Microsoft Corporation (MSFT) |
|
|
|
Microsoft's Customers Performance
MSFT
|
MSFT's Source of Revenues |
Microsoft's Customers have recorded an increase in their cost of revenue by 10.43 % in the 4 quarter 2020 year on year, sequentially costs of revenue grew by 21.47 %, for the same period Microsoft Corporation recorded revenue increase by 16.72 % year on year, sequentially revenue grew by 15.94 %.
• List of MSFT Customers
|
|
Microsoft's Customers have recorded an increase in their cost of revenue by 10.43 % in the 4 quarter 2020 year on year, sequentially costs of revenue grew by 21.47 %, for the same period Microsoft Corporation recorded revenue increase by 16.72 % year on year, sequentially revenue grew by 15.94 %.
• List of MSFT Customers
Select the Relationship:
|
|
Select the Category:
|
|
Customers Net Income fell in Q4 by |
Customers Net margin fell to % |
-92.61 % |
0.52 % |
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 |
1,769,806 |
153,284 |
51,310 |
118,000 |
Acacia Communications Inc |
4,971 |
548 |
69 |
354 |
Adobe Inc |
218,540 |
12,635 |
5,319 |
12,499 |
Adtran Inc |
817 |
507 |
2 |
2,060 |
Alpine 4 Technologies Ltd |
0 |
34 |
-6 |
132 |
Alarm com Holdings Inc |
4,576 |
618 |
77 |
784 |
Amplitech Group Inc |
818 |
4 |
-1 |
5 |
Amazon com Inc |
1,586,673 |
386,064 |
21,331 |
117,300 |
Best Buy Co inc |
26,462 |
45,521 |
1,727 |
125,000 |
Big Lots Inc |
2,490 |
6,068 |
625 |
36,100 |
Ciena Corp |
8,171 |
3,532 |
361 |
5,161 |
Clearfield Inc |
444 |
101 |
10 |
230 |
Cleartronic Inc |
11 |
2 |
0 |
8 |
Cisco Systems Inc |
189,980 |
48,026 |
10,129 |
70,000 |
Dell Technologies Inc |
62,016 |
91,506 |
2,249 |
0 |
Electronic Systems Technology Inc |
1 |
1 |
0 |
11 |
Everbridge Inc |
5,380 |
271 |
-93 |
581 |
Franklin Wireless Corp |
244 |
182 |
19 |
67 |
Hp inc |
39,312 |
56,639 |
2,844 |
0 |
International Business Machines Corporation |
106,925 |
73,620 |
5,590 |
379,592 |
Infinera Corp |
1,862 |
1,387 |
-263 |
2,145 |
Inphi Corp |
8,670 |
683 |
-60 |
616 |
Communications Systems Inc |
50 |
31 |
2 |
447 |
Juniper Networks Inc |
7,871 |
4,445 |
258 |
9,234 |
Lumentum Holdings Inc |
7,056 |
704 |
310 |
2,930 |
Ameriprise Financial Inc |
0 |
0 |
1,134 |
0 |
Lexmark International Inc |
0 |
0 |
0 |
12,700 |
Mrv Communications Inc |
68 |
81 |
-9 |
235 |
Motorola Solutions inc |
30,428 |
7,414 |
953 |
15,000 |
Maxlinear Inc |
2,957 |
479 |
-99 |
753 |
Numerex Corp |
75 |
67 |
-21 |
157 |
Netapp Inc |
14,022 |
5,524 |
687 |
12,810 |
Nutanix Inc |
6,059 |
1,308 |
-873 |
2,813 |
Nuance Communications Inc |
14,014 |
1,406 |
-12 |
11,600 |
George Risk Industries Inc |
