Microsoft Corporation (MSFT) |
|
|
|
Microsoft's Customers Performance
MSFT
|
MSFT's Source of Revenues |
Microsoft's Corporate Customers have recorded an advance in their cost of revenue by 2.95 % in the 3 quarter 2023 year on year, sequentially costs of revenue grew by 4.8 %. During the corresponding time, Microsoft Corporation recorded revenue increase by 12.76 % year on year, sequentially revenue grew by 0.58 %. While revenue at the Microsoft Corporation's corporate clients recorded rose by 4.1 % year on year, sequentially revenue grew by 1.32 %.
• List of MSFT Customers
|
|
Microsoft's Customers have recorded an advance in their cost of revenue by 2.95 % in the 3 quarter 2023 year on year, sequentially costs of revenue grew by 4.8 %, for the same period Microsoft Corporation recorded revenue increase by 12.76 % year on year, sequentially revenue grew by 0.58 %.
• List of MSFT Customers
Select the Relationship:
|
|
Select the Category:
|
|
Customers Net Income grew in Q3 by |
Customers Net margin grew to |
82.61 % |
5.65 % |
Microsoft's Comment on Sales, Marketing and Customers
We distribute software through OEMs that pre-install our software on new PCs,
tablets, servers, smartphones, and other intelligent devices that they sell
to end customers. The largest component of the OEM business is the Windows operating
system pre-installed on computing devices. OEMs also sell hardware pre-installed
with other Microsoft products, including server and embedded operating systems
and applications such as our Microsoft Office suite. In addition to these products,
we also market our services through OEMs and service bundles such as Windows
with Bing or Windows with Office 365 subscription.
There are two broad categories of OEMs. The largest OEMs, many of which operate
globally, are referred to as “Direct OEMs,” as our relationship
with them is managed through a direct agreement between Microsoft and the OEM.
We have distribution agreements covering one or more of our products with virtually
all of the multinational OEMs, including Acer, ASUS, Dell, Fujitsu, HTC, Hewlett-Packard,
LG, Lenovo, Samsung, Sony, Toshiba, and with many regional and local OEMs. The
second broad category of OEMs consists of lower-volume PC manufacturers (also
called “system builders”), which source their Microsoft software
for pre-installation and local redistribution primarily through the Microsoft
distributor channel rather than through a direct agreement or relationship with
Microsoft.
Many organizations that license our products and services through enterprise
agreements transact directly with us, with sales support from solution integrators,
independent software vendors, web agencies, and developers that advise organizations
on licensing our products and services (“Enterprise Agreement Direct Advisors”,
or “EDAs”). Organizations also license our products and services
indirectly, primarily through license solutions partners (“LSPs”),
distributors, value-added resellers (“VARs”), OEMs, system builder
channels, and retailers. Although each type of reselling partner reaches organizations
of all sizes, LSPs are primarily engaged with large organizations, distributors
resell primarily to VARs, and VARs typically reach small-sized and medium-sized
organizations. EDAs typically are also authorized as LSPs and operate as resellers
for our other licensing programs, such as the Select Plus and Open licensing
programs discussed under “Licensing Options” below. Some of our
distributors include Ingram Micro and Tech Data, and some of our largest resellers
include CDW, Dell, Insight Enterprises, and Software House International.
Our Microsoft Dynamics software offerings are also licensed to enterprises through
a global network of channel partners providing vertical solutions and specialized
services. We distribute our retail packaged products primarily through independent
non-exclusive distributors, authorized replicators, resellers, and retail outlets.
Individual consumers obtain these products primarily through retail outlets,
such as Wal-Mart, Dixons, and Microsoft retail stores. We distribute our hardware
products, including Surface, Xbox, phones, and PC accessories, through third-party
retailers and Microsoft retail stores. Our phones are also distributed through
global wireless communications carriers. We have a network of field sales representatives
and field support personnel that solicits orders from distributors and resellers,
and provides product training and sales support.
|
Microsoft's Comment on Sales, Marketing and Customers
We distribute software through OEMs that pre-install our software on new PCs,
tablets, servers, smartphones, and other intelligent devices that they sell
to end customers. The largest component of the OEM business is the Windows operating
system pre-installed on computing devices. OEMs also sell hardware pre-installed
with other Microsoft products, including server and embedded operating systems
and applications such as our Microsoft Office suite. In addition to these products,
we also market our services through OEMs and service bundles such as Windows
with Bing or Windows with Office 365 subscription.
