| Stage | AAPL | % of rev | GOOGL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $114B | 100.00% | $128B | 100.00% | GOOGL ×1.11 |
| Gross profit | $54.8B | 47.89% | $76.2B | 59.70% | GOOGL +11.8pp |
| Operating income | $35.6B | 31.13% | $40.6B | 31.81% | GOOGL +0.7pp |
| Pre-tax income | $36.1B | 31.57% | $32.4B | 25.36% | AAPL +6.2pp |
| Net income | $30.7B | 26.83% | $26.5B | 20.75% | AAPL +6.1pp |
| Stage | AAPL | GOOGL | Gap · A − B |
|---|---|---|---|
| Revenue | $114B100.00% | $128B100.00% | GOOGL ×1.11 |
| Gross profit | 47.89%$54.8B | 59.70%$76.2B | GOOGL +11.8pp |
| Operating income | 31.13%$35.6B | 31.81%$40.6B | GOOGL +0.7pp |
| Pre-tax income | 31.57%$36.1B | 25.36%$32.4B | AAPL +6.2pp |
| Net income |
| 26.83%$30.7B |
| 20.75%$26.5B |
| AAPL +6.1pp |
AAPL · INTU 10-KSep 9 '26
“We increasingly utilize third-party platforms, such as Apple's App Store, Google's Play Store, AI platforms and other digital channels, for the discovery and distribution of certain of our offerings, benefiting from the strong brand recognition and large user base of these platforms to attract new customers.”
GOOGL · INTU 10-KSep 9 '26
“We increasingly utilize third-party platforms, such as Apple's App Store, Google's Play Store, AI platforms and other digital channels, for the discovery and distribution of certain of our offerings, benefiting from the strong brand recognition and large user base of these platforms to attract new customers.”
AAPL · EA 10-KMay 11 '26
“However, for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
GOOGL · EA 10-KMay 11 '26
“However, for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
AAPL · TTWO 10-KMay 20 '25
“A significant portion of our mobile titles are distributed, marketed, and promoted through third parties, primarily Apple's App Store and the Google Play Store.”
GOOGL · TTWO 10-KMay 20 '25
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
AAPL · SWKS 10-KNov 7 '25
“In each of the fiscal years ended October 3, 2025 ("fiscal 2025"), September 27, 2024 ("fiscal 2024"), and September 29, 2023 ("fiscal 2023"), Apple, through sales to multiple distributors and contract manufacturers for multiple applications including smartphones, tablets, desktop and notebook computers, watches, and other devices, constituted more than ten percent of our net revenue.”
GOOGL · SWKS 10-KNov 7 '25
“Our key customers include Amazon, Apple Inc. ("Apple"), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.”
AAPL · NYT 10-KFeb 27 '26
“For example, some of our subscribers choose to subscribe to our products through apps on operating systems run by Apple and Alphabet.”
GOOGL · NYT 10-KFeb 27 '26
“For example, some of our subscribers choose to subscribe to our products through apps on operating systems run by Apple and Alphabet.”
AAPL · IDCC 10-KFeb 6 '25
“For example, in 2024, Samsung, Lenovo, Apple, and OPPO each comprised 10% or more of our consolidated revenues.”
GOOGL · IDCC 10-KFeb 6 '25
“In June 2024, we signed a new device license agreement with Google.”
AAPL · SIRI 10-KFeb 5 '26
“• Apple, who distributes our apps through its App Store and who we rely on to collect fees and approve the terms of our consumer offers;”
GOOGL · SIRI 10-KFeb 5 '26
“We create and distribute original podcasts licensed from third parties through platforms such as Apple Podcasts, Spotify and YouTube.”
AAPL · LMND 10-KFeb 26 '25
“Furthermore, because many of our customers access our insurance products through an online app, we depend on the Apple App Store and the Google Play Store to distribute our online app.”
GOOGL · LMND 10-KFeb 26 '25
“Furthermore, because many of our customers access our insurance products through an online app, we depend on the Apple App Store and the Google Play Store to distribute our online app.”
AAPL · DUOL 10-KFeb 27 '26
“In the twelve months ended December 31, 2025, we derived 62% of our revenue and 61% of our total bookings from the Apple App Store, and 20% of our revenue and 21% of our total bookings from the Google Play Store.”
GOOGL · DUOL 10-KFeb 27 '26
“In the twelve months ended December 31, 2025, we derived 62% of our revenue and 61% of our total bookings from the Apple App Store, and 20% of our revenue and 21% of our total bookings from the Google Play Store.”
