```markdown # Risk Change Brief: FY2026 vs FY2025 ## Evidence boundary - Current excerpt supplied: two sentences on supplier concentration and data-center power. - Prior excerpt supplied: one sentence on supplier concentration. - Limits: the pasted excerpts do not state affected suppliers, magnitude, timing, mitigation, or whether either event occurred. ## Change ledger | Topic | Classification | Current support | Prior support | |---|---|---|---| | Supplier concentration | reframed | "may delay deliveries" when a qualified supplier has a capacity disruption | "may increase component costs" under the same condition | | Data-center power constraints | added | "may delay expansion" of hosted service | No power-constraint wording appears in the supplied prior excerpt | ## Supported implications - **Supplier concentration:** The supplied language shifts the named potential consequence from cost pressure to delivery delay. It does not establish that deliveries will be delayed. - **Power constraints:** The current excerpt introduces a potential expansion-delay topic. The supplied comparison does not establish severity or timing. ## Review questions 1. Does the current report identify the suppliers or products exposed to the stated capacity-disruption condition? — `[UNVERIFIED]` 2. Does the current report quantify a delivery-delay window or mitigation plan? — `[UNVERIFIED]` 3. Is there related power-capacity language elsewhere in either report? — `[UNVERIFIED]` ## Summary The supplied current wording reframes the possible consequence of supplier concentration and adds a power-constraint topic. These are disclosure-language changes only; the excerpts do not establish business impact, timing, or likelihood. ```