There are two broad categories of OEMs. The largest OEMs, many of which operate
globally, are referred to as “Direct OEMs,” as our relationship
with them is managed through a direct agreement between Microsoft and the OEM.
We have distribution agreements covering one or more of our products with virtually
all of the multinational OEMs, including Acer, ASUS, Dell, Fujitsu, HTC, Hewlett-Packard,
LG, Lenovo, Samsung, Sony, Toshiba, and with many regional and local OEMs. The
second broad category of OEMs consists of lower-volume PC manufacturers (also
called “system builders”), which source their Microsoft software
for pre-installation and local redistribution primarily through the Microsoft
distributor channel rather than through a direct agreement or relationship with
Microsoft.
Many organizations that license our products and services through enterprise
agreements transact directly with us, with sales support from solution integrators,
independent software vendors, web agencies, and developers that advise organizations
on licensing our products and services (“Enterprise Agreement Direct Advisors”,
or “EDAs”). Organizations also license our products and services
indirectly, primarily through license solutions partners (“LSPs”),
distributors, value-added resellers (“VARs”), OEMs, system builder
channels, and retailers. Although each type of reselling partner reaches organizations
of all sizes, LSPs are primarily engaged with large organizations, distributors
resell primarily to VARs, and VARs typically reach small-sized and medium-sized
organizations. EDAs typically are also authorized as LSPs and operate as resellers
for our other licensing programs, such as the Select Plus and Open licensing
programs discussed under “Licensing Options” below. Some of our
distributors include Ingram Micro and Tech Data, and some of our largest resellers
include CDW, Dell, Insight Enterprises, and Software House International.
Our Microsoft Dynamics software offerings are also licensed to enterprises through
a global network of channel partners providing vertical solutions and specialized
services. We distribute our retail packaged products primarily through independent
non-exclusive distributors, authorized replicators, resellers, and retail outlets.
Individual consumers obtain these products primarily through retail outlets,
such as Wal-Mart, Dixons, and Microsoft retail stores. We distribute our hardware
products, including Surface, Xbox, phones, and PC accessories, through third-party
retailers and Microsoft retail stores. Our phones are also distributed through
global wireless communications carriers. We have a network of field sales representatives
and field support personnel that solicits orders from distributors and resellers,
and provides product training and sales support.
MSFT's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Microsoft Corporation |
3,114,041.84 |
218,310.00 |
77,096.00 |
221,000 |
Cisco Systems Inc |
200,676.71 |
57,233.00 |
13,442.00 |
83,300 |
Adobe Inc |
235,975.64 |
19,409.00 |
5,428.00 |
22,516 |
