Stratrix
Competitors · Microsoft

Who are Microsoft’s competitors?

Microsoft names 31 companies as competitors in its latest annual report, on 15 fronts. 53 companies name Microsoft back.

Skip to the field, head to head ↓Microsoft company profile

Competitors it names3110-K for fiscal 2024
Companies that name it53in their own annual reports
Revenue, FY to Jun 2026$331.8B+18% on a year
Net margin40%IBM 16% · Oracle 25%
New on its list since 20239Anthropic, Broadcom, CrowdStrike, Databricks, OpenAI, Palo Alto Networks, Service Now, UI Path and WorkDay
Stratrix’s Take

Microsoft competes with many companies, but usually only on one slice of each

Microsoft names 31 competitors, and the same few keep returning. IBM and Oracle turn up against its developer tools, its cloud, its server software and its databases. Microsoft is not fighting one rival on one field. It meets the same companies at many different doors.

The rivals describe it the same way. Cisco lists Microsoft among competitors "relative to only some of our products or services". Gen Digital puts Microsoft in its Security segment. Commvault worries that Microsoft and other cloud providers "may furthermore introduce functionality that competes with our products and services". Each sees a slice of Microsoft, and none sees all of it.

The newest names on Microsoft's own list fit that pattern: Anthropic, OpenAI, CrowdStrike, Palo Alto Networks, Databricks. Each is a specialist in one area. A company with $331.8 billion in revenue, 18% growth and a 40% net margin can fund many fronts at once. The strategic question is which slice a rival can defend.

The fronts

Where Microsoft says it competes

Commercial developer product rivals
“Our products for software developers compete against offerings from Adobe, IBM, Oracle, and other companies”
In its own words · 10-K for fiscal 2024
Open source developer projects
“also against open source projects, including Eclipse (sponsored by IBM, Oracle, and SAP), PHP, and Ruby on Rails”
In its own words · 10-K for fiscal 2024
Cloud infrastructure competitors
“Azure faces diverse competition from companies such as Amazon, Broadcom, Google, IBM, Oracle”
In its own words · 10-K for fiscal 2024
Office software competitors
“Competitors to Office include software and global application vendors”
In its own words · 10-K for fiscal 2024
Server management and virtualization providers
“compete with server management and server virtualization platform providers, such as BMC, Broadcom, Hewlett-Packard, and IBM”
In its own words · 10-K for fiscal 2024
Vertically integrated computer manufacturers
“Vertically integrated computer manufacturers such as Hewlett-Packard, IBM, and Oracle offer their own versions of the Unix operating system preinstalled on server hardware”
In its own words · 10-K for fiscal 2024
Console gaming platform rivals
NintendoSony
“Our gaming platform competes with console platforms from Nintendo and Sony, both of which have a large, established base of customers.”
In its own words · 10-K for fiscal 2024
Business solution providers
OracleSalesforceSAPService NowUI PathWorkDay
“Dynamics competes with cloud-based and on-premises business solution providers such as Oracle, Salesforce, SAP, Service Now, UI Path, and WorkDay.”
In its own words · 10-K for fiscal 2024
Database and data warehousing rivals
“Our database, business intelligence, and data warehousing solutions offerings compete with products from Databricks, IBM, Oracle, SAP, Snowflake, and other companies.”
In its own words · 10-K for fiscal 2024
Online gaming and streaming rivals
“face competition from various online gaming ecosystems and game streaming services, including those operated by Amazon, Apple, Meta, and Tencent”
In its own words · 10-K for fiscal 2024
Hyperscale cloud AI competitors
“AI products from hyperscalers such as Amazon and Google”
In its own words · 10-K for fiscal 2024
Emerging AI model competitors
AnthropicOpenAIMeta
“products from other emerging competitors, including Anthropic, OpenAI, Meta”
In its own words · 10-K for fiscal 2024
Windows competing platforms and devices
“Windows faces competition from various software products and from alternative platforms and devices, mainly from Apple and Google”
In its own words · 10-K for fiscal 2024
Endpoint security competitors
“Microsoft Defender for Endpoint competes with CrowdStrike on endpoint security solutions”
In its own words · 10-K for fiscal 2024
Cloud security and SIEM rivals
“Our Azure Security offerings include our cloud security solution and security information and event management solution, which compete with companies such as Palo Alto Networks and Cisco.”
In its own words · 10-K for fiscal 2024
Named back

Who names Microsoft as a competitor

Cisco2026

“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Tech…”

10-K for 2026

“In that regard, we expect to face increased competition from certain cloud computing companies such as Amazon, Microsoft, and Google providing a cloud-based platform of data center compute and networking services for enterprise customers.”

