risk Factors, 10-K Dec 12, 2025open_in_new

Supply chain disruptions, manufacturing interruptions or delays, or the failure to accurately forecast customer demand, could affect our ability to meet customer demand, lead to higher costs, or result in excess or obsolete inventory.

Item 1A, Risk Factors, 10-K Dec 12, 2025open_in_new

- disruption to Corning’s, our suppliers’ and manufacturers’ supply chain, equipment, facilities, IT systems or operations;

Item 7, MD&A, 10-K Feb 12, 2026open_in_new

• Implementation of emerging technologies, such as artificial intelligence and machine learning, as part of the manufacturing process by us or members of our supply chain; and

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

We are one of the leading providers of engineering, supply chain, and manufacturing solutions. We deliver comprehensive design, production, and product management services to companies across a diverse range of industries and end markets. Our capabilities span the entire product …

Item 7, MD&A, 10-K Oct 23, 2026open_in_new

Although the impact of the Russia/Ukraine conflict on our supply chain has not been significant, some sub-tier suppliers providing raw materials such as palladium, neon gas, and high-grade aluminum are partially dependent on supply from the regions …

Item 1A, Risk Factors, 10-K Oct 23, 2026open_in_new

• supply chain costs, energy costs or other costs to develop, produce or distribute our products and services result in greater costs than anticipated;

Item 1A, Risk Factors, 10-K Jun 22, 2026open_in_new

• integration difficulties, including aligning acquired compliance programs, technologies, products, services, supply chain operations, environmental practices or infrastructure with our existing lines of business;

Item 1A, Risk Factors, 10-K Jun 22, 2026open_in_new

• fluctuating pricing and availability of raw materials and supply chain disruptions;

Item 1A, Risk Factors, 10-K Feb 26, 2026open_in_new

For a discussion of the risks associated with supply chain, manufacturing capacity and customer inventories, see “Supply chain and operational disruptions and volatility in energy and raw material costs could adversely impact our sales and earnings and impact access to sources of liquidity” and “Our reliance on certain key customers, contract manufacturers and suppliers could adversely affect our overall sales and profitability” in Part I, Item 1A. Risk Factors.

Item 7, MD&A, 10-K Feb 26, 2026open_in_new

• disruptions in our supply chain, including increased costs or adverse changes in availability of supplies of raw materials or components;

Item 1A, Risk Factors, 10-K Aug 4, 2026open_in_new

• the ability of our customers to procure necessary components which may impact their demand or timing of their demand for our products, especially during a period of persistent supply chain shortages;

Item 1A, Risk Factors, 10-K Aug 4, 2026open_in_new

• We may fail to maintain the efficiency of our supply chain as we respond to changes in customer demand.

Item 1A, Risk Factors, 10-K Feb 4, 2026open_in_new

We outsource to third parties certain supply-chain logistics functions, including portions of our product distribution, transportation management and information technology support services.

Item 1A, Risk Factors, 10-K Feb 4, 2026open_in_new

Timing of revenue recognition depends on a number of factors, including customer requirements, resource availability, supply-chain conditions, manufacturing capacity, delivery schedules, and other operational considerations.

Item 7, MD&A, 10-K Aug 7, 2026open_in_new

Disruptions to Our Supply Chain and Outsource Providers Could Impact Our Ability to Meet Demand, Increase Our Costs, and Adversely Impact Our Revenue and Results of Operations

Item 1A, Risk Factors, 10-K Aug 7, 2026open_in_new

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, 2026open_in_new

Cost of product revenue increased for fiscal 2026 compared to fiscal 2025 primarily due to increased demand for our hardware products, higher amortization of intangible assets as a result of our CyberArk acquisition, and higher costs primarily driven by supply chain challenges, partially offset by a decrease in inventory excess and obsolete charges.