Best Buy Co Inc |
16,851.82 |
46,298.00 |
1,419.00 |
105,000 |
Hp inc |
29,999.88 |
53,075.00 |
3,398.00 |
58,000 |
International Business Machines Corporation |
176,665.65 |
61,860.00 |
7,502.00 |
307,600 |
Netapp Inc |
21,479.80 |
6,101.00 |
692.00 |
12,000 |
Unisys Corp |
331.05 |
2,015.40 |
-427.10 |
23,200 |
Walmart Inc |
494,240.55 |
611,289.00 |
11,292.00 |
2,300,000 |
Xerox Holdings Corporation |
2,379.00 |
6,886.00 |
1.00 |
26,475 |
Target Corporation |
77,571.30 |
107,412.00 |
4,138.00 |
450,000 |
Amazon com Inc |
1,830,535.86 |
574,785.00 |
30,425.00 |
1,608,000 |
Juniper Networks Inc |
11,986.78 |
5,563.90 |
310.20 |
10,191 |
Ciena Corp |
7,219.48 |
4,367.74 |
228.13 |
5,161 |
Dell Technologies Inc |
78,874.84 |
90,042.00 |
5,928.00 |
133,000 |
Motorola Solutions inc |
58,520.77 |
9,978.00 |
1,714.00 |
18,700 |
Big Lots Inc |
106.07 |
4,831.39 |
-463.63 |
36,100 |
Electronic Systems Technology Inc |
0.00 |
1.54 |
-0.16 |
11 |
Kyndryl Holdings Inc |
4,963.95 |
16,458.00 |
-1,032.00 |
90,000 |
Adtran Holdings Inc |
417.81 |
820.74 |
-117.36 |
2,060 |
Alarm com Holdings Inc |
3,854.04 |
881.68 |
80.34 |
784 |
Cleartronic Inc |
13.61 |
2.23 |
0.06 |
8 |
Everbridge Inc |
1,524.47 |
450.00 |
-11.85 |
581 |
Nuance Communications Inc |
17,768.93 |
1,338.06 |
-99.18 |
11,600 |
Maxlinear Inc |
1,409.08 |
692.66 |
-73.15 |
753 |
Alpine 4 Holdings Inc |
17.82 |
105.85 |
-20.56 |
0 |
Amplitech Group Inc |
17.49 |
15.85 |
-2.83 |
5 |
Clearfield Inc |
439.20 |
216.03 |
13.01 |
230 |
Franklin Wireless Corp |
0.00 |
47.36 |
-2.42 |
67 |
Infinera Corporation |
1,064.09 |
1,644.25 |
-7.15 |
2,145 |
Pineapple Energy Inc |
0.63 |
72.84 |
-17.48 |
0 |
Lumentum Holdings Inc |
3,144.29 |
1,361.30 |
-39.20 |
2,930 |
George Risk Industries Inc |
64.45 |
20.02 |
6.65 |
175 |
Utstarcom Holdings Corp |
24.00 |
14.05 |
-5.00 |
481 |
Infosys Limited |
80,278.80 |
18,212.00 |
2,983.00 |
259,612 |
Amdocs Limited |
10,962.30 |
4,887.55 |
542.96 |
31,000 |
Okta Inc |
17,321.38 |
1,858.00 |
-815.00 |
5,030 |
Cyberark Software Ltd |
10,845.14 |
751.89 |
-66.50 |
2,400 |
Ironnet Inc |
0.34 |
27.54 |
-242.65 |
316 |
Audiocodes ltd |
414.05 |
275.09 |
28.47 |
885 |
Super Micro Computer Inc |
58,117.49 |
9,250.70 |
732.38 |
0 |
Extreme Networks Inc |
1,502.79 |
1,366.97 |
94.17 |
2,643 |
Snap One Holdings Corp |
596.78 |
1,060.98 |
-21.37 |
1,492 |
Cambium Networks Corp |
117.66 |
264.41 |
-14.56 |
573 |
Casa Systems Inc |
29.25 |
249.41 |
-107.17 |
1,004 |
Intel Corporation |
180,342.98 |
54,228.00 |
1,675.00 |
121,100 |
Jabil Inc |
16,404.18 |
33,454.00 |
789.00 |
161,000 |
Itt Inc |
10,467.75 |
3,283.00 |
413.80 |
9,400 |
Lockheed Martin Corporation |
108,811.03 |
67,571.00 |
6,920.00 |
114,000 |
Boeing Co |
108,884.05 |
77,794.00 |
-2,242.00 |
142,000 |
Microchip Technology Incorporated |
48,135.72 |
8,539.50 |
2,356.20 |
21,000 |
Sai tech Global Corporation |
22.17 |
10.64 |
-8.85 |
0 |
Leidos Holdings Inc |
17,460.87 |
15,438.00 |
208.00 |
43,000 |
Ptc Inc |
21,891.20 |
2,097.05 |
245.54 |
6,503 |
Avid Technology Inc |
1,195.41 |
413.46 |