10-K for 2026

“We compete with large enterprise technology providers, including International Business Machines Corporation (IBM), Microsoft Corporation (Microsoft), Oracle Corporation (Oracle) and ServiceNow, Inc. (ServiceNow), as well as with specialized software vendors such as Box, Inc., Hyland Software, Inc., Atlassian Corpor…”

10-K for 2026
Oracle2023, 2024, 2025, 2026

“Our enterprise cloud, software and hardware offerings compete directly with certain offerings from some of the largest and most competitive companies in the world, including Adobe Systems Incorporated, Alphabet Inc., Amazon.com, Inc., Cisco Systems, Inc., Intel Corporation, International Business Machines Corporatio…”

10-K for 2026

“Security: Our principal competitors in this segment include Apple, Bitdefender, ESET, F-Secure, Google, Kaspersky, Malwarebytes, McAfee, Microsoft, Trend Micro and Webroot.”

10-K for 2026

“Microsoft and other cloud platform providers may furthermore introduce functionality that competes with our products and services, as a result of an acquisition or their own development.”

10-K for 2026

“We are required to obtain licenses from certain of our competitors, including Sony and Microsoft, to develop and publish titles for their respective hardware platforms.”

10-K for 2026
BOX2026

“In the content management market, our primary competitors include, but are not limited to, Microsoft (SharePoint) and OpenText (Documentum).”

10-K for 2026

“Globally, we also compete with certain vendors, including Sony, Nintendo and Microsoft among others, for direct-to-consumer digital and physical offerings.”

10-K for 2026

“We primarily compete with established legacy database software providers such as IBM, Microsoft, Oracle and other similar companies.”

10-K for 2026
Okta2026

“Our principal competitor is Microsoft.”

10-K for 2026

“Our competitors include large public companies, such as IBM, Microsoft, and Oracle that offer identity solutions within their product portfolios, and identity centric solution providers, including Palo Alto Networks (CyberArk), Okta, and One Identity.”

10-K for 2026

“Our competitors include the following: • endpoint security providers, such as CrowdStrike Holdings, Inc. (CrowdStrike) and Carbon Black (within Broadcom, Inc.); • legacy antivirus providers such as Trellix (formerly McAfee Corp.), Symantec (a subsidiary of Broadcom, Inc.) (Symantec), and Microsoft Corporation (Micro…”

10-K for 2026

“Our Veeva Commercial Cloud, Veeva Development Cloud, and Veeva Quality Cloud applications also compete to replace client server-based legacy solutions offered by companies such as Oracle, Microsoft Corporation, and other smaller application providers.”

10-K for 2026

“These vendors include, without limitation: Anaplan, Inc., ADP, Coupa Software Inc., Dayforce, Inc., Microsoft, ServiceNow, Inc., and UKG Inc.”

10-K for 2026
Nvidia2025, 2026

“large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

10-K for 2026
IBM2022, 2023, 2024, 2025

“The principal competitors in this segment include: Alphabet (Google), Amazon, BMC, Broadcom, Microsoft, Oracle, Salesforce, SAP and Splunk, a CISCO Company.”

10-K for 2025
Baidu2025

“U.S.-based internet search providers and online marketing platforms, such as Microsoft, Google and Facebook, have a strong global presence, well established brand names, more users and customers and significantly greater financial resources than we do.”

20-F for 2025

“• General business software vendors , such as Microsoft, Oracle and Salesforce.com, compete with us in certain areas of our business.”

10-K for 2025

“We also compete with several other companies, including Zscaler, Inc., Trellix, Trend Micro Inc., NortonLifeLock Inc., Lookout, Inc., Zimperium, Inc, CrowdStrike Holdings, Inc., SentinelOne, Inc., Sophos Group plc, Proofpoint, Inc., Broadcom, Inc., Mimecast Limited, Microsoft Corp., Netskope, Inc. and Abnormal Secur…”

20-F for 2025

“These enterprises are developing and have released fully-managed data ingestion and data streaming products, such as Azure Event Hubs (Microsoft Corporation), Amazon Managed Streaming for Apache Kafka, Amazon Kinesis, and Amazon Managed Service for Apache Flink (AWS), and Google Cloud Pub/Sub, Cloud Managed Service …”

10-K for 2025

“Key competitors that offer general purpose cloud computing services as part of a broader, diversified product portfolio include Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure), and Oracle, a number of which are also our current customers.”