AAPL · RBLX 10-KFeb 18 '25
“For the year ended December 31, 2024, 30% of our revenue was attributable to Robux sales through the Apple App Store and 16% of our revenue was attributable to Robux sales through the Google Play Store.”
GOOGL · RBLX 10-KFeb 18 '25
“For operations through the Apple App Store and Google Play Store, we are obligated to pay up to 30% of any money paid by users on our Platform to Apple and Google and this amount could increase.”
AAPL · DBX 10-KFeb 20 '26
“Further, we have created mobile applications and mobile versions of Dropbox that are distributed to users primarily through app stores operated by Apple and Google, each of whom charge us in-application purchase fees.”
GOOGL · DBX 10-KFeb 20 '26
“Further, we have created mobile applications and mobile versions of Dropbox that are distributed to users primarily through app stores operated by Apple and Google, each of whom charge us in-application purchase fees.”
AAPL · DLB 10-KNov 18 '25
“Dolby Atmos and Dolby Vision are included throughout the Apple device line-up and in Apple TV, and Dolby Atmos is included in Apple Music.”
GOOGL · DLB 10-KNov 18 '25
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
AAPL · PENN 10-KFeb 26 '26
“We rely upon third-party distribution platforms, including the Apple App Store and Google Play store, for distribution of our entertainment, media, and mobile sports betting and iCasino applications.”
GOOGL · PENN 10-KFeb 26 '26
“We rely upon third-party distribution platforms, including the Apple App Store and Google Play store, for distribution of our entertainment, media, and mobile sports betting and iCasino applications.”
AAPL · DOCS 10-KMay 19 '26
“Our apps are accessed and operate through third-party platforms or marketplaces, including the Apple App Store and Google Play App Store, which also serve as significant online distribution platforms for our apps.”
GOOGL · DOCS 10-KMay 19 '26
“Our apps are accessed and operate through third-party platforms or marketplaces, including the Apple App Store and Google Play App Store, which also serve as significant online distribution platforms for our apps.”
AAPL · EEFT 10-KFeb 26 '26
“Examples of global brands we distribute include iTunes, Google Play, Sony, and Microsoft.”
GOOGL · EEFT 10-KFeb 26 '26
“Examples of global brands we distribute include iTunes, Google Play, Sony, and Microsoft.”
AAPL · YELP 10-KFeb 27 '26
“We partner with industry leaders like Apple, which makes our content available through Apple Maps and its virtual assistant Siri, as well as several auto manufacturers, including Audi AG and BMW, to make our content available in their in-dash experiences.”
GOOGL · YELP 10-KFeb 27 '26
“Because Google in particular is the most significant source of traffic to our website, our success depends on our ability to maintain a prominent presence in search results for queries regarding local businesses on Google.”
AAPL · LIF 10-KMar 2 '26
“Our mobile applications are almost exclusively accessed through the Apple App Store and the Google Play Store, and we depend on Apple and Google approving our mobile applications on their respective platforms.”
GOOGL · LIF 10-KMar 2 '26
“Our mobile applications are almost exclusively accessed through the Apple App Store and the Google Play Store, and we depend on Apple and Google approving our mobile applications on their respective platforms.”
AAPL · UPWK 10-KFeb 13 '26
“Our mobile applications rely on third-party open application store platforms, including the Apple App Store and Google Play, which may change their policies, impose additional fees or requirements to support our applications, or stop supporting our applications altogether.”
GOOGL · UPWK 10-KFeb 13 '26
“Our mobile applications rely on third-party open application store platforms, including the Apple App Store and Google Play, which may change their policies, impose additional fees or requirements to support our applications, or stop supporting our applications altogether.”
AAPL · VIA 10-KMar 6 '26
“For example, substantially all of our customers deploy our software using mobile applications distributed through the Apple App Store and Google Play.”
GOOGL · VIA 10-KMar 6 '26
“For example, substantially all of our customers deploy our software using mobile applications distributed through the Apple App Store and Google Play.”
AAPL · PD 10-KMar 12 '26
“Further, we are subject to requirements imposed by mobile application stores such as those operated by Apple and Google, who may change their technical requirements or policies in a manner that adversely impacts the way in which we or our partners collect, use, and share data from users.”
GOOGL · PD 10-KMar 12 '26
“Further, we are subject to requirements imposed by mobile application stores such as those operated by Apple and Google, who may change their technical requirements or policies in a manner that adversely impacts the way in which we or our partners collect, use, and share data from users.”
