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

PANWPalo Alto Networks Inc

Mkt capRevenueRevenue

IMMRImmersion Corp

Mkt capRevenueRevenue

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PANWPalo Alto Networks Inc

IMMRImmersion 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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PANWPalo Alto Networks Inc

348.08▼−0.61%· post 348.61

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

IMMRImmersion Corp

7.16▲+0.77%· post 7.06

ClosedNov 4 '26

Mkt cap$235.8MRevenue$879MQ1 FY27Revenue—

Compare

ClosedNov 4 '26

PANWPalo Alto Networks Inc

IMMRImmersion Corp

348.08▼−0.61%post 348.61

Price

7.16▲+0.77%post 7.06

$284.7B

Mkt cap

$235.8M

Q4 FY26$3.4B

Revenue

$879MQ1 FY27

FY26$11.5B

Revenue

—

PANW348.08▼−0.61%vsIMMR7.16▲+0.77%ClosedNov 4 '26

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

Price

Supply-chain overlap

Revenue flow

PANW: latest quarter is a loss; flow not drawable. IMMR: latest quarter not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only PANW 2

CSPICSPcustomer

—Flexunlistedsupplier

Shared 0

No shared counterparties.

Only IMMR 4

—Samsungunlistedcustomer

—Xiaomiunlistedcustomer

—Fanaticsunlistedcustomer

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

—

Lids

unlistedcustomer

Price

rebased to 0%

PANW, solidIMMR, dashed