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U compared with MSFT: revenue, margins and what each company keeps, and the suppliers and customers both name
U
Unity Software Inc.
Change
Mkt cap
Revenue
Revenue
MSFT
Microsoft Corp
Change
Mkt cap
Revenue
Revenue
vs
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U
Unity Software 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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Revenue flow
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U
Unity Software Inc.
Change
37.70
▼
−4.01%
· post 37.58
Mkt cap
$16.6B
Revenue
$546M
Q2 FY26
Revenue
$1.8B
FY25
MSFT
Microsoft Corp
Change
523.20
▼
−1.31%
· post 522.96
Closed
Oct 30 '26
Mkt cap
$3.9T
Revenue
$92.3B
Q1 FY27
Revenue
$332B
FY26
vs
Compare
Closed
Oct 30 '26
U
Unity Software Inc.
vs
MSFT
Microsoft Corp
37.70
▼
−4.01%
post 37.58
Price
523.20
▼
−1.31%
post 522.96
$16.6B
Mkt cap
$3.9T
Q2 FY26
$546M
Revenue
$92.3B
Q1 FY27
FY25
$1.8B
Revenue
$332B
FY26
Change
Change
U
37.70
▼
−4.01%
vs
MSFT
523.20
▼
−1.31%
Closed
Oct 30 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
U: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
U, solid
MSFT, dashed
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only U
5
GOOGL
Google Cloud
supplier
MSFT
Azure
supplier
AMZN
AWS
supplier
META
Meta
customer
1 more · U chain
›
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
›