v3.25.2
Customer Concentration and Revenue Information (Tables)
6 Months Ended
Jul. 26, 2025
Risks and Uncertainties [Abstract]  
Schedule that Represents A Significant Portion of the Company’s Customer Base and Each Over 10% of Total Revenue
Customers whose combined amounts of accounts receivable and contract assets, net, exceeded 10% of total combined accounts receivable and contract assets, net as of July 26, 2025 or January 25, 2025 were as follows (dollars in millions):

July 26, 2025January 25, 2025
Amount% of TotalAmount% of Total
AT&T Inc.$201.0 12.3%$127.7 9.4%
Charter Communications$234.0 14.3%$158.9 11.7%
Lumen Technologies$255.4 15.6%$287.1 21.1%
Our customer base is highly concentrated. Customers whose contract revenues exceeded 10% of total contract revenues during the three and six months ended July 26, 2025 or July 27, 2024, as well as total contract revenues from all other customers combined, were as follows (dollars in millions):
For the Three Months EndedFor the Six Months Ended
July 26, 2025July 27, 2024July 26, 2025July 27, 2024
Amount% of TotalAmount% of TotalAmount% of TotalAmount% of Total
AT&T Inc.$373.0 27.1%$210.2 17.5%$698.1 26.5%$425.7 18.2%
Lumen Technologies155.4 11.3163.7 13.6280.6 10.6320.5 13.7
Total other customers combined849.5 61.6829.268.91,657.9 62.91,599.3 68.1
Total contract revenues$1,377.9 100.0%$1,203.1 100.0%$2,636.6 100.0%$2,345.5 100.0%
Total contract revenues by customer type during the three and six months ended July 26, 2025 and July 27, 2024 were as follows (dollars in millions):
For the Three Months EndedFor the Six Months Ended
July 26, 2025July 27, 2024July 26, 2025July 27, 2024
Amount% of TotalAmount% of TotalAmount% of TotalAmount% of Total
Telecommunications$1,269.1 92.1%$1,086.2 90.3%$2,418.0 91.7%$2,113.0 90.0%
Underground facility locating84.1 6.182.1 6.8166.4 6.3163.1 7.0
Electrical and gas utilities and other24.7 1.834.8 2.952.2 2.069.4 3.0
Total contract revenues$1,377.9 100.0%$1,203.1 100.0%$2,636.6 100.0%$2,345.5 100.0%