Item 7, MD&A, 10-K Sep 10, 2026open_in_new

Our operations are dependent upon a supply chain of difficult-to-make or difficult-to-refine products and materials, including integrated circuits, mechanical housings and optical components, and some of our product inflow is subject to yield reductions from growth …

Item 1A, Risk Factors, 10-K Aug 14, 2026open_in_new

… Our global supply chain and internal production capabilities for many critical components provides flexibility in sourcing and manufacturing, which helps support costumer demand and business continuity. However, sustained disruption in global trade conditions could increase costs, disrupt operations, reduce demand …

Item 7, MD&A, 10-K Aug 14, 2026open_in_new

Inventory Supply Chain The following table summarizes our inventories and balances with contract manufacturers and suppliers (in millions):

Item 7, MD&A, 10-K Sep 2, 2026open_in_new

We believe future supply chain challenges may include: rapid growth in new markets in which we participate, which may make it difficult to quickly obtain significant component capacity; dependency on unfamiliar supply chains or relatively small supply partners for the companies and new technologies we acquire; and competition for certain components that are supply-constrained from existing competitors and companies in other markets.

Item 1A, Risk Factors, 10-K Sep 2, 2026open_in_new

• geopolitical tension and disputes, as well as resulting adverse changes in government policies, especially those affecting global trade and investment, including trade protection and national security policies or placing companies on restricted entity lists. Sustained geopolitical tensions, such as the current geopolitical tensions involving China and Taiwan, could lead to long-term changes in global trade and technology supply chains and decoupling of global trade networks;

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

• social and political instability in a number of countries around the world, including continued hostilities in the Middle East and the armed conflict in Ukraine. The instability and any resulting sanctions, export controls or other penalties, may have a negative effect on our business, financial condition and operations via our customers and global supply chain and volatility in energy prices and the financial markets or negatively impact demand for our products;

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

Macroeconomic factors, including inflation, interest rate changes, capital market volatility, global supply chain constraints, tariffs, and global economic and geopolitical developments, have had and may continue to have direct and indirect impacts on our business and results of operations, particularly …

Item 7, MD&A, 10-K Aug 31, 2026open_in_new

If Ablecom or Compuware are acquired or sold, new ownership could reassess the business and strategy of Ablecom or Compuware, which may disrupt our supply chain or alter the terms and conditions of our agreements. Such changes could negatively impact our operations or increase our costs, thereby adversely affecting our margins and the results of operations.

Item 1A, Risk Factors, 10-K Aug 31, 2026open_in_new

A military conflict between China and Taiwan would likely have a material adverse impact on our ability to sell products to customers in these areas and on our supply chain. Ongoing instability in the Middle East and the conflict between Russia and Ukraine could result in supply chain and other business disruptions.

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

• pre-existing vulnerabilities, including cybersecurity vulnerabilities, undetected malware and access management issues at the acquired business and its supply chain;

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

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, 2026open_in_new

global risks of political, economic, and military instability, including the continuing military conflicts in certain parts of the world and any resulting supply chain or other disruptions, and volatile and uncertain economic conditions and the evolving regulatory system in China;

Item 7, MD&A, 10-K Nov 9, 2026open_in_new

We have experienced disruption in our supply chain and related events, and are subject to ongoing supply chain risks

Item 1A, Risk Factors, 10-K Feb 25, 2026open_in_new

• third-party interference in the integrity of the products sourced through the supply chain;

Item 1A, Risk Factors, 10-K Feb 25, 2026open_in_new

… In addition, natural disasters could affect our supply chain, manufacturing vendors, or logistics providers’ ability to provide materials and perform services such as manufacturing products or assisting with shipments on a timely basis. In the event our or our service …

Item 1A, Risk Factors, 10-K Nov 25, 2025open_in_new

… In addition, factors such as sales price, product and services mix, inventory obsolescence, returns, component price increases, warranty costs, and global supply chain constraints could significantly impact our gross margins.

Item 7, MD&A, 10-K Nov 25, 2025open_in_new

Following the introduction of a product, our sales cycle generally takes a number of quarters after we receive an initial customer order for a new product to ramp up. Typical supply chain lead times for orders are generally 16 to 26 weeks. These factors, combined with the fact that our customers can cancel or reschedule orders without incurring a significant penalty, make the forecasting of our orders, revenue and expenses difficult.

Item 7, MD&A, 10-K Feb 27, 2026open_in_new

… and other regions where we conduct business have been and may continue to be affected by conflicts that could, among other things, disrupt our supply chain, and impact customer demands and component prices. For example, the U.S. and other …

Item 1A, Risk Factors, 10-K Feb 27, 2026open_in_new

In addition to infrastructure, other products such as XBOX consoles, Surface devices, and other hardware are similarly subject to supply chain challenges and disruptions, resulting in shortages which could adversely affect our business, operations, financial condition, and results of operations.

