| Stage | AMZN | % of rev | GOOGL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $202B | 100.00% | $128B | 100.00% | AMZN ×1.58 |
| Gross profit | $77.4B | 38.31% | $76.2B | 59.70% | GOOGL +21.4pp |
| Operating income | $28.1B | 13.90% | $40.6B | 31.81% | GOOGL +17.9pp |
| Pre-tax income | $26.9B | 13.31% | $32.4B | 25.36% | GOOGL +12.1pp |
| Net income | $20.7B | 10.24% | $26.5B | 20.75% | GOOGL +10.5pp |
| Stage | AMZN | GOOGL | Gap · A − B |
|---|---|---|---|
| Revenue | $202B100.00% | $128B100.00% | AMZN ×1.58 |
| Gross profit | 38.31%$77.4B | 59.70%$76.2B | GOOGL +21.4pp |
| Operating income | 13.90%$28.1B | 31.81%$40.6B | GOOGL +17.9pp |
| Pre-tax income | 13.31%$26.9B | 25.36%$32.4B | GOOGL +12.1pp |
| Net income |
| 10.24%$20.7B |
| 20.75%$26.5B |
| GOOGL +10.5pp |
AMZN · INTU 10-KSep 9 '26
“We use public cloud providers, such as Amazon Web Services and Google Cloud Platform, for most of our systems, networks, and databases used to operate these online offerings.”
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.”
AMZN · 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.”
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.”
AMZN · TWLO 10-KFeb 24 '26
“For example, we outsource a substantial majority of our cloud infrastructure to Amazon Web Services ("AWS"), which hosts our products and platform.”
GOOGL · TWLO 10-KFeb 24 '26
“For example, in 2024 and 2025, Google, Yahoo and Microsoft began enforcing new email sender requirements aimed at sender authentication, including Domain-based Message Authentication, Reporting and Conformance ("DMARC") record requirements, requiring us to devote time and resources toward compliance efforts.”
AMZN · NTNX 10-KSep 24 '25
“NC2 extends the availability of our core HCI software and other solutions to AWS and to Microsoft Azure.”
GOOGL · NTNX 10-KSep 24 '25
“In May 2025, we announced the public preview of NC2 on Google Cloud, further expanding the reach of our platform across leading public cloud providers.”
AMZN · DT 10-KMay 20 '26
“We currently host our Dynatrace solutions on cloud infrastructure hyperscaler providers, such as AWS, Azure and GCP.”
GOOGL · DT 10-KMay 20 '26
“We currently host our Dynatrace solutions on cloud infrastructure hyperscaler providers, such as AWS, Azure and GCP.”
AMZN · FROG 10-KFeb 13 '26
“For example, we currently partner with public cloud partners, AWS, Microsoft Azure, including Azure DevOps (Azure), and Alphabet Inc.'s Google Cloud ("Google Cloud").”
GOOGL · FROG 10-KFeb 13 '26
“For example, we currently partner with public cloud partners, AWS, Microsoft Azure, including Azure DevOps (Azure), and Alphabet Inc.'s Google Cloud ("Google Cloud").”
AMZN · PINS 10-KFeb 12 '26
“Our material cash requirements as of December 31, 2025 include our $312.3 million commitment with Amazon Web Services, for which we are not subject to annual purchase commitments, and our $323.5 million of operating lease obligations, of which $50.0 million is due within the next 12 months.”
GOOGL · PINS 10-KFeb 12 '26
“We depend in part on internet search engines, such as Google, Bing and Yahoo!, to direct a significant amount of traffic to our platform.”
AMZN · CIFR 10-KFeb 24 '26
“In October 2025, through our wholly-owned subsidiary Cipher Black Pearl LLC ("Cipher Black Pearl"), we entered into a 15-year lease agreement with Amazon Web Services, Inc. ("Amazon") to deliver approximately 300 gross MW of turnkey data center capacity at the site ("Black Pearl" or the "Black Pearl Facility"), with phased delivery expected to commence in 2026.”
