Supply chain

from SEC filings · 3 named by both

The shared column is the reading: companies both sides name in their own filings. NOW names 4 counterparties, MSFT names 96, and 3 appear on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.

named by both · 3

only NOW · 1

RMNIRimini Street, Inc.customer

only MSFT · 93

AAOIApplied Optoelectronics, Inc.supplier
NBISNebius Group N.V.supplier
ANETArista Networks, Inc.supplier
BKHBlack Hills Corpsupplier

+89 more

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NOW compared with MSFT: revenue, margins and what each company keeps

Supply chain

Supply chain