| Stage | AAPL | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $114B | 100.00% | $92.3B | 100.00% | AAPL ×1.24 |
| Gross profit | $54.8B | 47.89% | $62.6B | 67.79% | MSFT +19.9pp |
| Operating income | $35.6B | 31.13% | $45.9B | 49.76% | MSFT +18.6pp |
| Pre-tax income | $36.1B | 31.57% | $46.0B | 49.80% | MSFT +18.2pp |
| Net income | $30.7B | 26.83% | $36.6B | 39.69% | MSFT +12.9pp |
| Stage | AAPL | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $114B100.00% | $92.3B100.00% | AAPL ×1.24 |
| Gross profit | 47.89%$54.8B | 67.79%$62.6B | MSFT +19.9pp |
| Operating income | 31.13%$35.6B | 49.76%$45.9B | MSFT +18.6pp |
| Pre-tax income | 31.57%$36.1B | 49.80%$46.0B | MSFT +18.2pp |
| Net income |
| 26.83%$30.7B |
| 39.69%$36.6B |
| MSFT +12.9pp |
AAPL · EA 10-KMay 11 '26
“However, for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
MSFT · EA 10-KMay 11 '26
“In fiscal year 2026, our direct sales to Sony and Microsoft represented approximately 39 percent and 16 percent of total net revenue, respectively.”
AAPL · TTWO 10-KMay 20 '25
“A significant portion of our mobile titles are distributed, marketed, and promoted through third parties, primarily Apple's App Store and the Google Play Store.”
MSFT · TTWO 10-KMay 20 '25
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
AAPL · SWKS 10-KNov 7 '25
“In each of the fiscal years ended October 3, 2025 ("fiscal 2025"), September 27, 2024 ("fiscal 2024"), and September 29, 2023 ("fiscal 2023"), Apple, through sales to multiple distributors and contract manufacturers for multiple applications including smartphones, tablets, desktop and notebook computers, watches, and other devices, constituted more than ten percent of our net revenue.”
MSFT · SWKS 10-KNov 7 '25
“Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.”
AAPL · SNX 10-KJan 24 '25
“Apple, Inc. 12 % 11 % 11 %”
MSFT · SNX 10-KJan 24 '25
“Our primary OEM suppliers include Apple, Inc., Cisco Systems, Inc., Dell, Inc., Hewlett-Packard Enterprise Company, HP Inc., International Business Machines Corporation, Lenovo Group Ltd., Microsoft Corporation, and Samsung Electronics Co., Ltd.”
AAPL · RBLX 10-KFeb 18 '25
“For the year ended December 31, 2024, 30% of our revenue was attributable to Robux sales through the Apple App Store and 16% of our revenue was attributable to Robux sales through the Google Play Store.”
MSFT · RBLX 10-KFeb 18 '25
“For operations through console providers, such as Microsoft Xbox and Sony PlayStation, we are obligated to pay around 30% of any money paid by users on our Platform, and these amounts could also increase.”
AAPL · DLB 10-KNov 18 '25
“Dolby Atmos and Dolby Vision are included throughout the Apple device line-up and in Apple TV, and Dolby Atmos is included in Apple Music.”
MSFT · DLB 10-KNov 18 '25
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
AAPL · EEFT 10-KFeb 26 '26
“Examples of global brands we distribute include iTunes, Google Play, Sony, and Microsoft.”
MSFT · EEFT 10-KFeb 26 '26
“Examples of global brands we distribute include iTunes, Google Play, Sony, and Microsoft.”
AAPL · CNXN 10-KFeb 24 '26
“Certain hardware and software vendors, such as Apple, Dell Inc., Lenovo, and HP Inc., who provide products to us, also sell their products directly to end users through their own direct sales force, catalogs, stores, and via the Internet.”
MSFT · CNXN 10-KFeb 24 '26
“Products manufactured by Microsoft Corporation, HP Inc., and Dell Inc. represented approximately 16%, 13%, and 12%, respectively, of our total product purchases in 2025.”
AAPL · YEXT 10-KMar 10 '26
“We have established strategic relationships with over 200 third-party service and application providers that comprise our Publisher Network, including Amazon Alexa, Apple, Bing, Facebook, Gemini, Google, OpenAI, and Yelp and many others.”
MSFT · YEXT 10-KMar 10 '26
“We have established strategic relationships with over 200 third-party service and application providers that comprise our Publisher Network, including Amazon Alexa, Apple, Bing, Facebook, Gemini, Google, OpenAI, and Yelp and many others.”
AAPL · ZIP 10-KFeb 25 '26
“We are dependent on the interoperability of our mobile app with popular third-party mobile operating systems such as Apple's iOS and Google's Android, and their placement in popular app stores like the Apple App Store and Google Play Store, and any changes in such systems that degrade our apps' functionality or give preferential treatment or app store placement to competitive apps could adversely affect the access and usage of our apps on mobile devices.”
MSFT · ZIP 10-KFeb 25 '26
“We also use our Investor Relations page on our website at www.ziprecruiter.com, press releases, public conference calls, public webcasts, X feed (@ZipRecruiter), Facebook page, and LinkedIn page as means of disclosing material information and for complying with our disclosure obligations under Regulation FD.”
AAPL · INGM 10-KMar 3 '26
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”
MSFT · INGM 10-KMar 3 '26
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”