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QCOM compared with ARM: revenue, margins and what each company keeps, and the suppliers and customers both name
QCOM
Qualcomm Inc
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Mkt cap
Revenue
Revenue
ARM
ARM Holdings PLC
Change
Mkt cap
Revenue
Revenue
vs
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QCOM
Qualcomm Inc
vs
ARM
ARM Holdings PLC
Price
Mkt cap
Revenue
Revenue
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only QCOM
21
AAPL
Apple
customer
MU
Micron
supplier
FTNT
Fortinet
customer
ARM
Arm
supplier
17 more · QCOM 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
›
QCOM
Qualcomm Inc
Change
175.19
▲
+5.91%
Mkt cap
$177.0B
Revenue
$10.3B
Q4 FY26
Revenue
$43.1B
FY26
ARM
ARM Holdings PLC
Change
187.29
▲
+7.25%
Regular session
Nov 9 '26
Mkt cap
$186.5B
Revenue
—
Revenue
—
vs
Compare
Regular session
Nov 9 '26
QCOM
Qualcomm Inc
vs
ARM
ARM Holdings PLC
175.19
▲
+5.91%
Price
187.29
▲
+7.25%
$177.0B
Mkt cap
$186.5B
Q4 FY26
$10.3B
Revenue
—
FY26
$43.1B
Revenue
—
Change
Change
QCOM
175.19
▲
+5.91%
vs
ARM
187.29
▲
+7.25%
Regular session
Nov 9 '26