58 |
16 |
4 |
175 |
Staples Inc |
6,737 |
38,193 |
-2,500 |
44,400 |
Target Corp |
92,711 |
88,620 |
3,822 |
347,000 |
Unisys Corp |
1,514 |
2,026 |
751 |
23,200 |
Utstarcom Holdings Corp |
57 |
66 |
-4 |
481 |
Walmart Inc |
370,012 |
532,467 |
10,106 |
0 |
Xerox Holdings Corporation |
16,004 |
7,022 |
192 |
0 |
Ambarella Inc |
3,917 |
218 |
-60 |
706 |
Arotech Corp |
80 |
91 |
-1 |
523 |
Avid Technology Inc |
868 |
372 |
19 |
1,522 |
Boeing Co |
121,839 |
58,158 |
-11,941 |
168,400 |
Cyalume Technologies Holdings, Inc. |
24 |
43 |
2 |
462 |
Dish Network Corporation |
18,575 |
15,493 |
1,874 |
0 |
Endurance International Group Holdings Inc |
1,397 |
1,102 |
19 |
3,664 |
Scandium International Mining Corp |
0 |
0 |
-1 |
70,000 |
Falconstor Software Inc |
39 |
15 |
1 |
81 |
Gilat Satellite Networks Ltd |
783 |
263 |
37 |
1,041 |
Intel Corporation |
250,474 |
77,867 |
20,899 |
106,700 |
Irobot Corporation |
3,643 |
1,430 |
147 |
622 |
Itt Inc |
7,286 |
2,478 |
74 |
9,400 |
Jabil Inc |
6,601 |
27,593 |
217 |
161,000 |
Kimball Electronics Inc |
591 |
1,232 |
37 |
5,700 |
Kyocera Corp |
20,233 |
13,537 |
1,045 |
75,940 |
Leidos Holdings Inc |
12,720 |
12,297 |
629 |
19,000 |
Lockheed Martin Corporation |
92,761 |
65,398 |
6,833 |
113,000 |
Microchip Technology Incorporated |
42,034 |
5,298 |
333 |
9,449 |
Orbital Atk, Inc. |
7,801 |
4,991 |
345 |
12,300 |
Orbit International Corp |
0 |
0 |
0 |
122 |
Ptc Inc |
16,105 |
1,531 |
119 |
0 |
Raytheon Company |
32,665 |
29,176 |
3,329 |
61,000 |
SAIC, Inc. |
0 |
0 |
0 |
0 |
Sifco Industries Inc |
48 |
112 |
14 |
465 |
Ttm Technologies Inc |
1,342 |
2,105 |
178 |
29,000 |
Viasat Inc |
3,512 |
2,252 |
8 |
5,200 |
Web.com Group, Inc. |
1,373 |
751 |
52 |
3,600 |
Bgc Partners Inc |
1,627 |
2,064 |
59 |
7,841 |
Cboe Global Markets Inc |
10,707 |
3,427 |
468 |
564 |
Cme Group Inc |
71,611 |
4,884 |
0 |
2,680 |
Cowen Inc |
1,014 |
1,402 |
132 |
769 |
Gain Capital Holdings Inc |
227 |
383 |
45 |
772 |
Intercontinental Exchange Inc |
62,325 |
8,254 |
2,108 |
2,902 |
Indo Global Exchange(s) Pte, Ltd. |
0 |
0 |
0 |
1 |
Moody s Corporation |
52,037 |
5,371 |
1,777 |
9,900 |
Marketaxess Holdings Inc |
21,230 |
692 |
299 |
342 |
Morningstar inc |
19,353 |
1,298 |
224 |
3,930 |
Nasdaq Inc |
23,223 |
4,932 |
933 |
3,687 |
Stonex Group Inc |
1,123 |
55,517 |
173 |
0 |
Value Line Inc |
277 |
42 |
18 |
178 |
Gamestop Corp |
6,633 |
5,162 |
-275 |
18,000 |
United Breweries Co Inc |
0 |
2,646 |
211 |
0 |
Interpublic Group Of Companies Inc |
10,391 |
9,061 |
354 |
47,400 |
Omnicom Group Inc |
14,598 |
13,171 |
1,021 |
0 |
East Coast Diversified Corp |
0 |
0 |
0 |
