MSFT
Microsoft Corp
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Microsoft has 24 disclosed suppliers and 75 disclosed customers in SEC filings. Named in filings as Microsoft Azure (22), Bing (4) and Azure (3).
Microsoft Corp
523.20
−6.94 · −1.31%
post 522.96 −0.05%
SentenceWe recognized an aggregate of approximately 67% of our revenue from our top customer, Microsoft, for the year ended December 31, 2025.
basisCRWV FY2025 revenue $5.1BMSFT FY2026 revenue $332BFY mismatch
SentenceIn fiscal year 2026, our direct sales to Sony and Microsoft represented approximately 39 percent and 16 percent of total net revenue, respectively.
basisEA FY2026 revenue $7.5BMSFT FY2026 revenue $332BFY mismatch
SentenceFor example, we announced a five-year agreement with Microsoft in November 2025, which includes GPU acquisitions and the development of the "Horizon 1," "Horizon 2," "Horizon 3" and "Horizon 4" data center facilities representing approximately $9.7 billion of total contract value.
SentenceA 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.
SentenceWe 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.
SentenceIn 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.
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.16%
vs ±3.8% implied · ×0.04
shaded = implied · ▲▼ = realized
Expected move
Inputsspot 521.91exp Feb 19ATM strike 520ATM straddle 68.33IV 30%