| Stage | DDOG | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.2B | 100.00% | $92.3B | 100.00% | MSFT ×77.09 |
| Gross profit | $960M | 80.19% | $62.6B | 67.79% | DDOG +12.4pp |
| Operating income | $75M | 6.24% | $45.9B | 49.76% | MSFT +43.5pp |
| Pre-tax income | $125M | 10.41% | $46.0B | 49.80% | MSFT +39.4pp |
| Net income | $118M | 9.88% | $36.6B | 39.69% | MSFT +29.8pp |
| Stage | DDOG | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $1.2B100.00% | $92.3B100.00% | MSFT ×77.09 |
| Gross profit | 80.19%$960M | 67.79%$62.6B | DDOG +12.4pp |
| Operating income | 6.24%$75M | 49.76%$45.9B | MSFT +43.5pp |
| Pre-tax income | 10.41%$125M | 49.80%$46.0B | MSFT +39.4pp |
| Net income |
| 9.88%$118M |
| 39.69%$36.6B |
| MSFT +29.8pp |
None
No disclosed counterparties: DDOG.