ARM compared with AMD: revenue, margins and what each company keeps, and the suppliers and customers both name

ARMARM Holdings PLC

Mkt capRevenueRevenue

AMDAdvanced Micro Devices Inc

Mkt capRevenueRevenue

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ARMARM Holdings PLC

AMDAdvanced Micro Devices Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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ARMARM Holdings PLC

173.83▲+4.26%· post 174.16

Mkt cap$178.1BRevenue—Revenue—

AMDAdvanced Micro Devices Inc

446.86▲+10.50%· post 448.05

ClosedNov 6 '26

Mkt cap$736.5BRevenue$13.4BQ3 FY26Revenue$34.6BFY25

Compare

ClosedNov 6 '26

ARMARM Holdings PLC

AMDAdvanced Micro Devices Inc

173.83▲+4.26%post 174.16

Price

446.86▲+10.50%post 448.05

$178.1B

Mkt cap

$736.5B

—

Revenue

$13.4BQ3 FY26

—

Revenue

$34.6BFY25

ARM173.83▲+4.26%vsAMD446.86▲+10.50%ClosedNov 6 '26

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

rebased to 0%

ARM, solidAMD, dashed

Supply-chain overlap

Revenue flow

ARM: latest quarter not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ARM 8

QCOMQualcomm Inc. and Qualcomm Technologies, Inc. (together "Qualcomm")customer

CDNSCadence Design Systemssupplier

—Ampereunlistedsupplier

—Anthony Michael Fadellunlistedsupplier

4 more · ARM chain ›

Shared 0

No shared counterparties.

Only AMD 18

FTNTFortinetcustomer

HPQHPcustomer

RMBSRambussupplier

SANMSanminasupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

14 more · AMD chain ›