| Stage | NOW | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $4.1B | 100.00% | $92.3B | 100.00% | MSFT ×22.47 |
| Gross profit | $2.9B | 70.51% | $62.6B | 67.79% | NOW +2.7pp |
| Operating income | $385M | 9.38% | $45.9B | 49.76% | MSFT +40.4pp |
| Pre-tax income | $370M | 9.01% | $46.0B | 49.80% | MSFT +40.8pp |
| Net income | $277M | 6.75% | $36.6B | 39.69% | MSFT +32.9pp |
| Stage | NOW | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $4.1B100.00% | $92.3B100.00% | MSFT ×22.47 |
| Gross profit | 70.51%$2.9B | 67.79%$62.6B | NOW +2.7pp |
| Operating income | 9.38%$385M | 49.76%$45.9B | MSFT +40.4pp |
| Pre-tax income | 9.01%$370M | 49.80%$46.0B | MSFT +40.8pp |
| Net income |
| 6.75%$277M |
| 39.69%$36.6B |
| MSFT +32.9pp |
NOW · DOCU 10-KMar 18 '26
“Our products and solutions seamlessly integrate with hundreds of other software applications, including Salesforce, Microsoft, SAP, Google, ServiceNow, and Workday.”
MSFT · DOCU 10-KMar 18 '26
“We operate co-location data centers in several locations, and we also leverage public cloud infrastructure for an increasing number of services, as we continue to migrate our production services from our data center hosting facilities to Microsoft Azure Cloud, a third-party cloud provider.”
NOW · ESTC 10-KJun 8 '26
“Workflows for security connects to external systems including Slack, Jira, ServiceNow, and PagerDuty, with representational state transfer ("REST") API support for additional tools, to coordinate response across the security stack.”
MSFT · ESTC 10-KJun 8 '26
“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”
NOW · RNG 10-KFeb 27 '26
“◦ Deep CRM integrations, including Salesforce, Zendesk, ServiceNow, HubSpot, Microsoft Dynamics, and others, ensuring customer interactions are context-aware and data-driven.”
MSFT · RNG 10-KFeb 27 '26
“RingCentral seamlessly embeds into Microsoft Teams, providing reliable, global enterprise-grade phone, SMS, fax, and customer experience solutions — without requiring a Teams Phone license.”