12.95 |
1,522 |
Sifco Industries Inc |
18.46 |
85.97 |
-9.53 |
465 |
Irobot Corporation |
254.89 |
890.58 |
-304.71 |
622 |
Falconstor Software Inc |
16.02 |
10.27 |
-1.20 |
81 |
Nutanix Inc |
15,643.72 |
1,939.19 |
-171.30 |
2,813 |
Ambarella Inc |
1,972.22 |
239.88 |
-105.35 |
706 |
Kimball Electronics Inc |
506.24 |
1,839.63 |
54.65 |
5,700 |
Ttm Technologies Inc |
1,436.31 |
2,034.56 |
-70.21 |
29,000 |
Celestica inc |
5,376.21 |
7,960.50 |
244.60 |
28,000 |
Dish Network Corporation |
3,081.38 |
15,616.45 |
1,303.29 |
14,500 |
Viasat Inc |
2,084.62 |
3,226.46 |
316.68 |
5,200 |
Globalfoundries Inc |
28,759.20 |
8,108.00 |
1,446.00 |
14,600 |
Micropac Industries Inc |
34.36 |
30.64 |
0.63 |
0 |
Eltek Ltd |
60.86 |
33.82 |
5.04 |
0 |
Hewlett Packard Enterprise Company |
22,450.96 |
28,081.00 |
1,911.00 |
60,200 |
Quantum Corp |
59.95 |
406.61 |
-38.30 |
905 |
Pure Storage Inc |
16,710.90 |
2,278.88 |
-145.99 |
4,200 |
Nasdaq Inc |
30,695.73 |
6,064.00 |
1,057.00 |
5,814 |
Cme Group Inc |
78,701.58 |
5,578.90 |
7,339.20 |
3,480 |
Intercontinental Exchange Inc |
75,956.85 |
10,222.00 |
2,438.00 |
8,858 |
Cboe Global Markets Inc |
19,516.51 |
3,958.50 |
761.40 |
1,196 |
Cowen inc |
1,229.08 |
1,537.72 |
65.86 |
769 |
Stonex Group Inc |
2,065.04 |
67,417.50 |
231.00 |
450 |
Marketaxess Holdings Inc |
8,246.37 |
732.97 |
247.65 |
676 |
Morningstar inc |
12,949.89 |
2,038.60 |
141.10 |
3,930 |
Moody s Corporation |
70,700.64 |
5,916.00 |
1,608.00 |
13,460 |
Value Line Inc |
368.31 |
39.79 |
18.27 |
178 |
Clearwater Analytics Holdings Inc |
3,305.00 |
368.04 |
-23.08 |
1,371 |
Gamestop Corp |
4,246.72 |
5,705.60 |
-8.20 |
18,000 |
Allied Gaming and Entertainment Inc |
35.29 |
6.80 |
-10.82 |
0 |
Bill Holdings Inc |
7,146.02 |
1,190.64 |
-115.29 |
2,269 |
Elastic N v |
10,617.53 |
1,211.06 |
56.09 |
2,978 |
Asana Inc |
3,475.40 |
547.21 |
-407.77 |
1,666 |
Smartsheet Inc |
5,225.05 |
913.65 |
-138.39 |
2,539 |
Dynatrace Inc |
13,621.68 |
1,246.96 |
196.98 |
3,600 |
Kaltura Inc |
177.28 |
174.23 |
46.37 |
758 |
Ziprecruiter Inc |
1,248.80 |
645.41 |
49.10 |
1,150 |
Bumble Inc |
1,503.17 |
1,017.40 |
-127.90 |
700 |
Vimeo inc |
945.68 |
416.64 |
22.03 |
1,219 |
Interpublic Group Of Companies Inc |
12,498.64 |
10,889.30 |
1,118.10 |
55,600 |
Omnicom Group Inc |
18,676.17 |
14,692.20 |
1,473.20 |
71,700 |
Innovid Corp |
278.04 |
133.20 |
-42.78 |
396 |
Wpp Plc |
49,997.74 |
12,801.10 |
720.70 |
109,382 |
Stagwell Inc |
667.01 |
2,527.18 |
41.64 |
9,100 |
Garmin Ltd |
28,014.65 |
5,051.15 |
1,040.78 |
18,700 |
Vuzix Corp |
84.22 |
13.96 |
-41.03 |
61 |
Ncr Voyix Corporation |
1,767.26 |
3,830.00 |
-423.00 |
0 |
Teradata Corporation |
3,829.77 |
1,833.00 |
62.00 |
10,800 |
Cerner Corporation |
28,128.21 |
5,806.85 |
589.47 |
27,400 |
Salesforce Inc |
295,930.80 |
31,352.00 |
208.00 |
73,541 |
Oracle Corporation |
360,012.60 |
97,664.00 |
10,137.00 |
143,000 |
Accenture Plc |
237,539.25 |
64,588.25 |
6,887.19 |
721,000 |
Bentley Systems Incorporated |
15,970.08 |
1,228.33 |
326.79 |
4,500 |
Aspen Technology inc |
12,521.31 |
