| Stage | MSFT | % of rev | XYZ | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $92.3B | 100.00% | $6.6B | 100.00% | MSFT ×13.94 |
| Gross profit | $62.6B | 67.79% | $3.2B | 47.84% | MSFT +20.0pp |
| Operating income | $45.9B | 49.76% | $447M | 6.75% | MSFT +43.0pp |
| Pre-tax income | $46.0B | 49.80% | $301M | 4.56% | MSFT +45.2pp |
| Net income | $36.6B | 39.69% | $87M | 1.32% | MSFT +38.4pp |
| Stage | MSFT | XYZ | Gap · A − B |
|---|---|---|---|
| Revenue | $92.3B100.00% | $6.6B100.00% | MSFT ×13.94 |
| Gross profit | 67.79%$62.6B | 47.84%$3.2B | MSFT +20.0pp |
| Operating income | 49.76%$45.9B | 6.75%$447M | MSFT +43.0pp |
| Pre-tax income | 49.80%$46.0B | 4.56%$301M | MSFT +45.2pp |
| Net income | 39.69%$36.6B | 1.32%$87M | MSFT +38.4pp |
No disclosed counterparties: XYZ.
None