A supplier that also sells to a company's rivals, or a customer that also buys from them, ties their fortunes together: a supply shortage, a price change or a lost account can hit the whole group at once. This recipe finds those shared links in the filings, then checks each one.
The flow
- List the company's competitors. GetSupplyChain with
side: "competitors"returns the competitors the company's latest read 10-K names and the listed companies whose 10-Ks name it, each labelled with who names whom. A one-sided mention is not an agreed rivalry; keep the label. - Find the shared suppliers and customers. GetSupplyChainOverlap lists each of the company's suppliers and customers that also serves a listed competitor, with those competitors. A competitor whose own 10-K is not read yet is named as unread: a supplier only its own filing would name is unknown there, not absent.
- Compare head to head. Pass
vswith one competitor's symbol to split each side into suppliers or customers both use, those only the company uses, and those only the competitor uses. - Verify each shared link. Both companies' sentences come from their filings. Use SearchDocument and ReadDocumentLines on each filing to confirm what is supplied, whether the relationship is current, and whether the name means the same company (a brand or subsidiary can share a name with an unrelated firm).
- Weigh the exposure. GetSupplyChain gives any revenue share a filing states, in dollars where the same filing reports revenue; GetCustomerConcentration adds concentration disclosures. Treat a link without a stated share as unquantified, not small.
Prompt
Using Equibles, find which of NVIDIA's suppliers and customers also serve its competitors. List each shared supplier or customer with the competitors it also serves, say which competitors' own 10-Ks are not read yet, and then compare NVIDIA with AMD side by side. For each shared link, quote both filings, give their dates, and note any stated revenue share; mark links without a stated share as unquantified.
What you get
A list of the suppliers and customers a company shares with its rivals, each traced to the filings that name it, with the gaps where a competitor's own filing is not read yet kept visible. It shows where one supplier's trouble or one customer's decision reaches several competitors at once.
Use Map customers and suppliers to build the full relationship map, or Discover a company's competitors to widen the peer set beyond the filings.