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Platforms

Ecosystems billions of people and millions of developers build on. How each business works and how it is performing, from its own filings.

All 10AI & semiconductors 1Cloud & data 2Security 1Developer tools 1Design & creative 1Business software 1Platforms 2Devices 1
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Platforms

Ecosystems billions of people and millions of developers build on
  • AlphabetThe most profitable advertising machine ever built, with a top-three cloud and its own AI chips and models, facing the first real threat to search in twenty years.$402.8B revenue · +17.2% a year
  • MicrosoftThe operating system of the enterprise: identity, productivity, developer tools and the second-largest cloud, now selling AI through every one of them.$331.8B revenue · +14.6% a year
CompaniesTeardownsCompareMethodology

Living Teardown · General information about how these businesses work. Not personal financial advice.

Financial data from SEC EDGAR, every number linked to its filing. Build 40cab91.