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

MSFTMicrosoft Corp

Mkt capRevenueRevenue

SPSCSPS Commerce Inc

Mkt capRevenueRevenue

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MSFTMicrosoft Corp

SPSCSPS Commerce 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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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 disclosed counterparties: SPSC.

Only SPSC 0

None

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

MSFTMicrosoft Corp

531.75▼−0.78%· post 531.38

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

SPSCSPS Commerce Inc

81.89▼−0.83%· post 82.88

ClosedNov 6 '26

Mkt cap$3.0BRevenue$198MQ2 FY26Revenue$752MFY25

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ClosedNov 6 '26

MSFTMicrosoft Corp

SPSCSPS Commerce Inc

531.75▼−0.78%post 531.38

Price

81.89▼−0.83%post 82.88

$4.0T

Mkt cap

$3.0B

Q1 FY27$92.3B

Revenue

$198MQ2 FY26

FY26$332B

Revenue

$752MFY25

MSFT531.75▼−0.78%vsSPSC81.89▼−0.83%ClosedNov 6 '26