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MSFT compared with FSLY: revenue, margins and what each company keeps, and the suppliers and customers both name
MSFT
Microsoft Corp
Change
Mkt cap
Revenue
Revenue
FSLY
Fastly, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
MSFT
Microsoft Corp
vs
FSLY
Fastly, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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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
›
MSFT
Microsoft Corp
Change
556.09
▲
+6.74%
· post 554.05
Mkt cap
$3.9T
Revenue
$92.3B
Q1 FY27
Revenue
$332B
FY26
FSLY
Fastly, Inc.
Change
21.06
▼
−0.05%
· post 17.59
Closed
Nov 4 '26
Mkt cap
$3.4B
Revenue
$190M
Q3 FY26
Revenue
$624M
FY25
vs
Compare
Closed
Nov 4 '26
MSFT
Microsoft Corp
vs
FSLY
Fastly, Inc.
556.09
▲
+6.74%
post 554.05
Price
21.06
▼
−0.05%
post 17.59
$3.9T
Mkt cap
$3.4B
Q1 FY27
$92.3B
Revenue
$190M
Q3 FY26
FY26
$332B
Revenue
$624M
FY25
Change
Change
MSFT
556.09
▲
+6.74%
vs
FSLY
21.06
▼
−0.05%
Closed
Nov 4 '26
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
MSFT, solid
FSLY, dashed
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only MSFT
96
ANET
Arista Networks
supplier
EA
Electronic Arts
supplier
TTWO
Take Two Interactive Software
supplier
WEC
WEC Energy
supplier
92 more · MSFT chain
›
Shared
0
No shared counterparties.
Only FSLY
5
GOOGL
Google Cloud Platform
supplier
MSFT
Microsoft (Azure)
supplier
AMZN
AWS
supplier
—
Hashicorp
unlisted
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
supplier
1 more · FSLY chain
›