Information Technology stock comparison
Microsoft (MSFT) is the larger business by reported revenue: $281.7B in its fiscal year ended Jun 2025, about 6.4× QCOM's $44.3B (fiscal year ended Sep 2025). MSFT's net margin was 36.1% and QCOM's 12.5%. The SEC classifies them differently (Services-Prepackaged Software; Radio & Tv Broadcasting & Communications Equipment); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
| Company fact | MSFT | QCOM |
|---|---|---|
| Company | Microsoft Corporation | QUALCOMM Incorporated |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Redmond, Washington | San Diego, California |
| Founded | 1975 | 1985 |
| SEC industry | Services-Prepackaged Software | Radio & Tv Broadcasting & Communications Equipment |
| Fiscal year-end | June 30 | September 27 |
| Latest annual filing | 10-K · 2026-07-29 | 10-K · 2025-11-05 |
| Metric | MSFT | QCOM |
|---|---|---|
| Revenue | $281.7B2024-07-01 to 2025-06-30 · SEC filing | $44.3B2024-09-30 to 2025-09-28 · SEC filing |
| Net income | $101.8B2024-07-01 to 2025-06-30 · SEC filing | $5.5B2024-09-30 to 2025-09-28 · SEC filing |
| Operating cash flow | $136.2B2024-07-01 to 2025-06-30 · SEC filing | $14.0B2024-09-30 to 2025-09-28 · SEC filing |
| Diluted EPS | $13.642024-07-01 to 2025-06-30 · SEC filing | $5.012024-09-30 to 2025-09-28 · SEC filing |
| Net margin | 36.1%2024-07-01 to 2025-06-30 · SEC filing | 12.5%2024-09-30 to 2025-09-28 · SEC filing |
MSFT: FY ending 2025-06-30 · QCOM: FY ending 2025-09-28. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Microsoft sells productivity software, the Windows operating system, and the Azure cloud platform, and has become a leading distributor of generative AI through its partnership with OpenAI. Its enterprise footprint spans nearly every large organization in the world.
Qualcomm designs the mobile chipsets and wireless-modem technology that power much of the smartphone industry, and it licenses a deep patent portfolio. It is broadening into automotive, PCs, and on-device AI.
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
We have not yet published a company-specific driver list for QCOM. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2025-11-05.
You now know MSFT reports about 6.4× QCOM's revenue, and MSFT keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to artificial intelligence, including “Azure and other cloud services consumption, including AI services” at MSFT, and which evidence in the next filings would prove that assumption wrong.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchStart with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. MSFT's fiscal year ends June 30, while QCOM's ends September 27. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 204 matched transaction rows for MSFT and 23 matched transaction rows for QCOM. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
Not necessarily. Microsoft files as Services-Prepackaged Software and QUALCOMM as Radio & Tv Broadcasting & Communications Equipment. The pair is compared because both map to the Artificial intelligence research theme, not because the filings show head-to-head competition.
Microsoft (MSFT) is the larger business by reported revenue: $281.7B in its fiscal year ended Jun 2025, about 6.4× QCOM's $44.3B (fiscal year ended Sep 2025). MSFT's net margin was 36.1% and QCOM's 12.5%. The SEC classifies them differently (Services-Prepackaged Software; Radio & Tv Broadcasting & Communications Equipment); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Microsoft Corporation and QUALCOMM Incorporated tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-26. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-26. Independent educational research; not investment advice.
MSFT vs QCOM compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $15/month or $150/year.
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