Arm Holdings vs Qualcomm
Arm Holdings is larger by market cap ($287.2B vs $170.8B). Qualcomm reports higher tracked revenue ($44.3B vs $4.9B). Arm Holdings's primary segment is Semiconductor IP Licensing; Qualcomm's is Mobile SoC.
Side-by-side
| Arm Holdings | Qualcomm | |
|---|---|---|
| Market cap | $287.2B | $170.8B |
| Revenue | $4.9B (FY2026) | $44.3B (FY2025) |
| Primary segment | Semiconductor IP Licensing | Mobile SoC |
| Market position | leader | leader |
| Country | United Kingdom | United States |
| Tracked suppliers | 1 | 68 |
| Tracked customers | 11 | 4 |
| Chokepoint / criticality | 81/100 | 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 Arm Holdings and Qualcomm compare
- Size: Arm Holdings is the larger company by market cap.
- Revenue: Qualcomm reports higher tracked revenue.
- Supply-chain criticality: Arm Holdings has the higher chokepoint score (81/100 vs 81/100).
- Footprint: Arm Holdings (United Kingdom) vs Qualcomm (United States).