Item 1A, Risk Factors, 10-K Jul 29, 2026open_in_new

Further, global, regional, and local economic developments and changes in global trade policies such as restrictions on international trade, including tariffs and other controls on imports or exports, could result in increased supply chain challenges, cost volatility, and consumer and economic uncertainty which may adversely affect our results of operations.

Item 7, MD&A, 10-K Jul 29, 2026open_in_new

… If demand for our products or services increases from our current expectations or if, as we have experienced in the past, suppliers are unable to meet our demand for other reasons, including as a result of supply chain constraints; natural …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

… We continue to monitor the impact of the current trade environment, including tariffs implemented under the International Emergency Economic Powers Act (IEEPA), for the impacts of policy volatility, pending judicial outcomes, and evolving geopolitical events that may impact our supply …

Item 7, MD&A, 10-K Feb 12, 2026open_in_new

• financial volatility and disruptions to supply chain resulting from public health crises.

Item 1A, Risk Factors, 10-K Aug 17, 2026open_in_new

• Disruption in our supply chain, other inability to source our supply requirements, or an increase in the costs of materials or components could negatively affect our business.

Item 1A, Risk Factors, 10-K Aug 17, 2026open_in_new

• Dependence on a limited number of contract manufacturers and suppliers of critical materials and components within our supply chain, and potential failure to adjust such manufacturing and supply chain to meet customer demand, may adversely affect our ability to bring products to market and our results of operations.

Item 1A, Risk Factors, 10-K Dec 18, 2025open_in_new

Failure to adjust our manufacturing and supply chain to meet customer demand could adversely affect our results of operations.

Item 1A, Risk Factors, 10-K Dec 18, 2025open_in_new

Dependence on contract manufacturing and outsourcing other portions of our supply chain may adversely affect our ability to bring solutions to market and damage our reputation. Dependence on outsourced information technology and other administrative functions may impair our ability to operate effectively.

Item 1A, Risk Factors, 10-K Dec 17, 2025open_in_new

… Sales to those customers could be reduced or eliminated as a result of failure to respond to customer needs, reduced customer demand, increased sales to our competitors, inability to manufacture or ship products and solutions, supply chain constraints, government requirements …

Item 1A, Risk Factors, 10-K Dec 17, 2025open_in_new

Our supply chain finance (“SCF”) program provides suppliers with the opportunity to sell their receivables due from us to a global financial institution. A supplier’s election to receive early payment at a discounted amount from the financial institution does not change the amount that we must remit to the financial institution on our payment date, which is generally 90 days from the invoice date. As of December 31, 2025, our outstanding payment

Item 7, MD&A, 10-K Jan 29, 2026open_in_new

… We cannot guarantee that our third-party service providers or our supply chain infrastructure have not been compromised or that they do not contain exploitable defects or bugs that could result in a breach of or disruption to our platform …

Item 1A, Risk Factors, 10-K Jan 29, 2026open_in_new

Social and environmental responsibility regulations, policies and provisions, as well as customer and investor demands, may make our supply chain more complex and may adversely affect our relationships with customers and investors.

Item 1A, Risk Factors, 10-K Feb 9, 2026open_in_new

• changes in demand for our products, competitive pricing pressures, supply chain constraints, effective management of our manufacturing capacity, our ability to achieve further reductions in operating expenses, our ability to make progress on the achievement of our business strategy and …

Item 7, MD&A, 10-K Feb 9, 2026open_in_new

• Disruptions in our business due to difficulties integrating and reorganizing operations, offerings, systems, networks, supply chains, technologies and personnel;

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

Our order backlog may not be a reliable indicator of our future operating results. Our order backlog may be fulfilled several quarters following receipt of a purchase order, either due to customer schedules or delays caused by supply chain constraints, which may negatively impact our ability to convert our order backlog into revenue.

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

The Company has international operations with sales outside the U.S. representing a majority of the Company’s total net sales. In addition, the Company’s global supply chain is large and complex and a majority of the Company’s supplier facilities, including manufacturing and assembly sites, are located outside the U.S.

Item 1A, Risk Factors, 10-K Nov 3, 2026open_in_new

… Global supply chains can be highly concentrated, and an escalation of geopolitical tensions, conflict or instability, particularly in regions where the Company relies on single or limited sources for critical components, such as advanced semiconductors, memory and storage, or that …

Item 1A, Risk Factors, 10-K Nov 3, 2026open_in_new

The interruption of the flow of products from suppliers could disrupt our supply chain.

