Filing Flows › Industries › Technology › Electronic Computers
Electronic Computers SIC 3571
6 companies filing with the SEC under SIC 3571. Median revenue growth +9% year on year in Q3 2026 (middle half -1% to +12%, 5 companies). The growth model expects the industry's combined revenue to grow +29% in Q3 2026. 50 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- INGM → AAPL 21% of the supplier's revenue, $11.0B
- INTC → DELL 19% of the supplier's revenue, $10.0B
- SWKS → AAPL 67% of the supplier's revenue, $2.7B
- Qorvo, Inc. → AAPL 50% of the supplier's revenue, $1.8B
- CRUS → AAPL 91% of the supplier's revenue, $1.8B
- RBLX → AAPL 29% of the supplier's revenue, $1.4B
- WMG → AAPL 20% of the supplier's revenue, $1.3B
- DUOL → AAPL 61% of the supplier's revenue, $633M
- SITM → AAPL 17% of the supplier's revenue, $55.5M
- SCKT → INGM 55% of the supplier's revenue, $8.3M
- SCKT → SCSC 49% of the supplier's revenue, $7.4M
- AAPL → GRND
- AAPL → ILLR
- AAPL → SKYX
- AAPL → ZDGE
- AAPL → MTCH
- AAPL → SNX
- AAPL → SIRI
- AAPL → DUOL
- AAPL → FRSH
- AAPL → PODC
- AAPL → SNAP
- AAPL → ASAN
- AAPL → UBER
- AAPL → TBLA
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +28.8% | $173.6B | $162.5B – $184.7B |
| Q4 2026 | +26.4% | $240.3B | $222.8B – $257.8B |
| Q1 2027 | +23.5% | $204.5B | $189.0B – $220.1B |
| Q2 2027 | +20.8% | $202.7B | $186.9B – $218.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| AAPL Apple | $114.5B | +12% | deceleration |
| DELL Dell Technologies | $47.0B | — | deceleration |
| SMCI Super Micro Computer | $19.9B | +298% | expansion |
| OMCL Omnicell | $308M | -0.9% | mature |
| OSS One Stop Systems | $12.6M | -33% | transition |
| SCKT Socket Mobile | $3.4M | +9% | mature |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.