Flowvium

Comparateur d'entreprises

Analyse côte à côte de la chaîne d'approvisionnement, signaux institutionnels et scores d'écart de nouvelles.

VS

Niveau de capitalisation

TitanvsTitan

Rôle dans la chaîne

leadervsleader

Score d'écart

10vs12

Activité IB

88vs87

Comparaison du mix de revenus

MSFT
GOOGL
MSF

Microsoft Corporation

MSFT · ai-cloud

leaderTitan ($1T+)
Profil complet

À propos

Microsoft is the world's most valuable company, with a dominant position in enterprise software, cloud computing, and AI. Its multi-billion-dollar partnership with OpenAI and aggressive integration of Copilot AI across its product stack position it at the center of enterprise AI adoption.

Fondation

1975

Employés

228,000+

Siège social

Redmond, Washington, USA

Revenus

$254.2B

Intelligent Cloud (Azure)44%
Productivity & Business Processes33%
More Personal Computing23%

Signal d'écart de nouvelles

Score d'écart (silence = signal)10
Score d'activité IB88
Score de couverture médiatique90

Activité IB: HIGH

Signaux institutionnels

accumulating$6.8B

BlackRock

2024-08-13

accumulating$2.9B

BlackRock

2024-08-13

accumulating$3.2B

BlackRock

2024-08-13

Relations clés

NVDA· NVIDIA Corporation
supplier
TSM· Taiwan Semiconductor Manufacturing Company
supplier
GOOGL· Alphabet Inc. (Google)
competitor
AMZN· Amazon.com (AWS)
competitor
META· Meta Platforms
partner
GOO

Alphabet Inc. (Google)

GOOGL · ai-cloud

leaderTitan ($1T+)
Profil complet

À propos

Alphabet is the parent company of Google, commanding over 90% of global search traffic. Google Cloud is the #3 public cloud provider, and the company's Gemini AI models and TPU custom silicon represent a vertically integrated AI strategy that competes directly with Microsoft/OpenAI.

Fondation

1998

Employés

183,000+

Siège social

Mountain View, California, USA

Revenus

$365.8B

Google Search & Other56%
Google Cloud13%
YouTube Ads11%
Network (AdSense, AdMob)10%
Subscriptions, Platforms & Other Bets10%

Signal d'écart de nouvelles

Score d'écart (silence = signal)12
Score d'activité IB87
Score de couverture médiatique88

Activité IB: HIGH

Signaux institutionnels

accumulating$5.6B

Berkshire Hathaway

2026-02-17

accumulating$1.9B

BlackRock

2024-08-13

accumulating$886M

BlackRock

2024-08-13

Relations clés

NVDA· NVIDIA Corporation
supplier
TSM· Taiwan Semiconductor Manufacturing Company
supplier
MSFT· Microsoft Corporation
competitor
AMZN· Amazon.com (AWS)
competitor
META· Meta Platforms
competitor