No, it's a comparison between a company that discloses who its customers are the value of their contracts, and a company which issues PRs of the nature: "Factory A shipped product to a large international customer on the East Coast".
Instead of asking: What Factory? What large international customer? Value of the contract? The response of the forum: Yippee! KMAG has a large international customer! Which a year later has mutated to: probably 5. Do I hear a bid for 10?