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FSLR compared with ARM: revenue, margins and what each company keeps, and the suppliers and customers both name
FSLR
First Solar, Inc.
Change
Mkt cap
Revenue
Revenue
ARM
ARM Holdings PLC
Change
Mkt cap
Revenue
Revenue
vs
Compare
FSLR
First Solar, Inc.
vs
ARM
ARM Holdings PLC
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
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 FSLR
9
V
Visa Inc. ("Visa")
customer
GE
General Electric
supplier
NEE
NextEra Energy
customer
FISV
Fiserv
customer
5 more · FSLR chain
›
Shared
0
No shared counterparties.
Only ARM
8
QCOM
Qualcomm Inc. and Qualcomm Technologies, Inc. (together "Qualcomm")
customer
CDNS
Cadence Design Systems
supplier
—
Ampere
unlisted
supplier
—
Anthony Michael Fadell
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
supplier
4 more · ARM chain
›
FSLR
First Solar, Inc.
Change
194.49
· pre 197.50
· delayed
Mkt cap
$20.9B
Revenue
$1.2B
Q3 FY26
Revenue
$5.2B
FY25
ARM
ARM Holdings PLC
Change
190.27
· pre 184.03
· delayed
Pre-market
Nov 5 '26
delayed
Mkt cap
$216.3B
Revenue
—
Revenue
—
vs
Compare
Pre-market
Nov 5 '26
delayed
FSLR
First Solar, Inc.
vs
ARM
ARM Holdings PLC
194.49
pre 197.50
delayed
Price
190.27
pre 184.03
delayed
$20.9B
Mkt cap
$216.3B
Q3 FY26
$1.2B
Revenue
—
FY25
$5.2B
Revenue
—
Change
Change
FSLR
194.49
vs
ARM
190.27
Pre-market
Nov 5 '26
delayed