Flowvium

기업 비교

공급망 포지션, 기관 신호, 뉴스 갭 스코어를 나란히 비교합니다.

VS

시가총액 구간

타이탄vs타이탄

체인 역할

leadervsleader

갭 스코어

10vs12

IB 활동

88vs87

매출 구성 비교

MSFT
GOOGL
MSF

Microsoft Corporation

MSFT · ai-cloud

leader타이탄 ($1T+)
전체 프로필

소개

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.

설립

1975

직원 수

228,000+

본사

Redmond, Washington, USA

매출

$254.2B

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

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)10
IB 활동 점수88
미디어 커버리지 점수90

IB 활동: HIGH

기관 신호

accumulating$6.8B

BlackRock

2024-08-13

accumulating$2.9B

BlackRock

2024-08-13

accumulating$3.2B

BlackRock

2024-08-13

핵심 관계

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

leader타이탄 ($1T+)
전체 프로필

소개

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.

설립

1998

직원 수

183,000+

본사

Mountain View, California, USA

매출

$365.8B

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

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)12
IB 활동 점수87
미디어 커버리지 점수88

IB 활동: HIGH

기관 신호

accumulating$5.6B

Berkshire Hathaway

2026-02-17

accumulating$1.9B

BlackRock

2024-08-13

accumulating$886M

BlackRock

2024-08-13

핵심 관계

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