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

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, 2026open_in_new

• 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, 2025open_in_new

• political, legal and economic changes, crises or instability and civil unrest that may impact markets in which we do business, such as macroeconomic weakness related to trade and political disputes between the United States and Europe or China, tensions across the Taiwan Strait that may adversely affect our operations in Taiwan, our customers and the technology industry supply chain, and the ongoing conflict between Russia and Ukraine and tensions in Israel and the Middle East;

Item 1A, Risk Factors, 10-K Nov 25, 2025open_in_new

… In addition, disruptions in our supply chain have occurred in the past and could occur in the future that prevent us from purchasing needed equipment at attractive prices or at all. For example, we are experiencing continued volatility in certain …

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

… The primary competitive factors in our market are differentiation of technology, global presence, quality of solutions, reliability, long-term product roadmap, data center maintenance and acquisition, supply chain resilience, customer service, technical expertise, security, ease-of-use, breadth of services …

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

• maintain access to sufficient capacity in the supply chain relative to our competitors to meet customer demand;

Item 1A, Risk Factors, 10-K Nov 4, 2026open_in_new

In addition, periodic supply/capacity constraints within the semiconductor industry may further incentivize our customers to vertically integrate in an effort to secure additional control over their supply chains.

Item 1A, Risk Factors, 10-K Nov 4, 2026open_in_new

We are dependent on a limited number of qualified suppliers who provide critical services, materials or components, and a disruption in our supply chain could negatively affect our business.

Item 1A, Risk Factors, 10-K Aug 14, 2026open_in_new

requirements (including encryption and other technology), trade wars, tariffs and complex customs regulations; difficulties in managing international operations, including appropriate internal controls; and fluctuations in financial markets and interruptions to supply chains from public health crises.

Item 1A, Risk Factors, 10-K Aug 14, 2026open_in_new

Our ecosystem partners may at times be impacted by global events, the changing macroeconomic environment and supply chain or service disruptions, as well as rapid increases in demand for their products and services, any of which may impact their ability …

Item 1A, Risk Factors, 10-K Oct 16, 2026open_in_new

Increasing focus on sustainability matters has resulted in, and is expected to continue to result in, the adoption of legal and regulatory requirements related to climate- and weather-related risks, human rights and supply chain-related matters. New laws, regulations …

Item 1A, Risk Factors, 10-K Oct 16, 2026open_in_new

• 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, 2026open_in_new

We rely on a limited number of suppliers for certain components of the equipment we use to operate our cloud platform. Supply chain disruptions could delay our ability to expand or increase the capacity of our global data center network, replace defective equipment in our existing data centers and impact our operating costs.

Item 1A, Risk Factors, 10-K Mar 5, 2026open_in_new

Sales and marketing expenses consist primarily of compensation costs, amortization of contract acquisition costs, including sales commissions, travel expenses and related facilities costs for our sales, marketing, order management and global supply chain management personnel. Sales and marketing expenses also …

Item 7, MD&A, 10-K Jan 15, 2026open_in_new

Our solutions are incorporated into the supply chain of a large number of companies worldwide and, as a result, if our solutions experience a compromise, a large portion or, in some instances, all of our customers and their data for …

Item 1A, Risk Factors, 10-K Jan 15, 2026open_in_new

The availability and prices of raw materials, parts, and components are subject to curtailment or change due to, among other things, suppliers’ allocations to other purchasers, interruptions in production by suppliers, supply chain delays and disruptions, component shortages, changes in …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

… Our software development and business operations rely on open-source components, third-party software libraries, and vendor dependencies that could contain undisclosed vulnerabilities, be subject to supply chain attacks, or become unavailable, potentially affecting our products, hosted services, and internal …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

• to obtain sufficient manufacturing capacity within an international supply chain to meet customer demand,

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

• global, regional, and local economic and political conditions, including social, economic, political, and supply chain instability related to the uncertainty regarding the relationships involving the United States, China, Taiwan, Russia, Mexico, Israel, Iran, other Middle Eastern countries, Japan, Singapore, India …

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

Our business operations and supply chain are global and may be disrupted by the implementation of tariffs. In recent years, the United States has imposed significant tariffs on goods from some of our trading partners, and more significant tariffs continue to be threatened in light of rapidly evolving geopolitical tensions.

