| Stage | MSFT | % of rev | PATH | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $92.3B | 100.00% | $410M | 100.00% | MSFT ×224.93 |
| Gross profit | $62.6B | 67.79% | $330M | 80.36% | PATH +12.6pp |
| Operating income | $45.9B | 49.76% | $32M | 7.70% | MSFT +42.1pp |
| Pre-tax income | $46.0B | 49.80% | $53M | 12.88% | MSFT +36.9pp |
| Net income | $36.6B | 39.69% | $36M | 8.80% | MSFT +30.9pp |
| Stage | MSFT | PATH | Gap · A − B |
|---|---|---|---|
| Revenue | $92.3B100.00% | $410M100.00% | MSFT ×224.93 |
| Gross profit | 67.79%$62.6B | 80.36%$330M | PATH +12.6pp |
| Operating income | 49.76%$45.9B | 7.70%$32M | MSFT +42.1pp |
| Pre-tax income | 49.80%$46.0B | 12.88%$53M | MSFT +36.9pp |
| Net income |
| 39.69%$36.6B |
| 8.80%$36M |
| MSFT +30.9pp |
No disclosed counterparties: PATH.
None