Analyzing Revenue Trends: Insights from Microsoft and Alphabet for Investors

Avatar photo

Key Points

  • Alphabet has consistently generated more revenue than Microsoft across all reporting periods analyzed, maintaining a revenue lead during the years.

  • Both companies show continued long-term growth, with occasional quarter-over-quarter decreases.

  • Investors should monitor whether the revenue gap between the two companies expands or narrows in future quarters.

Microsoft Revenue Insights

Microsoft (NASDAQ: MSFT) reported revenue figures of $82.9 billion for the quarter ending March 31, 2026, resulting in a net income margin of 38%. Additionally, it recently entered a long-term power agreement with Chevron to support its data centers.

Alphabet Revenue Insights

Alphabet (NASDAQ: GOOGL) reported $109.9 billion in revenue for the same quarter, with a net income margin of 57%. The company executed a significant equity capital raise and rolled out various technological updates during its developer conference.

Quarterly Revenue Overview

Quarter (Period End) Microsoft Revenue Alphabet Revenue
Q1 2025 (March 2025) $70.1 billion $90.2 billion
Q2 2025 (June 2025) $76.4 billion $96.4 billion
Q3 2025 (Sept. 2025) $77.7 billion $102.3 billion
Q4 2025 (Dec. 2025) $81.3 billion $113.9 billion
Q1 2026 (March 2026) $82.9 billion $109.9 billion

Data source: Company filings. Data as of June 23, 2026.

5 Stocks Our Experts Predict Could Double In the Next Year

By submitting your email, you'll also get a free pivot & flow membership. A free daily market overview. You can unsubscribe at any time.

The free Daily Market Overview 250k traders and investors are reading

Read Now