| Stage | MSFT | % of rev | ALRM | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $92.3B | 100.00% | $278M | 100.00% | MSFT ×332.26 |
| Gross profit | $62.6B | 67.79% | $182M | 65.56% | MSFT +2.2pp |
| Operating income | $45.9B | 49.76% | $32M | 11.70% | MSFT +38.1pp |
| Pre-tax income | $46.0B | 49.80% | $31M | 11.20% | MSFT +38.6pp |
| Net income | $36.6B | 39.69% | $24M | 8.72% | MSFT +31.0pp |
| Stage | MSFT | ALRM | Gap · A − B |
|---|---|---|---|
| Revenue | $92.3B100.00% | $278M100.00% | MSFT ×332.26 |
| Gross profit | 67.79%$62.6B | 65.56%$182M | MSFT +2.2pp |
| Operating income | 49.76%$45.9B | 11.70%$32M | MSFT +38.1pp |
| Pre-tax income | 49.80%$46.0B | 11.20%$31M | MSFT +38.6pp |
| Net income |
| 39.69%$36.6B |
| 8.72%$24M |
| MSFT +31.0pp |
No shared counterparties.