Alphabet (Google) vs Arm Holdings
Alphabet (Google) is larger by market cap ($4.20T vs $287.2B). Alphabet (Google) reports higher tracked revenue ($402.8B vs $4.9B). Alphabet (Google)'s primary segment is Custom Silicon Designers; Arm Holdings's is Semiconductor IP Licensing.
Side-by-side
| Alphabet (Google) | Arm Holdings | |
|---|---|---|
| Market cap | $4.20T | $287.2B |
| Revenue | $402.8B (FY2025) | $4.9B (FY2026) |
| Primary segment | Custom Silicon Designers | Semiconductor IP Licensing |
| Market position | major | leader |
| Country | United States | United Kingdom |
| Tracked suppliers | 73 | 1 |
| Tracked customers | 2 | 11 |
| Chokepoint / criticality | 7/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Alphabet (Google) and Arm Holdings compare
- Size: Alphabet (Google) is the larger company by market cap.
- Revenue: Alphabet (Google) reports higher tracked revenue.
- Supply-chain criticality: Arm Holdings has the higher chokepoint score (81/100 vs 7/100).
- Footprint: Alphabet (Google) (United States) vs Arm Holdings (United Kingdom).