1,055.64 |
-86.34 |
1,419 |
Domo Inc |
338.77 |
266.88 |
-73.26 |
917 |
Trubridge Inc |
0.00 |
339.44 |
-45.79 |
0 |
Allscripts Healthcare Solutions Inc |
6.96 |
837.19 |
60.63 |
8,900 |
Egain Corporation |
199.66 |
93.50 |
7.01 |
479 |
Hubspot Inc |
30,023.09 |
2,057.45 |
-178.33 |
2,081 |
Kallo Inc. |
0.00 |
0.00 |
-0.71 |
4 |
Liveperson Inc |
78.46 |
401.98 |
-4.16 |
981 |
Manhattan Associates Inc |
15,390.57 |
888.57 |
165.70 |
2,790 |
Mcx Technologies Corporation |
0.37 |
0.10 |
-0.22 |
4 |
Microstrategy Incorporated |
21,370.75 |
503.67 |
90.33 |
2,216 |
Carecloud Inc |
19.62 |
121.18 |
-4.48 |
0 |
Servicenow Inc |
155,378.84 |
8,971.00 |
1,731.00 |
16,881 |
Paylocity Holding Corporation |
9,588.60 |
1,292.26 |
167.50 |
2,115 |
Progress Software Corp |
2,361.66 |
700.07 |
72.11 |
1,470 |
Qad Inc |
1,785.25 |
330.35 |
-20.09 |
2,400 |
Block Inc |
39,508.20 |
21,915.62 |
-21.12 |
2,338 |
Upland Software Inc |
78.97 |
297.49 |
-179.87 |
375 |
Model N Inc |
993.92 |
252.71 |
-31.67 |
864 |
Bigcommerce Holdings Inc |
543.54 |
296.87 |
-94.48 |
1,337 |
Genpact Limited |
6,157.05 |
4,476.67 |
631.26 |
109,600 |
Atlassian Corporation |
50,946.98 |
3,892.44 |
-384.34 |
6,433 |
Sap Se |
245,789.32 |
34,575.52 |
1,912.96 |
107,415 |
Wix com Ltd |
8.03 |
1,269.66 |
-117.21 |
4,700 |
Vnet Group inc |
1,649.48 |
196.93 |
-110.48 |
2,599 |
Health Catalyst Inc |
430.19 |
295.94 |
-0.36 |
1,200 |
Ceridian Hcm Holding Inc |
10,823.83 |
1,450.10 |
4.00 |
7,462 |
Dropbox Inc |
8,299.84 |
2,501.10 |
453.60 |
2,667 |
Gitlab Inc |
8,568.99 |
538.25 |
-432.58 |
1,630 |
Paycor Hcm Inc |
3,435.93 |
604.65 |
-83.55 |
0 |
Squarespace Inc |
4,881.64 |
1,011.82 |
-7.08 |
1,600 |
Sprinklr Inc |
3,731.17 |
575.84 |
-26.14 |
3,245 |
Freshworks Inc |
5,254.73 |
596.06 |
-137.44 |
4,600 |
Pagerduty Inc |
2,035.66 |
370.79 |
-129.23 |
950 |
Amplitude Inc |
1,285.13 |
269.67 |
-95.87 |
612 |
Expensify Inc |
151.73 |
149.80 |
-41.46 |
144 |
Red Violet Inc |
262.24 |
58.21 |
13.06 |
139 |
Monday com Ltd |
10,796.34 |
729.70 |
-1.88 |
0 |
Wimi Hologram Cloud Inc |
0.00 |
97.97 |
-54.10 |
210 |
Premier Inc |
2,616.04 |
1,314.66 |
162.83 |
2,600 |
Evolent Health Inc |
3,575.39 |
1,963.90 |
-113.04 |
3,500 |
Decisionpoint Systems Inc |
67.11 |
109.57 |
3.18 |
100 |
Verizon Communications Inc |
168,635.28 |
133,974.00 |
12,095.00 |
118,400 |
At and t Inc |
124,630.25 |
122,428.00 |
15,623.00 |
203,000 |
T mobile Us Inc |
193,403.25 |
78,558.00 |
8,317.00 |
75,000 |
Broadcom Inc |
577,791.08 |
38,865.00 |
11,633.00 |
20,000 |
Transunion |
15,000.57 |
3,851.90 |
-190.80 |
4,200 |
Equifax inc |
31,611.29 |
5,265.20 |
551.70 |
12,700 |
Medallia Inc |
5,406.72 |
433.88 |
-142.29 |
1,500 |
Qualtrics International Inc |
10,871.56 |
1,532.75 |
-1,028.12 |
4,808 |
Sprout Social Inc |
3,160.59 |
333.38 |
-66.43 |
887 |
Evercommerce Inc |
1,668.93 |
675.37 |
-45.62 |
2,200 |
Select Medical Holdings Corp |
3,635.79 |
6,664.06 |
299.73 |
48,000 |
Momentive Global Inc |
1,409.82 |
482.75 |
-76.33 |
1,600 |
SUBTOTAL |
7,273,959.28 |
2,919,200.11 |
187,131.39 |
8,524,058 |
|