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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Earnings history

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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Earnings history

last 4 reports each · paired by recencyMethod ›

PANW

2 of 4at or beyond implied

Reportimpliedrealized× implied

Sep 2 '26±9.4%▼−9.28%×0.99

Jun 3 '26±11.1%▼−5.64%×0.50

Feb 18 '26±6.7%▼−6.82%×1.01

Nov 20 '25±5.7%▼−7.42%×1.30

IMMR

1 of 3at or beyond implied

Reportimpliedrealized× implied

Sep 14 '26—▼−2.57%—

Jul 27 '26±12.9%▲+18.63%×1.44

= impliedPANW realized, solidIMMR realized, hatchedOne scale, both sides: full bar = 19%× = |realized| ÷ impliedspan: PANW 286d · IMMR 551dSource: market data

Jul 31 '25

±12.0%

▼−1.41%

×0.12

Mar 12 '25±7.9%▲+0.58%×0.08

PANWPalo Alto Networks Inc

313.68▼−0.32%· post 313.85

Mkt cap$256.7BRevenue$3.4BQ4 FY26Revenue$11.5BFY26

IMMRImmersion Corp

6.79▲+1.72%· post 6.72

ClosedNov 6 '26

Mkt cap$225.5MRevenue$879MQ1 FY27Revenue—

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ClosedNov 6 '26

PANWPalo Alto Networks Inc

IMMRImmersion Corp

313.68▼−0.32%post 313.85

Price

6.79▲+1.72%post 6.72

$256.7B

Mkt cap

$225.5M

Q4 FY26$3.4B

Revenue

$879MQ1 FY27

FY26$11.5B

Revenue

—

PANW313.68▼−0.32%vsIMMR6.79▲+1.72%ClosedNov 6 '26