GOOGL · CIFR 10-KFeb 24 '26
“In the third quarter of 2025, through our wholly-owned subsidiary Cipher Barber Lake LLC ("Cipher Barber Lake"), we entered into long-term HPC leases with Fluidstack USA II Inc. ("Fluidstack") to construct a data center at our Barber Lake site ("Barber Lake" or the "Barber Lake Facility"), located near Colorado City, Texas, supported by a lease recognition agreement, pursuant to which Google LLC ("Google") has agreed to backstop certain obligations of Fluidstack under our HPC leases with Fluidstack.”
AMZN · SNOW 10-KMar 20 '26
“Currently, a substantial majority of our business is run on the AWS public cloud.”
GOOGL · SNOW 10-KMar 20 '26
“In addition, our platform currently operates on public cloud infrastructure provided by Amazon Web Services (AWS), Microsoft Azure (Azure), and Google Cloud Platform (GCP), and our costs and gross margins are significantly influenced by the prices we are able to negotiate with these public cloud providers, which in certain cases are also our competitors.”
AMZN · IDCC 10-KFeb 5 '26
“We have faced similar proceedings with OPPO in China to determine a worldwide royalty for certain of our SEPs as well as royalty-setting proceedings in the UK initiated by Amazon and Tesla.”
GOOGL · IDCC 10-KFeb 6 '25
“In June 2024, we signed a new device license agreement with Google.”
AMZN · OSCR 10-KFeb 13 '26
“For example, we currently offer our products through our website and online app using platforms for cloud computing provided by AWS, a provider of cloud infrastructure services, as well as the Google Cloud Platform ("GCP").”
GOOGL · OSCR 10-KFeb 20 '25
“We partner with third parties, including Amazon and Google, to support our information technology systems.”
AMZN · SIRI 10-KFeb 5 '26
“We sell satellite radios directly to consumers through our website, and indirectly through national, regional and online retailers, such as Amazon.com.”
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.”
AMZN · LMND 10-KFeb 26 '25
“We currently offer our products through our website and online app using Amazon Web Services ("AWS") data centers, a provider of cloud infrastructure services.”
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.”
AMZN · CUZ 10-KFeb 6 '25
“1 Amazon 5 3 1,296,397 $ 69,610 8.1% 5.2”
GOOGL · CUZ 10-KFeb 6 '25
“2 Alphabet 1 1 799,149 53,924 6.3% 13.1”
AMZN · DUOL 10-KFeb 27 '26
“In particular, a significant portion, if not almost all, of our product traffic, data storage, data processing and other computing services and systems is hosted by AWS and Google Cloud.”
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.”
AMZN · ELF 10-KMay 29 '25
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
GOOGL · ELF 10-KMay 29 '25
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
AMZN · RBLX 10-KFeb 18 '25
“We rely on Amazon Web Services ("AWS") as a third-party provider for a portion of our backend services, including for some of our high-speed databases, scalable object storage, and message queuing services, as well as virtual cloud infrastructure.”
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.”
AMZN · ADEA 10-KFeb 26 '26
“The increase in revenue during the year ended December 31, 2025, as compared to the prior year, was primarily attributable to the execution of a new long-term license agreement with Disney in the fourth quarter of 2025, partially offset by a multi-year license agreement with Amazon in the fourth quarter of 2024.”
GOOGL · ADEA 10-KFeb 26 '26
“Customers typically pay us a monthly per-subscriber fee and include many of the leading MVPDs and virtual MVPDs such as Charter, Comcast (including Sky), Cox, DISH Network (including Sling TV), Google (including YouTube TV), Hulu + Live TV, Optimum (formerly Altice USA), Verizon and Vodafone.”
AMZN · DBX 10-KFeb 20 '26
“We also utilize Amazon Web Services ("AWS") for the remainder of our users' storage needs and to help deliver our services.”
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.”
AMZN · TDC 10-KFeb 27 '26
“As part of our strategy, our relationships with public cloud service providers, Amazon Web Services ("AWS"), Google Cloud, and Microsoft Azure , could impact our business.”
GOOGL · TDC 10-KFeb 27 '26
“As part of our strategy, our relationships with public cloud service providers, Amazon Web Services ("AWS"), Google Cloud, and Microsoft Azure , could impact our business.”
