Amazon vs. Microsoft: What Their Revenue Trends Tell Investors

Amazon vs. Microsoft: What Their Revenue Trends Tell Investors

By Robert Izquierdo, The Motley Fool
Publication Date: 2026-05-30 01:18:00

Amazon: Managing Quarterly Revenue Volatility

Amazon (NASDAQ:AMZN) primarily generates its revenue through a vast network of online and physical retail sales, consumer subscription programs, and enterprise cloud computing services.

It recently launched a new supply chain service and faced an investigation into its planned Globalstar acquisition, while reporting an approximately 17% net income margin for the quarter ended March 31, 2026.

Microsoft: Steady Revenue Amid Restructuring

Microsoft (NASDAQ:MSFT) earns the majority of its revenue by licensing software products, selling hardware devices, and providing extensive cloud-based solutions to consumers and global enterprises.

It recently initiated a voluntary retirement program for a portion of its workforce and faced a new antitrust investigation in the United Kingdom, while reporting an approximately 38% net income margin for the quarter ended March 31, 2026.

Why Revenue Matters for Retail Investors