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Meta Platforms vs. Microsoft: What Recent Revenue Trends Tell Investors About These Artificial Intelligence Companies

Microsoft's revenue lead has widened significantly over the past eight quarters, while Meta shows consistent seasonal swings.

Meta Platforms vs. Microsoft: What Recent Revenue Trends Tell Investors About These Artificial Intelligence Companies

Published July 30, 2026 · Category: Finance

Overview

Meta Platforms (NASDAQ:META) primarily earns revenue by connecting people globally through its widely used digital communication applications, including Facebook, Instagram, and WhatsApp, while also developing virtual reality hardware and software.

While it executed a global workforce reduction affecting approximately 8,000 employees and announced a data center venture with BlackRock to support infrastructure workloads, it reported a 26% net income margin for the quarter ended June 30, 2026.

Details

Microsoft (NASDAQ:MSFT) generates revenue by providing essential productivity tools for enterprises, managing sophisticated cloud computing infrastructure, and selling personal computing experiences that include software licenses, operating systems, and video game consoles.

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Source

Originally published at www.fool.com.

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