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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Supply-chain overlap

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.

15.88▲+3.22%· post 15.87

Mkt cap$2.5BRevenue$190MQ3 FY26Revenue$624MFY25

MSFTMicrosoft Corp

531.75▼−0.78%· post 531.38

ClosedNov 6 '26

Mkt cap$4.0TRevenue$92.3BQ1 FY27Revenue$332BFY26

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ClosedNov 6 '26

FSLYFastly, Inc.

MSFTMicrosoft Corp

15.88▲+3.22%post 15.87

Price

531.75▼−0.78%post 531.38

$2.5B

Mkt cap

$4.0T

Q3 FY26$190M

Revenue

$92.3BQ1 FY27

FY25$624M

Revenue

$332BFY26

FSLY15.88▲+3.22%vsMSFT531.75▼−0.78%ClosedNov 6 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only FSLY 5

GOOGLGoogle Cloud Platformsupplier

MSFTMicrosoft (Azure)supplier

AMZNAWSsupplier

—Hashicorpunlistedsupplier

1 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 ›