10-K for 2025

“Our primary competitors in the performance controller market include Microsoft and Logitech.”

10-K for 2025
Criteo2025

“We currently compete with large, well-established companies, such as Amazon, Meta Platforms, Google, and Microsoft, pure play DSPs, such as The Trade Desk, pure play SSPs such as Magnite or PubMatic, and pure play retail SSPs such as Publicis' CitrusAd, that focus on monetizing retailers' media, as well as smaller, …”

10-K for 2025

“With respect to on-premise infrastructure monitoring, we compete with diversified technology companies and systems management vendors including IBM, Microsoft Corporation, and SolarWinds Corporation.”

10-K for 2025

“Certain features of our platform compete in the cloud storage market with products offered by Microsoft, Amazon, Apple, Google, and Adobe and in the content collaboration market with products offered by Microsoft, Atlassian, Slack (now part of Salesforce) and Google.”

10-K for 2025
Five92025

“In addition, Amazon.com, Inc., or Amazon, Twilio Inc., or Twilio, and Microsoft, have introduced solutions aimed at companies who wish to build their own contact centers and/or contact center components with developers.”

10-K for 2025

“Our competitors include companies such as Check Point, Cisco, CrowdStrike, F5 Networks, HPE, Huawei, Microsoft, Netskope, Palo Alto Networks, SonicWALL, Sophos, and Zscaler.”

10-K for 2025

“With respect to both our Core Platform and A&C products and services: Wix, Squarespace, Automattic, Ionos, Google, Amazon, Microsoft, Alibaba and Tencent.”

10-K for 2025

“We sometimes compete directly with publisher and manufacturer partners for many of these offerings, including Microsoft, Cisco Systems, Dell, HP Inc. and Adobe Systems.”

10-K for 2025
IonQ2025

“Our current competitors include (among others): • large, well-established technology companies that generally compete in all of our markets, including Amazon, Google, IBM, Intel and Microsoft; • countries such as China, Russia, Australia, Canada, the United Kingdom and certain countries in the European Union; • less…”

10-K for 2025

“For example, we currently directly compete with several large technology companies whose applications interface with our products, including Google and Microsoft.”

20-F for 2025

“We also compete with general purpose cloud computing providers including Amazon (AWS), Google (Google Cloud Platform), Microsoft (Azure), and Oracle.”

20-F for 2025

“Competitors vary in size, scope, and breadth of the products and services they offer and include some of the world’s largest companies, including International Business Machines Corporation (“IBM”), Microsoft Corporation, Oracle Corporation, Salesforce, SAP SE, and ServiceNow.”

10-K for 2025

“As our business expands and the industries in which we operate continue to evolve, we compete with a broad range of solutions and alternative approaches, including: • enterprise application software vendors, both cloud-based and on-premises, such as Microsoft, Oracle, SAP, Salesforce and Workday; • new technologies …”

10-K for 2025

“Principal competitors include Optum, Microsoft (Nuance), Epic, Oracle (Cerner), Waystar, Athena, and a host of start-up technologies actively working to disrupt the areas of revenue cycle management and clinician productivity.”

10-K for 2025

“SS&C competes with a range of technology providers including companies such as Microsoft, Pega, UiPath, Appian, and emerging agentic AI providers such as n8n and Lyzr.”

10-K for 2025
Intel2025

“Competition DCAI competitors include AMD, which utilizes the x86 architecture and competes with us across the full spectrum of CPUs, GPUs, accelerators and other products; providers of GPU systems such as NVIDIA, whose GPU systems have experienced the highest demand in the market as AI workloads have become the domi…”

10-K for 2025
HP2025

“Our primary competitors are Acer Inc., Apple Inc., ASUSTeK Computer Inc., Dell Inc., Huawei Technologies Co., Ltd., Lenovo Group Limited, Logitech International S.A., Microsoft Corporation, Samsung Electronics Co., Ltd., and Toshiba Corporation.”

