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ARM compared with FSLR: revenue, margins and what each company keeps, and the suppliers and customers both name
ARM
ARM Holdings PLC
Change
Mkt cap
Revenue
Revenue
FSLR
First Solar, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
ARM
ARM Holdings PLC
vs
FSLR
First Solar, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
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Event sensitivity
Earnings history
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ARM
8
QCOM
Qualcomm Inc. and Qualcomm Technologies, Inc. (together "Qualcomm")
customer
CDNS
Cadence Design Systems
supplier
—
Ampere
unlisted
supplier
—
Anthony Michael Fadell
unlisted
supplier
4 more · ARM chain
›
Shared
0
No shared counterparties.
Only FSLR
9
V
Visa Inc. ("Visa")
customer
GE
General Electric
supplier
NEE
NextEra Energy
customer
FISV
Fiserv
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
5 more · FSLR chain
›
ARM
ARM Holdings PLC
Change
167.43
▼
−12.71%
· post 166.00
· delayed
Mkt cap
$204.8B
Revenue
—
Revenue
—
FSLR
First Solar, Inc.
Change
196.25
▲
+0.90%
· post 193.76
· delayed
After hours
Nov 5 '26
delayed
Mkt cap
$20.9B
Revenue
$1.2B
Q3 FY26
Revenue
$5.2B
FY25
vs
Compare
After hours
Nov 5 '26
delayed
ARM
ARM Holdings PLC
vs
FSLR
First Solar, Inc.
167.43
▼
−12.71%
post 166.00
delayed
Price
196.25
▲
+0.90%
post 193.76
delayed
$204.8B
Mkt cap
$20.9B
—
Revenue
$1.2B
Q3 FY26
—
Revenue
$5.2B
FY25
Change
Change
ARM
167.43
▼
−12.71%
vs
FSLR
196.25
▲
+0.90%
After hours
Nov 5 '26
delayed