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TWLO compared with MSFT: revenue, margins and what each company keeps, and the suppliers and customers both name
TWLO
Twilio Inc
Change
Mkt cap
Revenue
Revenue
MSFT
Microsoft Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
TWLO
Twilio Inc
vs
MSFT
Microsoft Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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TWLO
Twilio Inc
Change
207.33
▲
+1.12%
· post 209.39
Mkt cap
$32.1B
Revenue
$1.6B
Q3 FY26
Revenue
$5.1B
FY25
MSFT
Microsoft Corp
Change
508.04
▼
−2.66%
· post 507.53
Closed
Nov 2 '26
Mkt cap
$3.9T
Revenue
$92.3B
Q1 FY27
Revenue
$332B
FY26
vs
Compare
Closed
Nov 2 '26
TWLO
Twilio Inc
vs
MSFT
Microsoft Corp
207.33
▲
+1.12%
post 209.39
Price
508.04
▼
−2.66%
post 507.53
$32.1B
Mkt cap
$3.9T
Q3 FY26
$1.6B
Revenue
$92.3B
Q1 FY27
FY25
$5.1B
Revenue
$332B
FY26
Change
Change
TWLO
207.33
▲
+1.12%
vs
MSFT
508.04
▼
−2.66%
Closed
Nov 2 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only TWLO
4
GOOGL
Google
supplier
MSFT
Microsoft
supplier
AMZN
Amazon Web Services ("AWS")
supplier
—
Yahoo
unlisted
supplier
Shared
0
No shared counterparties.
Only MSFT
96
ANET
Arista Networks
supplier
EA
Electronic Arts
supplier
TTWO
Take Two Interactive Software
supplier
WEC
WEC Energy
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
92 more · MSFT chain
›