Whatco

Microsoft

Enterprise software · United States

Microsoft sells cloud computing, business software and AI to organisations and consumers, mostly as subscriptions and usage-based services on Azure and Microsoft 365.

What makes it different

Customers have already contracted $678 billion of future revenue.

$678BCommercial contracted revenue to comeFY2026

This commercial backlog, mostly multi-year cloud commitments, lets Microsoft plan datacenter spending years ahead.

How big it is

How big is Microsoft?

$331.8BRevenueFY2026
$214.4BMicrosoft Cloud revenueFY2026
223,000EmployeesFY2026
How it makes money FY2026

Cloud servers and Microsoft 365 lead.

  • Server products and cloud services$129.4B
  • Microsoft 365 Commercial$102.0B
  • Xbox$21.8B
  • LinkedIn$19.8B
  • Windows and Devices$17.1B
  • Search advertising$15.2B
  • Microsoft 365 Consumer$9.2B
  • Dynamics$9.0B
  • Enterprise and partner services$8.3B
How the business works

Own the platform. Sell the seats.

  1. 1Azure cloud and AI platform
  2. 2Microsoft 365 per user
  3. 3Cloud usage and subscriptions

Per-seat subscriptions and metered cloud use turn one-time software sales into recurring revenue.

Brands and businesses

More than Microsoft.

Who owns it
  • The Vanguard Group, Inc.8.95%
  • BlackRock, Inc.7.3%

CEO: Satya Nadella

Who it competes with
Key moments
  1. 1975Microsoft is founded
  2. 1981IBM PC launches with Microsoft MS-DOS
  3. 1986Microsoft stock goes public
  4. 1995Windows 95 launches
  5. 2000Steve Ballmer named CEO
Sources

Every number on this page comes from Microsoft's own reports.

Full profile

The rest of the story is in the app.

What Microsoft tracks21 metrics
Microsoft 365 Copilot paid seats
Share of commercial RPO due within 12 months
Weighted average duration of commercial RPO
Results, quarter by quarterwith a chart
Revenue
Profit
Margin
Where the money comes from2 regions
United States
Other countries
The full timeline19 moments
2021
2022
2026
Microsoft vs Amazonside by side
Revenue
Profit
People
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