Symbotic reports 90.5% revenue from Walmart

A robotics company's heavy dependence on a single major customer can generate substantial revenue and profit, but it creates business risks that both parties manage through contracts. When one customer supplies over 90% of revenue, that customer typically negotiates protective terms including escrow of technical materials, limits on comparable sales to competitors, and rights to embed its own engineers. For robotics startups considering whether to add new customers alongside a dominant anchor account, the key constraint is not necessarily the contract terms but the operational reality: deploying new systems requires significant field personnel, and each new site typically takes about two years from contract signing to go-live, which means growth depends on whether new programs can scale fast enough to offset any eventual decline in the anchor customer's work.