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

SPSCSPS Commerce Inc

Mkt capRevenueRevenue

MSFTMicrosoft Corp

Mkt capRevenueRevenue

Compare

SPSCSPS Commerce Inc

MSFTMicrosoft Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Save comparison

Earnings history

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

Earnings history

last 4 reports each · paired by recencyMethod ›

SPSC

1 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 30 '26thin chain±11.6%▼−3.25%×0.28

Q2 FY26±9.7%▲+11.48%×1.19

Q1 FY26±10.4%▲+4.99%×0.48

Feb 13 '26±13.3%▼−4.37%×0.33

MSFT

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q1 FY27±3.8%▼−0.16%×0.05

Q4 FY26±5.8%▲+15.51%×2.67

= impliedSPSC realized, solidMSFT realized, hatchedOne scale, both sides: full bar = 16%× = |realized| ÷ impliedSource: market data

Q3 FY26

±5.5%

▼−3.93%

×0.71

Q2 FY26±4.5%▼−9.99%×2.22

SPSCSPS Commerce Inc

81.89▼−0.83%· post 82.88

Mkt cap$2.9BRevenue$198MQ2 FY26Revenue$752MFY25

MSFTMicrosoft Corp

531.75▼−0.78%· post 531.38

ClosedNov 6 '26

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

Compare

ClosedNov 6 '26

SPSCSPS Commerce Inc

MSFTMicrosoft Corp

81.89▼−0.83%post 82.88

Price

531.75▼−0.78%post 531.38

$2.9B

Mkt cap

$3.9T

Q2 FY26$198M

Revenue

$92.3BQ1 FY27

FY25$752M

Revenue

$332BFY26

SPSC81.89▼−0.83%vsMSFT531.75▼−0.78%ClosedNov 6 '26