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

MSFTMicrosoft Corp

Mkt capRevenueRevenue

TWLOTwilio Inc

Mkt capRevenueRevenue

Compare

MSFTMicrosoft Corp

TWLOTwilio Inc

Price

Mkt cap

Revenue

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

Save comparison

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

Desk News Calendar Saved

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 shared counterparties.

Only TWLO 4

GOOGLGooglesupplier

MSFTMicrosoftsupplier

AMZNAmazon Web Services ("AWS")supplier

—Yahoounlisted

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

supplier

MSFTMicrosoft Corp

531.75▼−0.78%· post 531.38

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

TWLOTwilio Inc

201.81▲+0.42%· post 202.94

ClosedNov 6 '26

Mkt cap$31.1BRevenue$1.6BQ3 FY26Revenue$5.1BFY25

Compare

ClosedNov 6 '26

MSFTMicrosoft Corp

TWLOTwilio Inc

531.75▼−0.78%post 531.38

Price

201.81▲+0.42%post 202.94

$3.9T

Mkt cap

$31.1B

Q1 FY27$92.3B

Revenue

$1.6BQ3 FY26

FY26$332B

Revenue

$5.1BFY25

MSFT531.75▼−0.78%vsTWLO201.81▲+0.42%ClosedNov 6 '26