Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only NET 5

CHPTChargePointcustomer

LCFYLocafycustomer

—JD Cloudunlistedsupplier

—Kiwi Farmsunlistedcustomer

Shared 0

No shared counterparties.

Only GDDY 5

MSFTMicrosoftsupplier

—Barracudaunlistedsupplier

—Open Xchange emailunlistedsupplier

—ProofPointunlistedsupplier

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

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