12 |
Garmin Ltd |
23,871 |
4,187 |
992 |
11,185 |
Vuzix Corp |
750 |
9 |
-24 |
61 |
Accenture Plc |
162,302 |
44,730 |
5,332 |
275,000 |
AFFILIATED COMPUTER SERVICES, INC. |
0 |
0 |
0 |
0 |
Apptio Inc |
1,624 |
199 |
-27 |
753 |
Aspen Technology inc |
10,295 |
689 |
307 |
1,419 |
Broadvision Inc |
22 |
4 |
-2 |
104 |
Cerner Corporation |
21,380 |
5,506 |
780 |
15,800 |
Computer Programs And Systems Inc |
443 |
282 |
22 |
2,000 |
Salesforce com Inc |
203,294 |
20,286 |
3,557 |
16,000 |
Computer Sciences Corp |
0 |
7,607 |
-100 |
70,000 |
Convergys Corp. |
2,397 |
2,739 |
113 |
0 |
Tableau Software Inc |
14,700 |
1,231 |
-143 |
3,489 |
Determine, Inc. |
2 |
27 |
-12 |
148 |
Edgewater Technology Inc |
63 |
108 |
-31 |
441 |
ELECTRONIC DATA SYSTEMS CORP. |
0 |
0 |
0 |
0 |
Egain Corporation |
380 |
76 |
8 |
479 |
Hortonworks, Inc. |
1,118 |
285 |
-192 |
1,175 |
Hubspot Inc |
23,688 |
883 |
-85 |
2,081 |
Internap Corp |
2 |
292 |
-138 |
503 |
Jive Software, Inc. |
415 |
204 |
-8 |
595 |
Kallo Inc |
47 |
0 |
-3 |
4 |
Liveperson Inc |
4,361 |
344 |
-122 |
981 |
Mam Software Group, Inc. |
149 |
38 |
4 |
244 |
Manhattan Associates Inc |
7,928 |
586 |
87 |
2,790 |
Mcx Technologies Corp |
5 |
3 |
0 |
4 |
Allscripts Healthcare Solutions Inc |
5,062 |
1,503 |
700 |
8,900 |
Medical Information Technology Inc |
0 |
512 |
72 |
3,700 |
Model N Inc |
1,480 |
165 |
-16 |
864 |
Microstrategy Incorporated |
7,058 |
481 |
-8 |
2,216 |
Mtbc Inc |
128 |
105 |
-9 |
1,700 |
Ncr Corporation |
4,488 |
6,207 |
-78 |
30,200 |
Servicenow Inc |
110,245 |
4,519 |
119 |
6,222 |
Oracle Corporation |
196,497 |
75,820 |
10,380 |
132,000 |
Paylocity Holding Corporation |
10,772 |
584 |
67 |
2,115 |
Progress Software Corp |
1,920 |
442 |
80 |
1,470 |
Qad Inc |
909 |
303 |
3 |
0 |
SYMBOL TECHNOLOGIES, INC. |
0 |
0 |
0 |
0 |
Square Inc |
130,092 |
9,498 |
213 |
2,338 |
Teradata Corp |
6,252 |
2,164 |
57 |
10,800 |
Upland Software Inc |
1,452 |
292 |
-51 |
375 |
Atlantic Power Corporation |
338 |
267 |
-26 |
0 |
Broadcom Inc |
199,695 |
23,888 |
2,960 |
0 |
Broadcom Corp |
0 |
0 |
0 |
8,000 |
Cavium, Inc. |
6,006 |
985 |
-60 |
1,895 |
Ntt Docomo Inc |
0 |
40,793 |
4,429 |
26,374 |
Mellanox Technologies ltd |
7,199 |
1,331 |
205 |
2,448 |
T-Mobile US, Inc. |
0 |
0 |
0 |
0 |
Sprint Corporation |
35,420 |
32,458 |
-2,688 |
31,000 |
At and t Inc |
199,572 |
171,760 |
-3,821 |
0 |
T mobile Us Inc |
151,963 |
68,397 |
3,064 |
45,000 |
Equifax inc |
19,895 |
4,128 |
526 |
7,500 |
Intersections Inc |
89 |
158 |
-10 |
362 |
Transunion |
16,194 |
2,731 |
356 |
4,200 |
SUBTOTAL |
5,373,102 |
2,399,731 |
123,162 |
2,929,390 |
|
|