Microsoft vs Oracle
Microsoft is larger by market cap ($3.74T vs $419.1B). Microsoft reports higher tracked revenue ($331.8B vs $67.4B). Microsoft's primary segment is Custom Silicon Designers; Oracle's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Microsoft | Oracle | |
|---|---|---|
| Market cap | $3.74T | $419.1B |
| Revenue | $331.8B (FY2026) | $67.4B (FY2026) |
| Primary segment | Custom Silicon Designers | Hyperscalers |
| Market position | niche | major |
| Country | United States | United States |
| Tracked suppliers | 80 | 70 |
| Tracked customers | 12 | 3 |
| Chokepoint / criticality | 5/100 | 3/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Microsoft and Oracle compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 3/100).
- Footprint: Microsoft (United States) vs Oracle (United States).