{
  "url": "https://struct.news/briefs/scansources-supplier-list-is-a-mile-wide-but-two-vendors-still-show-up-on-the-balance-sheet",
  "title": "ScanSource (SCSC) says it buys from 500 vendors. Its filings show two names still matter.",
  "summary": "ScanSource lists a sprawling supplier roster, then admits Cisco and Zebra together made up more than 10% of FY2025 net sales. Here’s the disclosed web of who supplies, who shows up as a counterparty, and who lent the company new credit.",
  "published_at": "2026-07-31T23:56:51.234494+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": null,
    "ticker": "SCSC",
    "cik": null,
    "sector": null,
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "ScanSource: selected disclosed counterparties",
      "label": "CSCO",
      "value": "CSCO",
      "display": "CSCO",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "ScanSource: selected disclosed counterparties",
      "label": "CMCSA",
      "value": "CMCSA",
      "display": "CMCSA",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "ScanSource: selected disclosed counterparties",
      "label": "FIVN",
      "value": "FIVN",
      "display": "FIVN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    },
    {
      "group": "ScanSource: selected disclosed counterparties",
      "label": "JPM",
      "value": "JPM",
      "display": "JPM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
      }
    }
  ],
  "watch_next": [
    {
      "type": "interest_rates",
      "statement": "Interest expense decreased because Cisco carried a lower average debt balance and paid lower effective commercial-paper rates.",
      "importance": "medium",
      "evidence": "The decrease in interest expense was driven by a lower average balance of debt outstanding and lower effective interest rates on commercial paper.",
      "source_date": "2026-09-02"
    },
    {
      "type": "demand",
      "statement": "Cisco attributed double-digit growth to Service Provider Routing, AI Infrastructure solutions, and several switching and routing lines.",
      "importance": "medium",
      "evidence": "The increase was primarily driven by double digit revenue growth in Service Provider Routing, particularly within our AI Infrastructure solutions, Data Center Switching, Campus Switching, Wireless and Enterprise Routing.",
      "source_date": "2026-09-02"
    },
    {
      "type": "liquidity_financing",
      "statement": "Filing reports repayment at maturity of the company's 2026 Senior Notes in March 2026, with corresponding decreases in interest expense reported.",
      "importance": "high",
      "evidence": "Interest expense decreased $2.1 million during the six months ended June 30, 2026 compared to the same period last year, primarily due to the repayment of our 2026 Senior Notes at maturity in March 2026.",
      "source_date": "2026-07-30"
    },
    {
      "type": "supplier_dependency",
      "statement": "Filing expands the disclosed limited-source component supplier list for memory and chips to include additional named memory suppliers alongside previously disclosed vendors.",
      "importance": "medium",
      "evidence": "Our limited source components for particular appliances and suppliers of those components include specific types of Central Processing Units from Intel Corporation (“Intel”) and Advanced Micro Devices, Inc., network and wireless chips from Broadcom Inc., Marvell Technology Group Ltd., Qualcomm Incorporated and Intel, and memory devices from Intel, Micron Technology, ADATA Technology Co., Ltd., Toshiba Corporation, Samsung Electronics Co., Ltd. and Western Digital Technologies, Inc.",
      "source_date": "2026-07-30"
    }
  ],
  "related_tickers": [
    "CMCSA",
    "CSCO",
    "FIVN",
    "FTNT",
    "INGM",
    "JPM",
    "MSFT",
    "NICE",
    "RNG",
    "SCSC",
    "T",
    "ZBRA"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}