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

The global supply shortage of electrical components, including semiconductor chips, impacted our supply chain in 2023. As a result, we experienced and may experience in the future, increases in our lead times and costs for certain components for certain products …

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

… These events could cause some of the Company’s operations to suffer from supply chain disruptions and potential delays in fulfilling customer orders or order cancellations altogether, lost business and sales, increased costs and compliance burdens, energy and water scarcity …

Item 1A, Risk Factors, 10-K Feb 11, 2026open_in_new

… From time to time, the Company has encountered, and in the future may encounter, difficulties in obtaining certain raw materials or components necessary for production at reasonable costs due to supply chain constraints and logistical challenges, which may include regulatory …

Item 7, MD&A, 10-K Feb 11, 2026open_in_new

… Attacks or other threats to our supply chain for such software and materials may impair our ability to verify the origin of such software and materials, and could result in our distribution of software or other materials that may cause …

Item 1A, Risk Factors, 10-K Nov 6, 2026open_in_new

… earthquakes, other extreme weather events or natural disasters, pandemics, war, terrorist acts or civil unrest, power losses, equipment failures, supply chain disruptions, computer viruses, denial-of-service or other cybersecurity attacks, employee or insider malfeasance, human error, and other events …

Item 1A, Risk Factors, 10-K Nov 6, 2026open_in_new

• Our ability to manage an efficient supply chain to ensure hardware product availability;

Item 1A, Risk Factors, 10-K Dec 22, 2025open_in_new

• Potential impacts on our supply chain, including the factors creating an uncertain macroeconomic environment as discussed above.

Item 1A, Risk Factors, 10-K Dec 22, 2025open_in_new

(a) A strong foundation of manufacturing and technology that provides lower costs and greater control of our supply chain.

Item 7, MD&A, 10-K Feb 6, 2026open_in_new

… Geopolitical tensions are disrupting and reshaping global supply chains, and suppliers of these items have and might continue to extend lead times, limit supply or increase prices due to factors beyond our control. Further, certain key materials used in semiconductor …

Item 1A, Risk Factors, 10-K Feb 6, 2026open_in_new

… In the past several years, supply chain attacks have increased in frequency and severity. As we are both a provider and consumer of information systems and technology, we are at higher risk of being impacted either directly or indirectly by …

Item 1A, Risk Factors, 10-K Mar 6, 2026open_in_new

… Addressing security issues associated with acquisitions, partnerships, incorporated technologies, and our supply chain requires significant resources, and we have inherited and may in the future inherit additional risks upon integration with or use by Workday. In addition, if a high …

Item 1A, Risk Factors, 10-K Mar 6, 2026open_in_new

… However, material scarcity, supply chain disruption and resulting inflationary pressures, higher interest rates, a global labor shortage, ongoing geopolitical conflicts, economic and regulatory uncertainty, the potential for global trade wars, and foreign exchange rate fluctuations, may impact our outlook. We …

Item 7, MD&A, 10-K Mar 3, 2026open_in_new

still uncertain and will continue to depend on developments such as the impact of these challenges on our customers, vendors, distributors, and resellers, such as the supply chain disruption and resulting inflationary pressures and global labor shortage that we have …

Item 1A, Risk Factors, 10-K Mar 3, 2026open_in_new

… from such developments or that may not otherwise be known to or anticipated by us, could significantly disrupt our supply chain, our clients' operations and our ability to deliver services. Such events could significantly increase our costs and expenses and …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

… In response to this demand, our focus areas include AI and analytics, data modernization, customer experience design, supporting clients as they launch new products and services, transforming client interactions with customers, telecom network monetization, media supply chain transformation and applications …

10-K, 10-K Feb 12, 2026open_in_new

… sophisticated threats, from nation-state actors or affiliated actors, including attacks that could materially disrupt our systems and operations, supply chain, and ability to produce, sell, and distribute our products and services. While we have security measures in place to …

Item 1A, Risk Factors, 10-K Feb 17, 2026open_in_new

… Cybersecurity threats can employ a wide variety of methods and techniques, may include the use of social engineering techniques or supply-chain attacks, are constantly evolving, and have become increasingly complex and sophisticated, all of which increase the difficulty of …

