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

MSFTMicrosoft Corp

Mkt capRevenueRevenue

NETCloudflare, Inc.

Mkt capRevenueRevenue

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MSFTMicrosoft Corp

NETCloudflare, Inc.

Price

Mkt cap

Revenue

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

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Earnings history

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

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

MSFT

2 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 29 '26±3.8%▼−0.16%×0.05

Jul 30 '26±5.8%▲+15.51%×2.67

Apr 30 '26±5.5%▼−3.93%×0.71

Jan 29 '26±4.5%▼−9.99%×2.22

NET1 of 4 reports

Reportimpliedrealized× implied

Aug 7 '26—▲+5.57%—

= impliedMSFT realized, solidNET realized, hatchedOne scale, both sides: full bar = 16%× = |realized| ÷ impliedSource: market data

MSFTMicrosoft Corp

523.20▼−1.31%· post 522.96

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

NETCloudflare, Inc.

279.96▼−9.78%· post 281.10

ClosedOct 30 '26

Mkt cap$100.0BRevenue$696MQ2 FY26Revenue$2.2BFY25

Compare

ClosedOct 30 '26

MSFTMicrosoft Corp

NETCloudflare, Inc.

523.20▼−1.31%post 522.96

Price

279.96▼−9.78%post 281.10

$3.9T

Mkt cap

$100.0B

Q1 FY27$92.3B

Revenue

$696MQ2 FY26

FY26$332B

Revenue

$2.2BFY25

MSFT523.20▼−1.31%vsNET279.96▼−9.78%ClosedOct 30 '26