ScanSource (SCSC) files read like two stories in one: a long list of vendors, and a short list that actually shows up on the P&L.
Start with the roster the company itself points to.
"Suppliers We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, Ingenico, Lumen, Microsoft, NiCE…"
ScanSource / Form 10-K / 2025-08-21
ScanSource discloses a roughly 500-strong supply base and lists a string of household vendor names: AT&T (T), Cisco (CSCO), Comcast Business (CMCSA), Five9 (FIVN), Fortinet (FTNT), Microsoft (MSFT), NICE (NICE), RingCentral (RNG), and more. That vendor roll-call is the company’s own characterization of its supplier ecosystem.
Then the filing drops the concentration note.
"Products from two suppliers, Cisco and Zebra, constituted more than 10%, of our net sales for the fiscal year ended June 30, 2025."
ScanSource / Form 10-K / 2025-08-21
In plain terms, ScanSource’s long supplier list includes names that are material enough to be highlighted: Cisco (CSCO) and Zebra (ZBRA) together represented over 10% of net sales in FY2025, per the company’s filing.
That mix shows up across the filing as the same set of industry vendors and platform players. The companies ScanSource calls out as suppliers are the same set investors will recognize as product vendors and channel partners: AT&T (T), Comcast Business (CMCSA), Five9 (FIVN), Fortinet (FTNT), Microsoft (MSFT), NICE (NICE), RingCentral (RNG), among others. The filing frames them as its key suppliers while separately disclosing the two-supplier sales concentration.
On the financing side, ScanSource also disclosed a discrete borrowing event tied to a new credit agreement.
"In connection with entering into the New Credit Agreement, on December 18, 2025, the Company terminated and repaid all indebtedness and other obligations outstanding under its Third Amended and Restated Credit Agreement (the \“Prior Credit Agreement\") with..."
ScanSource / Form 8-K / 2026-05-07
The company says it repaid the prior credit facility as part of activating a New Credit Agreement, language that names its prior lending relationship and the transition date.
Finally, ScanSource also gets mentioned by peers. Ingram Micro (INGM) names ScanSource as a competitor in its own filing, putting ScanSource into a disclosed competitive set.
Read straight from the filings, the map is compact: a very large supplier list on paper, and a clear vendor concentration in reality, Cisco (CSCO) and Zebra (ZBRA) are the two names the company quantifies, plus a stated credit-agreement transition tied to its financing bank relationships, and peer filings that list ScanSource as a competitor. Those are the company relationships the filings supply, verbatim.
These are relationships disclosed in SEC filings, mapped by jodie's analytics, and this is not investment advice.
