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ARM compared with QCOM: revenue, margins and what each company keeps, and the suppliers and customers both name
ARM
ARM Holdings PLC
Change
Mkt cap
Revenue
Revenue
QCOM
Qualcomm Inc
Change
Mkt cap
Revenue
Revenue
vs
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ARM
ARM Holdings PLC
vs
QCOM
Qualcomm Inc
Price
Mkt cap
Revenue
Revenue
Change
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Supply chain
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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 QCOM
21
AAPL
Apple
customer
MU
Micron
supplier
FTNT
Fortinet
customer
ARM
Arm
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
17 more · QCOM chain
›
ARM
ARM Holdings PLC
Change
187.22
▲
+7.22%
Mkt cap
$186.5B
Revenue
—
Revenue
—
QCOM
Qualcomm Inc
Change
174.95
▲
+5.77%
Regular session
Nov 9 '26
Mkt cap
$177.0B
Revenue
$10.3B
Q4 FY26
Revenue
$43.1B
FY26
vs
Compare
Regular session
Nov 9 '26
ARM
ARM Holdings PLC
vs
QCOM
Qualcomm Inc
187.22
▲
+7.22%
Price
174.95
▲
+5.77%
$186.5B
Mkt cap
$177.0B
—
Revenue
$10.3B
Q4 FY26
—
Revenue
$43.1B
FY26
Change
Change
ARM
187.22
▲
+7.22%
vs
QCOM
174.95
▲
+5.77%
Regular session
Nov 9 '26