AAPL · ROOT 10-KFeb 25 '26
“Because many of our customers access our insurance products through a mobile app, we depend on the Apple App Store and the Google Play Store to distribute our mobile app.”
GOOGL · ROOT 10-KFeb 25 '26
“Because many of our customers access our insurance products through a mobile app, we depend on the Apple App Store and the Google Play Store to distribute our mobile app.”
AAPL · DKNG 10-KFeb 13 '26
“Our DFS and prediction markets product offerings are delivered as a free application through both the Apple App Store and the Google Play Store and are also accessible via mobile and traditional websites.”
GOOGL · DKNG 10-KFeb 13 '26
“Our DFS and prediction markets product offerings are delivered as a free application through both the Apple App Store and the Google Play Store and are also accessible via mobile and traditional websites.”
AAPL · YEXT 10-KMar 10 '26
“We have established strategic relationships with over 200 third-party service and application providers that comprise our Publisher Network, including Amazon Alexa, Apple, Bing, Facebook, Gemini, Google, OpenAI, and Yelp and many others.”
GOOGL · YEXT 10-KMar 10 '26
“Our customers may also place a significant value on particular application providers such as Google such that the termination or impairment of our relationship with one or a limited number of application providers could lead to a loss of a significant number of customers.”
AAPL · MTCH 10-KFeb 26 '26
“We rely on the Apple App Store and the Google Play Store to distribute and monetize our mobile applications.”
GOOGL · MTCH 10-KFeb 26 '26
“We rely on the Apple App Store and the Google Play Store to distribute and monetize our mobile applications.”
AAPL · GRND 10-KMar 2 '26
“We rely primarily on the Apple App Store and Google Play Store for distribution of and access to our products and services, and as the channels for processing substantially all direct consumer payments.”
GOOGL · GRND 10-KMar 2 '26
“We rely primarily on the Apple App Store and Google Play Store for distribution of and access to our products and services, and as the channels for processing substantially all direct consumer payments.”
AAPL · STRZ 10-KJun 26 '25
“Starz sells its services on a direct-to-consumer basis and through various distributors, including over-the-top providers (such as Amazon, Apple, Google and Hulu) and multichannel video programming distributors (such as Comcast, Charter, DIRECTV and DISH Network).”
GOOGL · STRZ 10-KJun 26 '25
“Starz sells its services on a direct-to-consumer basis and through various distributors, including over-the-top providers (such as Amazon, Apple, Google and Hulu) and multichannel video programming distributors (such as Comcast, Charter, DIRECTV and DISH Network).”
AAPL · WBTN 10-KMar 5 '26
“App store fees include platform fees payable to companies that provide users with the ability to download the mobile application through application stores and make purchases directly through such application (such as Google and Apple) and certain other payment-related costs.”
GOOGL · WBTN 10-KMar 5 '26
“App store fees include platform fees payable to companies that provide users with the ability to download the mobile application through application stores and make purchases directly through such application (such as Google and Apple) and certain other payment-related costs.”
AAPL · ZIP 10-KFeb 25 '26
“We are dependent on the interoperability of our mobile app with popular third-party mobile operating systems such as Apple's iOS and Google's Android, and their placement in popular app stores like the Apple App Store and Google Play Store, and any changes in such systems that degrade our apps' functionality or give preferential treatment or app store placement to competitive apps could adversely affect the access and usage of our apps on mobile devices.”
GOOGL · ZIP 10-KFeb 25 '26
“We are dependent on the interoperability of our mobile app with popular third-party mobile operating systems such as Apple's iOS and Google's Android, and their placement in popular app stores like the Apple App Store and Google Play Store, and any changes in such systems that degrade our apps' functionality or give preferential treatment or app store placement to competitive apps could adversely affect the access and usage of our apps on mobile devices.”
AAPL · GEMI 10-KMar 31 '26
“If Google Play, the Apple App Store, or other platforms prevent users from downloading our apps, our ability to grow may be adversely affected.”
GOOGL · GEMI 10-KMar 31 '26
“The Google Play Store and Apple App Store, which are global application distribution platforms, are the main distribution channels for our app.”
AAPL · GPRO 10-KMar 12 '26
“We rely in part on application marketplaces, such as the Apple App Store and Google Play, to distribute our mobile app.”
GOOGL · GPRO 10-KMar 12 '26
“We rely in part on application marketplaces, such as the Apple App Store and Google Play, to distribute our mobile app.”
