Executive readout · one minute
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20 customers — 51% of revenue (December 31, 2025)
“As of December 31, 2025, the 20 largest customers in our portfolio represented approximately 51% of the total annualized recurring revenue generated by our properties.”
3 customers — 26% of revenue (December 31, 2025)
“Our top three customers represented approximately 26% of the total annualized recurring revenue generated by our properties as of December 31, 2025.”
Earnings call · FY2019 Q4
Executive readout · one minute
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Research coverage
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How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Feb 13, 2020 · complete as-filed document
SEC periodic report
Filed Mar 2, 2020 · complete as-filed document