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

MSFTMicrosoft Corp

Mkt capRevenueRevenue

FSLYFastly, Inc.

Mkt capRevenueRevenue

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MSFTMicrosoft Corp

FSLYFastly, Inc.

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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MSFTMicrosoft Corp

531.75▼−0.78%· post 531.38

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

FSLYFastly, Inc.

15.88▲+3.22%· post 15.87

ClosedNov 6 '26

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

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ClosedNov 6 '26

MSFTMicrosoft Corp

FSLYFastly, Inc.

531.75▼−0.78%post 531.38

Price

15.88▲+3.22%post 15.87

$4.0T

Mkt cap

$2.5B

Q1 FY27$92.3B

Revenue

$190MQ3 FY26

FY26$332B

Revenue

$624MFY25

MSFT531.75▼−0.78%vsFSLY15.88▲+3.22%ClosedNov 6 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only MSFT 96

ANETArista Networkssupplier

EAElectronic Artssupplier

TTWOTake Two Interactive Softwaresupplier

WECWEC Energysupplier

92 more · MSFT chain ›

Shared 0

No shared counterparties.

Only FSLY 5

GOOGLGoogle Cloud Platformsupplier

MSFTMicrosoft (Azure)supplier

AMZNAWSsupplier

—Hashicorpunlisted

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

supplier

1 more · FSLY chain ›