| Stage | MSFT | % of rev | NTNX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $92.3B | 100.00% | $757M | 100.00% | MSFT ×121.89 |
| Gross profit | $62.6B | 67.79% | $651M | 86.03% | NTNX +18.2pp |
| Operating income | $45.9B | 49.76% | $70M | 9.24% | MSFT +40.5pp |
| Pre-tax income | $46.0B | 49.80% | $83M | 10.93% | MSFT +38.9pp |
| Net income | $36.6B | 39.69% | $1.3B | 167.70% | NTNX +128.0pp |
| Stage | MSFT | NTNX | Gap · A − B |
|---|---|---|---|
| Revenue | $92.3B100.00% | $757M100.00% | MSFT ×121.89 |
| Gross profit | 67.79%$62.6B | 86.03%$651M | NTNX +18.2pp |
| Operating income | 49.76%$45.9B | 9.24%$70M | MSFT +40.5pp |
| Pre-tax income | 49.80%$46.0B | 10.93%$83M | MSFT +38.9pp |
| Net income |
| 39.69%$36.6B |
| 167.70%$1.3B |
| NTNX +128.0pp |
MSFT · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”
NTNX · CSPI 10-KDec 16 '25
“Our key offerings include products from Hewlett Packard Enterprise (HPE)/Aruba, Cisco Systems, Palo Alto Networks, Nutanix, Dell EMC, Juniper Networks, Varonis, Cato Networks, Fortinet, Microsoft and Barracuda.”