AMZN · WRBY 10-KFeb 26 '26
“We outsource substantially all of our core architecture to AWS.”
GOOGL · WRBY 10-KFeb 26 '26
“As part of this collaboration, Google has committed up to $75 million for our product development and commercialization costs.”
AMZN · MDB 10-KMar 11 '26
“We outsource substantially all of the infrastructure relating to Atlas across AWS, Microsoft Azure and GCP to host our cloud offering.”
GOOGL · MDB 10-KMar 11 '26
“We outsource substantially all of the infrastructure relating to Atlas across AWS, Microsoft Azure and GCP to host our cloud offering.”
AMZN · VISN 10-KFeb 26 '25
“We currently operate our cloud-dependent services using Amazon Web Service (AWS), Google Compute Engine (GCE) or Microsoft Azure (Azure).”
GOOGL · VISN 10-KFeb 26 '26
“We currently operate our cloud-dependent services using Amazon Web Service (AWS), Google Cloud Platform (GCP) or Microsoft Azure (Azure).”
AMZN · BILL 10-KAug 20 '26
“We also use public cloud hosting with Amazon Web Services (AWS).”
GOOGL · BILL 10-KAug 20 '26
“We also dedicate significant resources to sales and marketing programs, including digital advertising through services such as Google AdWords.”
AMZN · FSLY 10-KFeb 26 '25
“We rely on third-party hosting services such as AWS, Google Cloud Platform, Microsoft (Azure), and other cloud providers that facilitate the offering of our platform.”
GOOGL · FSLY 10-KFeb 26 '25
“We rely on third-party hosting services such as AWS, Google Cloud Platform, Microsoft (Azure), and other cloud providers that facilitate the offering of our platform.”
AMZN · DLB 10-KNov 18 '25
“Major streaming partners and services such as Netflix, Disney+, Apple TV, Amazon, HBO Max, Paramount+, and other streaming partners and services internationally, continue to enhance content in Dolby Vision and Dolby Atmos.”
GOOGL · DLB 10-KNov 18 '25
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
AMZN · RDDT 10-KFeb 6 '26
“Our cloud service infrastructure is run on our cloud services providers ("CSPs"), which are currently Amazon Web Services and Google Cloud Platform.”
GOOGL · RDDT 10-KFeb 6 '26
“We rely, in part, on internet search engines, such as Google, to generate traffic to our website, primarily through free or organic searches.”
AMZN · DOCS 10-KMay 19 '26
“Amazon Web Services provides us with computing and storage capacity pursuant to an agreement that continues until terminated by either party.”
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.”
AMZN · PEGA 10-KFeb 10 '26
“We also generate a monthly software bill of materials that identifies open source included in certain of our product offerings and periodically have an independent security assessment firm evaluate the security risks linked to suppliers we use, including source code repositories, the infrastructure employed for software development, and the mechanisms used for software delivery, such as Amazon Web Services ("AWS"), Google Cloud, and Microsoft Azure.”
GOOGL · PEGA 10-KFeb 10 '26
“We also generate a monthly software bill of materials that identifies open source included in certain of our product offerings and periodically have an independent security assessment firm evaluate the security risks linked to suppliers we use, including source code repositories, the infrastructure employed for software development, and the mechanisms used for software delivery, such as Amazon Web Services ("AWS"), Google Cloud, and Microsoft Azure.”
AMZN · CLOV 10-KFeb 27 '26
“We rely on cloud service providers, such as Amazon Web Services and Google Cloud, to provide the cloud computing infrastructure that we use to host our platform, products, and many of the internal tools we use to operate our business.”
GOOGL · CLOV 10-KFeb 27 '26
“We rely on cloud service providers, such as Amazon Web Services and Google Cloud, to provide the cloud computing infrastructure that we use to host our platform, products, and many of the internal tools we use to operate our business.”
AMZN · DV 10-KFeb 26 '26
“● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt”
GOOGL · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
AMZN · YELP 10-KFeb 27 '26
“The vast majority of our platform is currently hosted by Amazon Web Services ("AWS") from multiple locations, which allows us to scale our infrastructure dynamically according to demand as well as optimize the cost and performance of our infrastructure.”