10-K for 2025
PTC2025

“For our SLM products, we compete with enterprise software companies such as Oracle, SAP, IFS AB, Microsoft, and Salesforce, and with companies that offer point solutions.”

10-K for 2025

“Key competitors include Alvaria, Inc., Calabrio, Inc., Genesys Cloud Services, Inc., NICE Ltd., Pegasystems Inc., Qualtrics International Inc., divisions of larger companies, including Microsoft Corporation, Alphabet Inc. (Google), Amazon.com, Inc., and Salesforce, Inc., as well as many smaller companies adopting AI…”

10-K for 2025
Verizon2022, 2023, 2024

“For example, Microsoft Corporation, Alphabet Inc., Apple Inc., Meta Platforms, Inc. and others are offering alternative means for messaging and making wireless voice calls that, in certain cases, can be used in lieu of the wireless providers' voice service, as well as alternative means of accessing video content.”

10-K for 2024

“Accordingly, we may also compete for budget priority, to a certain extent, with other cybersecurity solutions offered by Microsoft, Palo Alto Networks, and CrowdStrike.”

20-F for 2024
Vmware2023

“Competitors in the end point security space range from established solution providers such as Microsoft and Trend Micro to next-generation endpoint security providers such as CrowdStrike and SentinelOne.”

10-K for 2023

“In addition to third-party software competitors, integrated video game console hardware and software companies, such as Microsoft, Sony, and Nintendo, compete directly with us in the development of software titles for their respective platforms, while at the same time acting as key distribution channels and payment …”

10-K for 2022

“Competition may also increase from large technology companies, such as Apple, Amazon (which acquired One Medical in February 2023), Facebook, Verizon, or Microsoft, who may wish to develop or expand their own telehealth solutions or partner with our other competitors, as well as from large retailers like Kroger, CVS…”

10-K for 2022
Ebix2022

“Our competitors in this space include Salesforce.com, iPipeline, Redtail, Microsoft, SAP and Oracle.”

10-K for 2022

“UCC premise and cloud: Alcatel-Lucent Enterprise, Atos Unify, Cisco, 8x8, GoTo, Huawei, Microsoft, Mitel, NEC, RingCentral and Zoom.”

10-K for 2022

“For example, Cisco, Amazon, Google and Microsoft, have developed or may develop and offer, their own data integration solutions and some of these partners are currently, and others may in the future become, competitors.”

10-K for 2022

“Our primary competitors for various components of and services delivered through our Workspace offering include VMware, Okta, Box, Dropbox, Amazon Web Services, or AWS, Nutanix, Ivanti, Asana, Atlassian, Monday.com, Adobe, Smartsheet, Google Cloud and Microsoft.”

10-K for 2021

“We compete for our audience against a variety of social networking platforms, messaging companies and media companies, some of which have greater financial resources, larger audiences or more established relationships with advertisers, such as Meta (including Facebook, Instagram and WhatsApp), Alphabet (including Go…”

10-K for 2021
Zynga2021

“Some of these competitors include Activision Blizzard, Electronic Arts, Epic Games, Microsoft, Nintendo, Riot Games, Roblox, SEGA, Sony, Take-Two Interactive and Ubisoft.”

10-K for 2021
McAfee2021

“We face competition from players, such as NortonLifelock, Avast/AVG, Kaspersky, Trend Micro, ESET, and Microsoft, which expanded from desktop anti-malware into mobile, security, VPN, and identity protection among others.”

10-K for 2021
How the list changed

Who joined, who left

Against its annual report for fiscal 2023, Microsoft’s latest list adds Anthropic, Broadcom, CrowdStrike, Databricks, OpenAI, Palo Alto Networks, Service Now, UI Path and WorkDay; it no longer names CA Technologies, Okta and VMware.

CompanyFY2023FY2024
Adobe●●
Amazon●●
Apple●●
BMC●●
Cisco Systems●●
Google●●
Hewlett-Packard●●
IBM●●
Meta●●
Nintendo●●
Oracle●●
Proofpoint●●
Salesforce●●
SAP●●
Slack●●
Snowflake●●
Sony●●
Symantec●●
Tencent●●
Zoom●●
Anthropic·●
Broadcom·●
CA Technologies●·
CrowdStrike·●
Databricks·●
Okta●·
OpenAI·●
Palo Alto Networks·●
Service Now·●
UI Path·●
VMware●·
WorkDay·●

● named in that year’s annual report, for the fiscal years shown.