AAPL · INGM 10-KMar 3 '26
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”
GOOGL · INGM 10-KMar 3 '26
“Ingram Micro Xvantage utilizes the cloud infrastructure of the Google Cloud Platform and relies on AI-based tools associated with the Google Cloud Platform for the day-to-day functioning of some of the AI capabilities within the Xvantage platform, such as providing recommendations to users.”
AAPL · EQPT 10-KMar 19 '26
“Our T3 platform is dependent on third parties maintaining open marketplaces, including the Apple App Store and Google Play, which make our applications available for download by our customers.”
GOOGL · EQPT 10-KMar 19 '26
“Our T3 platform is dependent on third parties maintaining open marketplaces, including the Apple App Store and Google Play, which make our applications available for download by our customers.”
AAPL · CHGG 10-KMar 9 '26
“We depend on the interoperability of our mobile apps with popular third-party mobile operating systems such as Google's Android and Apple's iOS, and their placement in popular app stores like the Google Play Store and the Apple App Store, and any changes in such systems that degrade our products' functionality or give preferential treatment or app store placement to competitive products could adversely affect the access to and usage of our applications on mobile devices.”
GOOGL · CHGG 10-KMar 9 '26
“We depend on the interoperability of our mobile apps with popular third-party mobile operating systems such as Google's Android and Apple's iOS, and their placement in popular app stores like the Google Play Store and the Apple App Store, and any changes in such systems that degrade our products' functionality or give preferential treatment or app store placement to competitive products could adversely affect the access to and usage of our applications on mobile devices.”
AAPL · OWLT 10-KMar 9 '26
“Our products and services rely on our mobile applications to function, and we depend on Apple's App Store and the Google Play Store for distribution, updates, and continued availability of those applications.”
GOOGL · OWLT 10-KMar 9 '26
“Our products and services rely on our mobile applications to function, and we depend on Apple's App Store and the Google Play Store for distribution, updates, and continued availability of those applications.”
AAPL · CNVS 10-KJun 26 '26
“o Licensing film and TV content to leading players in OTT streaming ecosystem with Amazon, Apple, Netflix and Google.”
GOOGL · CNVS 10-KJun 26 '26
“o Licensing film and TV content to leading players in OTT streaming ecosystem with Amazon, Apple, Netflix and Google.”
AAPL · ZDGE 10-KOct 28 '26
“Our Zedge App (which is named "Zedge Ringtones & Wallpapers" in Google Play and the App Store) offers a wide array of mobile personalization content including wallpapers, video wallpapers, ringtones, and notification sounds, and is available both in Google Play and the App Store.”
GOOGL · ZDGE 10-KOct 28 '26
“Three advertising demand partners, mainly, Google, Liftoff and Digital Turbine were responsible for 70.2% of advertising revenue in fiscal 2026.”
AAPL · SEAT 10-KMar 12 '26
“We rely on mobile app marketplaces, such as Apple's App Store and Google's Play Store, to enable downloads of our mobile apps.”
GOOGL · SEAT 10-KMar 12 '26
“We rely on mobile app marketplaces, such as Apple's App Store and Google's Play Store, to enable downloads of our mobile apps.”
AAPL · BODI 10-KMar 10 '26
“BODi content is available on the web as well as the Beachbody Bike touchscreen, iOS, Android, Roku, Apple TV, Fire TV and Chromecast.”
GOOGL · BODI 10-KMar 10 '26
“BODi content is available on the web as well as the Beachbody Bike touchscreen, iOS, Android, Roku, Apple TV, Fire TV and Chromecast.”
AAPL · DKI 20-FJan 30 '26
“Other than engaging major mobile app platforms, including the Apple App Store and Google Play Store, which play a critical role in distributing our games to a global audience, through their standard service agreements, we also partner with trusted payment providers such as MyCard, PayPal, WeChat Pay, and Alipay to support global transactions and established long-standing relationships with them.”
GOOGL · DKI 20-FJan 30 '26
“Other than engaging major mobile app platforms, including the Apple App Store and Google Play Store, which play a critical role in distributing our games to a global audience, through their standard service agreements, we also partner with trusted payment providers such as MyCard, PayPal, WeChat Pay, and Alipay to support global transactions and established long-standing relationships with them.”
AAPL · DRIO 10-KMar 19 '26
“Our Dario applications, which are a key to our business model, are currently available on the Apple App Store and the Google Play Store.”
GOOGL · DRIO 10-KMar 19 '26
“Our Dario applications, which are a key to our business model, are currently available on the Apple App Store and the Google Play Store.”