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.”
AMZN · LIF 10-KMar 2 '26
“For the fiscal years ended December 31, 2025, 2024, and 2023, Amazon accounted for less than 10% of total revenue.”
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.”
AMZN · UPWK 10-KFeb 13 '26
“For example, we currently host the Upwork Marketplace, serve its customers, and support its operations using AWS, a provider of cloud infrastructure services.”
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.”
AMZN · VIA 10-KMar 6 '26
“We currently host our platform and support our operations on datacenters provided by third-party service providers of cloud infrastructure services, including but not limited to Amazon Web Services ("AWS").”
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.”
AMZN · HPP 10-KFeb 27 '26
“As of December 31, 2025, our three largest tenants were Google, Inc., Netflix, Inc. and Amazon, which together accounted for 20.6% of the HPP's share of the annualized base rent generated by our office properties.”
GOOGL · HPP 10-KFeb 27 '26
“As of December 31, 2025, our three largest tenants were Google, Inc., Netflix, Inc. and Amazon, which together accounted for 20.6% of the HPP's share of the annualized base rent generated by our office properties.”
AMZN · PD 10-KMar 12 '26
“We currently serve our customers using third-party cloud providers, including those operated by AWS.”
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.”
AMZN · IONQ 10-KFeb 25 '26
“We currently make access to our quantum computers available through three major cloud platforms, Amazon Web Services', or AWS's, Braket, Microsoft's Azure Quantum and Google's Cloud Marketplace, and also to select customers via our own cloud service.”
GOOGL · IONQ 10-KFeb 25 '26
“We currently make access to our quantum computers available through three major cloud platforms, Amazon Web Services', or AWS's, Braket, Microsoft's Azure Quantum and Google's Cloud Marketplace, and also to select customers via our own cloud service.”
AMZN · GTM 10-KFeb 12 '26
“These risks may be increased with respect to operations housed at facilities outside of our direct control, and the majority of the communications, network, and computer hardware used to operate the cloud for our platform are located at facilities maintained by Google or Amazon, which we do not own or control.”
GOOGL · GTM 10-KFeb 12 '26
“We historically relied heavily on internet search engines, such as Google, including through the purchase of SEO tools that leverage sales and marketing-related keywords and the indexing of our public-facing directory pages and other web pages, to generate a significant portion of the traffic to our website.”
AMZN · RBRK 10-KMar 19 '26
“In addition, our data security and AI solutions operate on a public cloud infrastructure provided by third-party vendors, including Google Cloud ("GCP"), Microsoft Azure ("Azure"), and Amazon Web Services ("AWS"), and our costs and gross margins are significantly influenced by the prices we are able to negotiate with these public cloud providers.”
GOOGL · RBRK 10-KMar 19 '26
“In addition, our data security and AI solutions operate on a public cloud infrastructure provided by third-party vendors, including Google Cloud ("GCP"), Microsoft Azure ("Azure"), and Amazon Web Services ("AWS"), and our costs and gross margins are significantly influenced by the prices we are able to negotiate with these public cloud providers.”
AMZN · DKNG 10-KFeb 13 '26
“We rely on Amazon Web Services to deliver our product offerings to users, and any disruption of or interference with our use of Amazon Web Services could adversely affect our business, financial condition, results of operations and prospects.”
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.”
AMZN · U 10-KFeb 11 '26
“Most of these companies are also our partners and customers.”
GOOGL · U 10-KFeb 11 '26
“Most of these companies are also our partners and customers.”
AMZN · 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.”
AMZN · GRND 10-KMar 2 '26
“Cost of revenue consists primarily of the distribution fees we pay to Apple and Google Play, infrastructure costs associated with supporting the Grindr platform, which stem largely from our use of Amazon Web Services, and costs associated with content moderation, which involve ensuring that users are complying with our community standards.”
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.”
AMZN · 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).”
AMZN · ETSY 10-KFeb 19 '26
“Depop relies on Amazon Web Services for its primary production environment, and that marketplace is thus subject to analogous risks.”
