| Stage | TWLO | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.6B | 100.00% | $92.3B | 100.00% | MSFT ×59.17 |
| Gross profit | $761M | 48.77% | $62.6B | 67.79% | MSFT +19.0pp |
| Operating income | $149M | 9.53% | $45.9B | 49.76% | MSFT +40.2pp |
| Pre-tax income | $139M | 8.92% | $46.0B | 49.80% | MSFT +40.9pp |
| Net income | $161M | 10.33% | $36.6B | 39.69% | MSFT +29.4pp |
| Stage | TWLO | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $1.6B100.00% | $92.3B100.00% | MSFT ×59.17 |
| Gross profit | 48.77%$761M | 67.79%$62.6B | MSFT +19.0pp |
| Operating income | 9.53%$149M | 49.76%$45.9B | MSFT +40.2pp |
| Pre-tax income | 8.92%$139M | 49.80%$46.0B | MSFT +40.9pp |
| Net income |
| 10.33%$161M |
| 39.69%$36.6B |
| MSFT +29.4pp |
No shared counterparties.