Supply Map

Supply Map is a data page on the Companies desk of Glassbox Auditing. Who supplies whom, and which companies depend on a few big customers.

Last updated: 8 Nov 2026.

What is on this page today?

Stablecoin Development Corp: finances bleeding — losing money and burning cash; revenue down 30% on a year before; under a year of cash at this burn (0.6 yrs); stock 99% below its 1-year high (SEC filings, 8 Nov 2026) SDEV
Velo3D, Inc.: finances bleeding — losing money and burning cash; stock 82% below its 1-year high (SEC filings, 7 Nov 2026) VELO
Dauch Corp: finances bleeding — losing money and burning cash; net debt 4.5x operating profit; stock 50% below its 1-year high (SEC filings, 7 Nov 2026) DCH
Noble Corp Plc: finances bleeding — revenue down 13% on a year before; earnings per share down 76%; net debt 4.3x operating profit (SEC filings, 7 Nov 2026) NE
Liveone, Inc.: finances bleeding — losing money and burning cash; revenue down 23% on a year before; under a year of cash at this burn (0.7 yrs); stock 65% below its 1-year high (SEC filings, 7 Nov 2026) LVO
Starz Entertainment Corp /Cn/: finances bleeding — revenue down 35% on a year before; losses (cash flow still positive) (SEC filings, 7 Nov 2026) STRZ
Laird Superfood, Inc.: finances bleeding — losing money and burning cash; stock 56% below its 1-year high (SEC filings, 7 Nov 2026) LSF
Carparts.Com, Inc.: finances bleeding — losing money and burning cash; revenue down 8% (SEC filings, 7 Nov 2026) PRTS
Nextplat Corp: finances bleeding — revenue down 18% on a year before (SEC filings, 7 Nov 2026) NXPL
Emerson Radio Corp: finances bleeding — losing money and burning cash; revenue down 45% on a year before; stock 45% below its 1-year high (SEC filings, 7 Nov 2026) MSN
Applied Optoelectronics: finances bleeding — losing money and burning cash; under a year of cash at this burn (0.7 yrs); stock 78% below its 1-year high (SEC filings, 7 Nov 2026) AAOI
Klarna Group: finances bleeding — losing money and burning cash; stock 64% below its 1-year high (SEC filings, 7 Nov 2026) KLAR
Gemini Space Station: finances bleeding — losing money and burning cash; under a year of cash at this burn (0.6 yrs); stock 85% below its 1-year high (SEC filings, 7 Nov 2026) GEMI
SoFi Technologies: finances bleeding — under a year of cash at this burn (0.7 yrs); stock 50% below its 1-year high (SEC filings, 7 Nov 2026) SOFI
Coinbase: finances bleeding — revenue down 27% on a year before; stock 58% below its 1-year high (SEC filings, 7 Nov 2026) COIN
Coupang: finances bleeding — losing money and burning cash; stock 44% below its 1-year high (SEC filings, 7 Nov 2026) CPNG
Rumble: finances bleeding — losing money and burning cash; stock 52% below its 1-year high (SEC filings, 7 Nov 2026) RUM
Bumble: finances bleeding — revenue down 15% on a year before; losses (cash flow still positive) (SEC filings, 7 Nov 2026) BMBL
Xcel Energy: finances bleeding — under a year of cash at this burn (0.3 yrs); net debt 6.1x operating profit (SEC filings, 7 Nov 2026) XEL
Edison International: finances bleeding — under a year of cash at this burn (0.3 yrs); net debt 4.3x operating profit (SEC filings, 7 Nov 2026) EIX

Where does the data come from?

Items on this page come from SEC filings; SEC filings (annual reports, XBRL statements); SEC filings (10-K and 20-F customer disclosures). Each item links to its own source. All sources, how items are checked.

What does this page lead to?

AI Supply Chain (AI): Chipmakers and server builders name the cloud companies among their largest customers; when those customers raise or cut spending, it runs down the chain layer by layer. (moves the same way; quarters; sector scale) Source: SEC EDGAR filings (10-Q/10-K text).
Report Reactions (Calendar): A supplier with one customer at 10% or more of revenue tends to move on that customer's results and guidance, not only its own. (moves the same way; report day; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
Trade Exposure (Companies): A company relying on overseas suppliers carries their country's duties in its costs, so supply from high-tariff countries raises its trade exposure. (moves the same way; quarters; company scale) Source: UN Comtrade (U.S. Census trade data).
Business Activity (Macro): Orders passed from big customers to their suppliers add up to the durable-goods orders and inventories in the Census reports. (moves the same way; months; economy scale) Source: U.S. Census Bureau Economic Indicators (retail, durable goods, construction, housing, business formation, inventories, trade).
Auto & Energy (Companies): Carmakers' battery, chip and parts suppliers are mapped here; a production cut at one automaker reaches its suppliers' orders in the same quarter. (moves the same way; quarters; sector scale) Source: SEC EDGAR filings (10-Q/10-K text).

What feeds this page?

Company Reports (Calendar): A large customer's results and spending plans tend to move its suppliers' shares on the day it reports, before the suppliers report themselves. (moves the same way; same day; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
Company Research (Companies): The customers a company names in its 10-K for 10% or more of revenue are edges on the Supply Map; losing or gaining one changes both pages. (either way, depending on the cause; quarters; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
Trade Exposure (Companies): Companies that depend on imports tend to move suppliers to lower-tariff countries over several quarters, which redraws who supplies whom. (either way, depending on the cause; quarters; company scale) Source: UN Comtrade (U.S. Census trade data).
Disasters (Global Intelligence): Earthquakes and floods near parts or chemical plants have halted supply to their customers, as the 2011 Japan earthquake and Thailand floods did for automakers and hard-drive makers. (moves the other way; weeks; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
All Sources (Global Intelligence): Where the stress tally is high in a supplier's country, the companies that depend on its factories or ports, as Supply Map lists them, face delays or higher costs. (either way, depending on the cause; weeks; company scale) Source: SEC EDGAR filings (10-Q/10-K text).
Tariffs & Government (Macro): Duties that differ by country push importers to move suppliers to lower-duty countries, which changes who supplies whom over a few years. (either way, depending on the cause; 1-3 years; company scale) Source: U.S. Census international trade (duties by product & country).
Business Activity (Macro): When inventories pile up against sales, retailers and distributors cut orders to their suppliers, which reaches manufacturers and freight a few months later. (moves the other way; 1-3 months; company scale) Source: U.S. Census Bureau Economic Indicators (retail, durable goods, construction, housing, business formation, inventories, trade).
Federal Contractors (People & Money): Prime contractors pass part of each award to subcontractors and suppliers (USAspending lists the subawards), so a large award reaches the companies upstream of the prime on Supply Map. (moves the same way; quarters; sector scale) Source: USAspending.gov (U.S. Treasury): federal contracts, grants and loans by recipient.
Relationship Graph (People & Money): Annual reports must disclose any customer worth 10% or more of revenue, so trouble at a node with concentrated customers or suppliers reaches the companies linked to it on Supply Map. (moves the same way; quarters; company scale) Source: SEC EDGAR filings (10-Q/10-K text).

Supply Map

What is on this page today?

Where does the data come from?

What does this page lead to?

What feeds this page?

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