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

ARMARM Holdings PLC

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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ARMARM Holdings PLC

NVDANvidia Corp

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

Price

rebased to 0%

ARM, solidNVDA, dashed

Supply-chain overlap

Revenue flow

ARM: latest quarter not drawable.Method ›

ARMARM Holdings PLC

204.97▼−10.40%· post 206.51

Mkt cap$220.0BRevenue—Revenue—

NVDANvidia Corp

204.27▼−4.40%· post 205.25

ClosedOct 30 '26

Mkt cap$4.9TRevenue$96.2BQ2 FY27Revenue$216BFY26

Compare

ClosedOct 30 '26

ARMARM Holdings PLC

NVDANvidia Corp

204.97▼−10.40%post 206.51

Price

204.27▼−4.40%post 205.25

$220.0B

Mkt cap

$4.9T

—

Revenue

$96.2BQ2 FY27

—

Revenue

$216BFY26

ARM204.97▼−10.40%vsNVDA204.27▼−4.40%ClosedOct 30 '26

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 NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

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

20 more · NVDA chain ›