FSLY compared with MSFT: revenue, margins and what each company keeps, and the suppliers and customers both name

FSLYFastly, Inc.

Mkt capRevenueRevenue

MSFTMicrosoft Corp

Mkt capRevenueRevenue

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FSLYFastly, Inc.

MSFTMicrosoft Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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FSLYFastly, Inc.

21.08· pre 21.17· delayed

Mkt cap$3.4BRevenue$183MQ2 FY26Revenue$624MFY25

MSFTMicrosoft Corp

520.87· pre 525.71· delayed

Pre-marketNov 4 '26delayed

Mkt cap$3.9TRevenue$92.3BQ1 FY27Revenue$332BFY26

Compare

Pre-marketNov 4 '26delayed

FSLYFastly, Inc.

MSFTMicrosoft Corp

21.08pre 21.17delayed

Price

520.87pre 525.71delayed

$3.4B

Mkt cap

$3.9T

Q2 FY26$183M

Revenue

$92.3BQ1 FY27

FY25$624M

Revenue

$332BFY26

FSLY21.08vsMSFT520.87Pre-marketNov 4 '26delayed

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

FSLY: latest quarter is a loss; flow not drawable.Method ›

Price

rebased to 0%

FSLY, solidMSFT, dashed

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only FSLY 6

—Affiliated customers that are business units of a singleunlistedcustomer

GOOGLGoogle Cloud Platformsupplier

MSFTMicrosoft (Azure)supplier

AMZNAWSsupplier

2 more · FSLY chain ›

Shared 0

No shared counterparties.

Only MSFT 96

ANETArista Networkssupplier

EAElectronic Artssupplier

TTWOTake Two Interactive Softwaresupplier

WECWEC Energysupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

92 more · MSFT chain ›