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

NETCloudflare, Inc.

Mkt capRevenueRevenue

MSFTMicrosoft Corp

Mkt capRevenueRevenue

Compare

NETCloudflare, Inc.

MSFTMicrosoft Corp

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 NET 5

CHPTChargePointcustomer

LCFYLocafycustomer

—JD Cloudunlistedsupplier

—Kiwi Farmsunlistedcustomer

1 more · NET chain ›

Shared 0

No shared counterparties.

Only MSFT 96

ANETArista Networkssupplier

EAElectronic Artssupplier

TTWOTake Two Interactive Softwaresupplier

WECWEC Energysupplier

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

92 more · MSFT chain ›

NETCloudflare, Inc.

279.96▼−9.78%· post 281.10

Mkt cap$100.0BRevenue$696MQ2 FY26Revenue$2.2BFY25

MSFTMicrosoft Corp

523.20▼−1.31%· post 522.96

ClosedOct 30 '26

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

Compare

ClosedOct 30 '26

NETCloudflare, Inc.

MSFTMicrosoft Corp

279.96▼−9.78%post 281.10

Price

523.20▼−1.31%post 522.96

$100.0B

Mkt cap

$3.9T

Q2 FY26$696M

Revenue

$92.3BQ1 FY27

FY25$2.2B

Revenue

$332BFY26

NET279.96▼−9.78%vsMSFT523.20▼−1.31%ClosedOct 30 '26