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

IMMRImmersion Corp

Mkt capRevenueRevenue

PANWPalo Alto Networks Inc

Mkt capRevenueRevenue

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IMMRImmersion Corp

PANWPalo Alto Networks Inc

Price

Mkt cap

Revenue

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

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Supply-chain overlap

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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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only IMMR 4

—Samsungunlistedcustomer

—Xiaomiunlistedcustomer

—Fanaticsunlistedcustomer

—Lidsunlistedcustomer

Shared 0

No shared counterparties.

Only PANW 2

CSPICSPcustomer

—Flexunlistedsupplier

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

IMMRImmersion Corp

6.70▼−6.49%· post 6.56

Mkt cap$237.8MRevenue$879MQ1 FY27Revenue—

PANWPalo Alto Networks Inc

315.64▼−9.31%· post 317.56

ClosedNov 5 '26

Mkt cap$284.7BRevenue$3.4BQ4 FY26Revenue$11.5BFY26

Compare

ClosedNov 5 '26

IMMRImmersion Corp

PANWPalo Alto Networks Inc

6.70▼−6.49%post 6.56

Price

315.64▼−9.31%post 317.56

$237.8M

Mkt cap

$284.7B

Q1 FY27$879M

Revenue

$3.4BQ4 FY26

—

Revenue

$11.5BFY26

IMMR6.70▼−6.49%vsPANW315.64▼−9.31%ClosedNov 5 '26