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

Compare

PANWPalo Alto Networks Inc

IMMRImmersion Corp

Price

Mkt cap

Revenue

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

Save comparison

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

Desk News Calendar Saved

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

PANWPalo Alto Networks Inc

315.64· pre 330.30

Mkt cap$257.4BRevenue$3.4BQ4 FY26Revenue$11.5BFY26

IMMRImmersion Corp

6.70· pre 6.56· delayed

Pre-marketNov 6 '26

Mkt cap$237.8MRevenue$879MQ1 FY27Revenue—

Compare

Pre-marketNov 6 '26

PANWPalo Alto Networks Inc

IMMRImmersion Corp

315.64pre 330.30

Price

6.70pre 6.56delayed

$257.4B

Mkt cap

$237.8M

Q4 FY26$3.4B

Revenue

$879MQ1 FY27

FY26$11.5B

Revenue

—

PANW315.64vsIMMR6.70Pre-marketNov 6 '26