Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 496.71 · gapped above the open, then crossed back over prior close. High/low 503.97 at 9:30 am ET, 496.29 at 3:30 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of MSFT revenue | Skew |
|---|---|---|---|
| CRWVCoreWeave, Inc. | 67.00% | 1.04% | 65× |
| AAOIApplied Optoelectronics, Inc. | 43.70% | 0.06% | 728× |
| RBLXRoblox Corp | 30.00% | 0.44% | 68× |
| ANETArista Networks, Inc. | 20.00% | 0.54% | 37× |
| EAElectronic Arts Inc. | 16.00% | 0.36% | 44× |
| CNXNPC Connection Inc | 16.00% | 0.14% | 116× |
| TTWOTake Two Interactive Software Inc | 10.00% | 0.20% | 50× |
| KRCKilroy Realty Corp | 3.30% | 0.01% | 268× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“In 2024 , Microsoft represented 43.7% of our revenue, Digicomm represented 35.1% of our revenue and Oracle represented 12.4% of our revenue.”
$199M relationship728× more of AAOI’s book than MSFT’s
basisAAOI fy2025 · closed 2025-12 $456MMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001437749-25-005575cik 0001158114disclosed by AAOI
“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”
FILING10-K0001707753-26-000018cik 0001707753disclosed by ESTC
“For instance, we rely on computing infrastructure operated by Amazon Web Services ("AWS") and Microsoft Azure ("Azure") to host or operate some or all of certain key products or functions of our business.”
FILING10-K0001859392-26-000016cik 0001859392disclosed by GLXY
“SCALE is delivered as a cloud-based solution on Microsoft's Azure platform.”
FILING10-K0001193125-26-037138cik 0001056696disclosed by MANH
“We outsource substantially all of the infrastructure relating to Atlas across AWS, Microsoft Azure and GCP to host our cloud offering.”
FILING10-K0001628280-26-016799cik 0001441816disclosed by MDB
“In connection with the technology agreement with TCS, Xerox also entered into seven-year agreements with both SAP Limited (SAP), who will provide Xerox with a cloud-based digital ERP platform, and Microsoft, who will provide their Azure cloud platform services.”
FILING10-K0001770450-26-000009cik 0001770450disclosed by XRX
“In 2025 and early 2026, we secured significant long-term committed contracts with two large hyperscalers, Microsoft and Meta.”
FILING20-F0001104659-26-052948cik 0001513845disclosed by NBIS
“For example, sales to our end customer Microsoft represented 20%, 18% and 16% of our total revenue for the years ended 2024, 2023 and 2022 respectively.”
$1.8B relationship37× more of ANET’s book than MSFT’s
basisANET fy2025 · closed 2025-12 $9.0BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001596532-25-000028cik 0001596532disclosed by ANET
“In 2025, Wyoming Electric continued to grow its large-load demand from existing data center customers, Microsoft and Meta, under its LPCS Tariff.”
FILING10-K0001193125-26-046028cik 0001130464disclosed by BKH
“As of December 31, 2025 notable customers of the ClearanceJobs and Dice businesses included AT&T, Adecco, CACI, Cisco, Capital One, General Dynamics, Kforce, Microsoft, and Northrop Grumman.”
FILING10-K0001393883-26-000041cik 0001393883disclosed by DHX
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
FILING10-K0001308547-25-000007cik 0001308547disclosed by DLB
“In fiscal year 2026, our direct sales to Sony and Microsoft represented approximately 39 percent and 16 percent of total net revenue, respectively.”
$1.2B relationship44× more of EA’s book than MSFT’s
basisEA fy2026 · closed 2026-03 $7.5BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001628280-26-033617cik 0000712515disclosed by EA
“5 LinkedIn Corporation / Microsoft Corporation San Francisco Bay Area 26,142 587,429 3.3% 3.4% 2026 1.7”
$41M relationship268× more of KRC’s book than MSFT’s
basisKRC fy2025 · closed 2025-12 $1.2BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001025996-25-000052cik 0001025996disclosed by KRC
“A representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.”
FILING10-K0001069258-25-000008cik 0001069258disclosed by KTOS
“We completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.”
FILING10-K0001289419-26-000013cik 0001289419disclosed by MORN
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
FILING10-K0001628280-25-026694cik 0000946581disclosed by TTWO
“Our principal supplier of cloud services is Microsoft, with whom we have entered into a multi-year contract for a committed level of expenditures for Azure.”
FILING10-K0001031308-26-000007cik 0001031308disclosed by BSY
“Our reliance on cloud service providers such as Amazon Web Services, Microsoft Azure and other third-party platforms exposes us to risks from service interruptions, outages or security failures outside of our control.”
FILING10-K0001341766-26-000024cik 0001341766disclosed by CELH
“Products manufactured by Microsoft Corporation, HP Inc., and Dell Inc. represented approximately 16%, 13%, and 12%, respectively, of our total product purchases in 2025.”
$460M relationship116× more of CNXN’s book than MSFT’s
basisCNXN fy2025 · closed 2025-12 $2.9BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001104659-26-019108cik 0001050377disclosed by CNXN
“We rely on Microsoft's products and services, including Azure, and other third parties to support certain of our products, services, customers, and business operations.”
FILING10-K0001169561-25-000034cik 0001169561disclosed by CVLT
“We operate co-location data centers in several locations, and we also leverage public cloud infrastructure for an increasing number of services, as we continue to migrate our production services from our data center hosting facilities to Microsoft Azure Cloud, a third-party cloud provider.”
FILING10-K0001261333-26-000021cik 0001261333disclosed by DOCU
“We currently host our Dynatrace solutions on cloud infrastructure hyperscaler providers, such as AWS, Azure and GCP.”
FILING10-K0001773383-26-000019cik 0001773383disclosed by DT
“Examples of global brands we distribute include iTunes, Google Play, Sony, and Microsoft.”
FILING10-K0001554855-26-000131cik 0001029199disclosed by EEFT
“For example, we currently partner with public cloud partners, AWS, Microsoft Azure, including Azure DevOps (Azure), and Alphabet Inc.'s Google Cloud ("Google Cloud").”
FILING10-K0001193125-26-051382cik 0001800667disclosed by FROG
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Microsoft Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
Microsoft Corp has 24 disclosed suppliers and 75 disclosed customers. Each one is named in an SEC filing, either Microsoft Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
MSFT (Microsoft Corp) has 24 disclosed suppliers and 75 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SWKS +12.81%, in the semis bundle.