Head to head

The field, from the filings

CompanyFiscal yearRevenueGrowthNet marginEmployees
MicrosoftFY to Jun 2026$331.8B+18%40%223,000
Amazon2025$716.9B+12%11%1,576,000
AppleFY to Sep 2025$416.2B+6%27%166,000
Alphabet (Google)2025$402.8B+15%33%190,820
NvidiaFY to Jan 2026$215.9B+65%56%42,000
Meta2025$201.0B+22%30%78,865
Verizon2025$138.2B+3%12%89,900
IBM2025$67.5B+8%16%–
OracleFY to May 2026$67.4B+17%25%141,000
BroadcomFY to Nov 2025$63.9B+24%36%33,000
CiscoFY to Jul 2026$63.3B+12%21%82,400

Each company’s latest fiscal year as reported to the SEC, in US dollars; fiscal years end in different months. Rivals that report outside the US or in other currencies are not shown.

The moves

What the rivals have done lately

AmazonCut 16,000 jobs (2026-01)

The full layoff history

MetaCut roughly 8,000 jobs (2026-04)

The full layoff history

VerizonAcquired Starry Group

“On January 30, 2026, we completed the acquisition of Starry Group Holdings, Inc. (Starry), a fixed wireless broadband provider serving multi-dwelling units in five markets across the U.S.” filing

VerizonCut 3,000 jobs (2026-07)

The full layoff history

Decisions that shaped the field

Sony Won the Console War. Microsoft Decided to Stop Playing It.2024Too early to tell
Microsoft kept Copilot's $30 seat and stacked a metered track for AI agents beside it2024Too early to tell
Microsoft Paid for Cloud Gaming, Then Gave the Cloud Away to Win the Deal2023Never undone
Amazon Tried to Build Healthcare Twice. Then It Started Writing Checks.2022Never undone
Apple Switched Off Blood-Oxygen on the Apple Watch Rather Than License Masimo's Patents2024Never undone
Nvidia built the RTX 30 on Samsung's 8nm, then moved gaming chips back to TSMC's 4N for the RTX 402022Never undone
Questions

Asked about Microsoft’s competitors

Who are Microsoft's competitors?

In its annual report for fiscal 2024, Microsoft names 31 competitors across 15 fronts: commercial developer product rivals, open source developer projects, cloud infrastructure competitors, office software competitors, server management and virtualization providers, vertically integrated computer manufacturers, console gaming platform rivals, business solution providers, database and data warehousing rivals, online gaming and streaming rivals, hyperscale cloud ai competitors, emerging ai model competitors, windows competing platforms and devices, endpoint security competitors and cloud security and siem rivals. 10-K for fiscal 2024

Which companies name Microsoft as a competitor?

53 companies in our coverage name it in their own annual reports: Cisco, Extreme Networks, Open Text, Oracle, Gen Digital, Commvault Systems, Take Two Interactive Software, BOX, GameStop, MongoDB, Okta, SailPoint, SentinelOne, Veeva Systems, Workday, Nvidia, IBM, Baidu, Blackbaud, Check Point Software Technologies, Confluent, CoreWeave, Corsair Gaming, Criteo, Datadog, Dropbox, Five9, Fortinet, GoDaddy, Insight Enterprises, IonQ, monday.com, Nebius Group, Pegasystems, ServiceNow, Solventum, SS&C Technologies, Intel, HP, PTC, Verint Systems, Verizon, CyberArk Software, Vmware, Activision Blizzard, Babylon Holdings, Ebix, Avaya Holdings, Plantronics, Citrix Systems, Twitter, Zynga and McAfee.

How does Microsoft compare with its rivals?

Microsoft reported $331.8B in revenue in its latest fiscal year, +18% on a year, with a 40% net margin. IBM: $67.5B, 16% net margin; Oracle: $67.4B, 25% net margin.

What are the alternatives to Microsoft?

The companies Microsoft itself names as competitors are listed above, front by front, each in its own report’s words. Which matters for a given buyer depends on the job, not the list.

What would it cost a challenger to take your customer?

What would it actually cost a challenger to take your customer?

See the pack →

Sources: Microsoft’s annual report for fiscal 2024 and earlier years (2023); the annual reports of the companies that name it; each company’s financial data as reported to the SEC; Stratrix Decision Records. Analysis and data, not advice.

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