| Stage | PATH | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $410M | 100.00% | $92.3B | 100.00% | MSFT ×224.93 |
| Gross profit | $330M | 80.36% | $62.6B | 67.79% | PATH +12.6pp |
| Operating income | $32M | 7.70% | $45.9B | 49.76% | MSFT +42.1pp |
| Pre-tax income | $53M | 12.88% | $46.0B | 49.80% | MSFT +36.9pp |
| Net income | $36M | 8.80% | $36.6B | 39.69% | MSFT +30.9pp |
| Stage | PATH | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $410M100.00% | $92.3B100.00% | MSFT ×224.93 |
| Gross profit | 80.36%$330M | 67.79%$62.6B | PATH +12.6pp |
| Operating income | 7.70%$32M | 49.76%$45.9B | MSFT +42.1pp |
| Pre-tax income | 12.88%$53M | 49.80%$46.0B | MSFT +36.9pp |
| Net income |
| 8.80%$36M |
| 39.69%$36.6B |
| MSFT +30.9pp |
None
No disclosed counterparties: PATH.