By John Ballard
Publication Date: 2026-04-28 18:47:00
Apple (AAPL +1.20%) is a far bigger business than Microsoft (MSFT +1.11%), but that may not make it the better investment.
Apple’s quarterly revenue is far ahead of Microsoft’s, but it’s not the size of these companies that will dictate future returns. It’s how fast they are growing and what that says about their addressable market.
Microsoft: Delivering Consistent Revenue Growth
Microsoft develops, licenses, and supports software, cloud services, and devices worldwide. It recently reported strong fiscal second-quarter results and amended its hosting agreement with OpenAI. It reported net income of $38.5 billion for the quarter ended Dec. 31, 2025.
Apple: Managing Recurring Revenue Cycles
Apple designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and related services globally.
It announced an expansion of its hardware manufacturing operations in Texas and posted $42 billion in net income for the quarter ended Dec. 27, 2025.
