MSFT vs TSLA: AI Stock Comparison
Microsoft Corporation vs Tesla, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.
$MSFT scores higher on AI exposure (4/5 vs 2/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
| AI exposure score | ⚡⚡⚡⚡⚡ 4/5 | ⚡⚡⚡⚡⚡ 2/5 |
|---|---|---|
| Shares outstanding | 7.43B as of 2026-10-22 · 10-Q cover page · SEC filing | 3.95B as of 2026-10-15 · 10-Q cover page · SEC filing |
| Category | Hyperscalers & platforms | Hyperscalers & platforms |
| Key metrics | Revenue (latest quarter) $92.28B 10-Q period ended 2026-09-30; +19% y/y · SEC filing Gross margin 67.8% Gross profit / revenue, same quarter · SEC filing Operating income $45.91B Same quarter; 50% operating margin · SEC filing | Revenue (latest quarter) $28.05B 10-Q period ended 2026-09-30; -0% y/y · SEC filing Gross margin 19.6% Gross profit / revenue, same quarter · SEC filing Operating income $718.0M Same quarter; 3% operating margin · SEC filing |
| Next earnings | Not yet announced / not on our calendar | Not yet announced / not on our calendar |
| Next catalyst | Nov 17, 2026 – Nov 20, 2026 Microsoft Ignite 2026 (San Francisco) · source | Not yet announced / not on our calendar |
| Upcoming catalysts | Nov 17, 2026 – Nov 20, 2026 Microsoft Ignite 2026 (San Francisco) · source Dec 8, 2026 – Dec 13, 2026 NeurIPS 2026 (Atlanta; also Sydney & Paris) · source Dec 9, 2026 FOMC rate decision + projections · source | None tracked |
| Most recent reported | Oct 28, 2026 Microsoft Corporation reports quarterly results · source Azure growth and AI capex guidance set the tone for the whole AI trade. Revenue: $92.28B (+19% y/y), per 10-Q. | Oct 21, 2026 Tesla, Inc. reports quarterly results · source Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q. |
| Key risks |
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| AI angle | Microsoft monetizes AI through Azure AI infrastructure, Copilot subscriptions and model partnerships. Its 10-K calls its cloud and AI strategy a substantial investment that depends on customer demand. | Tesla's AI exposure is its self-driving software, robotaxi plans, Optimus robot and training compute; vehicle sales still drive most revenue. |
| Full analysis: $MSFT → | Full analysis: $TSLA → |
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