Item 1A, Risk Factors, 10-K Feb 17, 2026open_in_new

• efforts by hackers or sophisticated groups, such as criminal organizations, state-sponsored organizations or nation-states, to launch coordinated cyberattacks on internally built infrastructure or on third-party cloud-computing platform providers, including malicious code, ransomware, destructive malware, supply chain attacks and distributed denial-of-service attacks;

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

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, 2026open_in_new

• efforts by threat actors, including criminal organizations, state-sponsored actors and nation-states, to launch coordinated cyberattacks or supply chain attacks on our infrastructure or that of our third-party vendors, including through ransomware, destructive malware, distributed denial-of-service attacks or exploitation of previously unknown “zero-day” vulnerabilities;

Item 1A, Risk Factors, 10-K Mar 2, 2026open_in_new

… We do not control the operation of any of these facilities, and they may be vulnerable to damage or interruption from events outside of our control, such as natural disasters or supply chain disruptions. Despite precautions taken at these facilities …

Item 1A, Risk Factors, 10-K Mar 2, 2026open_in_new

There is inherent risk, based on the complex relationships between certain countries and within regions, that political, diplomatic or military events could result in trade disruptions and other disruptions in the markets and industries we serve and our supply chain …

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

… Such delays and disruptions may be due to a variety of factors, including bankruptcy, shutdown or upstream supply chain issues, and may prevent us from delivering completed hardware products to customers or from supplying new evaluation units to customers, which …

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

… around the security of critical infrastructure, connected devices, customer industries (e.g., financial services) and various customer and government supply chain security programs. As the reliance on data grows for the company and our clients, the potential impact of regulations …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

… natural disasters, climate change impacts, or uncertain political climates, international hostilities, or any terrorist activities, could adversely affect customer demand, the company’s operations and supply chain, and its ability to source and deliver products and services to its customers.

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

… Any violation of laws or implementation of practices regarded as unethical could result in supply chain disruptions, canceled orders, terminations of or damage to key relationships, and damage to our reputation.

Item 1A, Risk Factors, 10-K Sep 9, 2026open_in_new

… In addition, malicious actors may attempt to use the information technology supply chain to compromise our systems by, for example, introducing malware through software updates. We cannot guarantee that third parties and infrastructure in our information technology supply chain have …

Item 1A, Risk Factors, 10-K Sep 9, 2026open_in_new

… Whether it is a digital transformation, cybersecurity risk mitigation, supply chain disruptions, large-scale regulatory changes, or other unique challenges, business leaders today are facing significant disruptive changes. We believe that enterprises cannot be operationally effective unless they incorporate the …

10-K, 10-K Feb 12, 2026open_in_new

… Within the Insights segment, Global Technology Sales (“GTS”) sells products and services to users and providers of technology, while Global Business Sales (“GBS”) sells products and services to all other functional leaders, such as human resources, supply chain, finance, and …

10-K, 10-K Feb 12, 2026open_in_new

… Manufacturers worldwide continue to face uncertainty about the global macroeconomic environment due to, among other factors, the effects of recently imposed import tariffs and threats of additional import tariffs, the effects of earlier and ongoing supply chain disruptions, high interest …

Item 1A, Risk Factors, 10-K Nov 21, 2025open_in_new

Our Arena® Software as a Service (SaaS) PLM solution enables product teams to collaborate virtually anytime and anywhere, making it easier to share the latest product and quality information with internal teams and supply chain partners and deliver innovative products to customers faster. Our Arena quality management system software connects quality and product designs into a single system to simplify regulatory compliance.

10-K, 10-K Nov 21, 2025open_in_new

… Similarly, supply chain attacks have increased in frequency and severity, and we cannot guarantee that third parties and infrastructure in our supply chain have not been compromised or that they do not contain exploitable defects or bugs that could result …

Item 1A, Risk Factors, 10-K Feb 18, 2026open_in_new

… Physical retail represent a small portion of our distribution, which minimizes the impact of supply chain disruptions.

10-K, 10-K May 21, 2026open_in_new

… cybersecurity practices of current and prospective service providers for compliance with our requirements, and our procurement functions seek terms and conditions, including by example, audit rights and vulnerability or breach disclosure obligations, to enhance our defenses against supply chain risks.

10-K, 10-K Feb 5, 2026open_in_new

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