| Stage | MSFT | % of rev | TENB | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $92.3B | 100.00% | $276M | 100.00% | MSFT ×333.88 |
| Gross profit | $62.6B | 67.79% | $215M | 77.81% | TENB +10.0pp |
| Operating income | $45.9B | 49.76% | $17M | 6.05% | MSFT +43.7pp |
| Pre-tax income | $46.0B | 49.80% | $11M | 3.89% | MSFT +45.9pp |
| Net income | $36.6B | 39.69% | $11M | 4.09% | MSFT +35.6pp |
| Stage | MSFT | TENB | Gap · A − B |
|---|---|---|---|
| Revenue | $92.3B100.00% | $276M100.00% | MSFT ×333.88 |
| Gross profit | 67.79%$62.6B | 77.81%$215M | TENB +10.0pp |
| Operating income | 49.76%$45.9B | 6.05%$17M | MSFT +43.7pp |
| Pre-tax income | 49.80%$46.0B | 3.89%$11M | MSFT +45.9pp |
| Net income |
| 39.69%$36.6B |
| 4.09%$11M |
| MSFT +35.6pp |
MSFT · SNOW 10-KMar 20 '26
“In addition, our platform currently operates on public cloud infrastructure provided by Amazon Web Services (AWS), Microsoft Azure (Azure), and Google Cloud Platform (GCP), and our costs and gross margins are significantly influenced by the prices we are able to negotiate with these public cloud providers, which in certain cases are also our competitors.”
TENB 10-KFeb 24 '25
“Because our agreements with certain third-party service providers, such as AWS and Snowflake, limit their liability for damages, we may not be able to recover a material portion of our liabilities to our customers and third parties arising from issues with such third-party service providers, such as AWS and Snowflake, in the event of an incident affecting the third parties' systems.”