| Stage | ADSK | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $2.0B | 100.00% | $92.3B | 100.00% | MSFT ×45.10 |
| Gross profit | $1.9B | 91.40% | $62.6B | 67.79% | ADSK +23.6pp |
| Operating income | $599M | 29.28% | $45.9B | 49.76% | MSFT +20.5pp |
| Pre-tax income | $593M | 28.98% | $46.0B | 49.80% | MSFT +20.8pp |
| Net income | $492M | 24.05% | $36.6B | 39.69% | MSFT +15.6pp |
| Stage | ADSK | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $2.0B100.00% | $92.3B100.00% | MSFT ×45.10 |
| Gross profit | 91.40%$1.9B | 67.79%$62.6B | ADSK +23.6pp |
| Operating income | 29.28%$599M | 49.76%$45.9B | MSFT +20.5pp |
| Pre-tax income | 28.98%$593M | 49.80%$46.0B | MSFT +20.8pp |
| Net income |
| 24.05%$492M |
| 39.69%$36.6B |
| MSFT +15.6pp |
ADSK 10-KMar 3 '26
“Total revenue from TD Synnex accounted for 14%, 33%, and 39% of Autodesk's total net revenue during fiscal 2026, 2025, and 2024, respectively.”
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.”