IBM vs Microsoft
Microsoft is larger by market cap ($3.74T vs $224.6B). Microsoft reports higher tracked revenue ($331.8B vs $67.5B). IBM's primary segment is Hyperscalers; Microsoft's is Custom Silicon Designers.
Shared segment: AI & Data Center.
Side-by-side
| IBM | Microsoft | |
|---|---|---|
| Market cap | $224.6B | $3.74T |
| Revenue | $67.5B (FY2025) | $331.8B (FY2026) |
| Primary segment | Hyperscalers | Custom Silicon Designers |
| Market position | major | niche |
| Country | United States | United States |
| Tracked suppliers | 6 | 80 |
| Tracked customers | 1 | 12 |
| Chokepoint / criticality | 68/100 | 5/100 |
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 IBM and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 5/100).
- Footprint: IBM (United States) vs Microsoft (United States).