MEDIUMBuilt-inProduct / Revenue mix
Content product category
“10-K Item 1: 'OpenText Content is our largest product category'”
OTEX · Concentration risk · 10-K extracted
Open Text (OTEX) concentration risks
Updated
The most significant concentration Open Text discloses is Content product category, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Open Text’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH0
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partySupplier
third-party cloud infrastructure and platform providers
“10-K Item 1A: 'we depend on third-party cloud infrastructure and platform providers to host and deliver our cloud offerings'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-18OpenText's disclosed concentrations are modest in number and carry no stated percentages. OpenText Content is the company's largest product category, a medium-share structural exposure: it describes where the portfolio's weight sits rather than a risk tied to any counterparty. The filing gives no share figure, so how much of the business it represents cannot be read from these sources. The dependency is on infrastructure. The company depends on third-party cloud infrastructure and platform providers to host and deliver its cloud offerings, a medium-share dependency. The sources name no provider, so the exposure is a general operational one: an outage, pricing change or terms shift at a hosting provider could affect delivery of cloud products regardless of demand. Netting these out, the product concentration is a structural feature that moves with enterprise content-management demand, while the hosting dependency is the idiosyncratic item more likely to produce a sudden shock. Neither source carries a number, so the size bands reflect disclosure language and neither is clearly positioned to dominate the verdict on this evidence alone.
For the engine’s reasoning on OTEX’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Software - Application
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ADSK | Autodesk, Inc. | 1 | 1 | 1 | 3 |
| ADEA | Adeia Inc. | 1 | 0 | 0 | 1 |
| AGYS | Agilysys, Inc. | 0 | 2 | 0 | 2 |
| OTEX● | Open Text Corporation | 0 | 2 | 0 | 2 |
| ADBE | Adobe Inc. | 0 | 0 | 0 | 0 |
| ADP | Automatic Data Processing, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.