GOOGL · ETSY 10-KFeb 19 '26
“We rely on Google Cloud for a substantial portion of the computing, storage, data processing, networking, and other services for the Etsy Marketplace.”
AMZN · ZG 10-KFeb 11 '26
“Certain of our computer systems utilize data processing, storage capabilities and other services provided by AWS, and we currently run the vast majority of computing to power our mobile apps, websites, and other technology products and services on AWS, as our preferred cloud provider.”
GOOGL · ZG 10-KFeb 11 '26
“For example, in 2024, we began measuring visits to Zillow and StreetEasy and unique users for Zillow, StreetEasy and HotPads using an internal measurement tool instead of Google's Universal Analytics.”
AMZN · WBTN 10-KMar 5 '26
“Animation continues to be a major initiative for us, and we have recently announced that Amazon MGM Studios greenlit Lore Olympus to be developed into a new animated series in conjunction with The Jim Henson Company.”
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.”
AMZN · ZIP 10-KFeb 25 '26
“We rely on Amazon Web Services, or AWS, to host our marketplace and other service providers for certain critical business processes, and any disruption of service from AWS or other critical service providers or material change to our arrangement with AWS or other critical service providers could adversely affect our business.”
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.”
AMZN · S 10-KMar 19 '26
“It is primarily hosted in Amazon Web Services (AWS) in multiple regions across North America, Europe, Asia Pacific, and AWS GovCloud.”
GOOGL · S 10-KMar 19 '26
“Our platform can also be hosted in Google Cloud, as well as customers' on-premise data centers, and private and hybrid cloud environments for organizations with specialized hosting and data sovereignty needs.”
AMZN · ESTC 10-KJun 8 '26
“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”
GOOGL · ESTC 10-KJun 8 '26
“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”
AMZN · DSP 10-KMar 11 '26
“We currently serve our platform functions from third-party data center hosting facilities operated by Google Cloud Platform and Amazon Web Services, and we primarily use shared servers in such facilities.”
GOOGL · DSP 10-KMar 11 '26
“We currently serve our platform functions from third-party data center hosting facilities operated by Google Cloud Platform and Amazon Web Services, and we primarily use shared servers in such facilities.”
AMZN · SNAP 10-KFeb 5 '26
“We rely on Google Cloud and Amazon Web Services, or AWS, for the vast majority of our computing, storage, bandwidth, and other services.”
GOOGL · SNAP 10-KFeb 5 '26
“We rely on Google Cloud and Amazon Web Services, or AWS, for the vast majority of our computing, storage, bandwidth, and other services.”
AMZN · THRY 10-KFeb 26 '26
“We host our consumer-facing internet sites, which are a major source of low-cost fulfillment traffic for our clients and serve most of our digital service clients from data centers operated by third-party providers, primarily Amazon Web Services.”
GOOGL · THRY 10-KFeb 26 '26
“Google in particular is the most significant source of traffic to our IYPs and to our clients' websites.”
AMZN · CHPT 10-KApr 2 '26
“ChargePoint currently serves customers from third-party data center facilities operated by Amazon Web Services and Google Cloud located in the United States, Europe and Canada.”
GOOGL · CHPT 10-KApr 2 '26
“ChargePoint currently serves customers from third-party data center facilities operated by Amazon Web Services and Google Cloud located in the United States, Europe and Canada.”
AMZN · RNG 10-KFeb 27 '26
“We also utilize Amazon's and Google's public cloud services, and for the foreseeable future, we expect to increase our utilization of such services.”
GOOGL · RNG 10-KFeb 27 '26
“We also utilize Amazon's and Google's public cloud services, and for the foreseeable future, we expect to increase our utilization of such services.”
AMZN · GPRO 10-KMar 12 '26
“We sell to large retailers with a global or national presence, including Amazon.com, Inc., Best Buy, Inc., Target Corporation, and Walmart, Inc.”
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.”
AMZN · DIBS 10-KFeb 27 '26
“We rely on Amazon Web Services (AWS) for a substantial portion of the computing, storage, data processing, networking, and other services for our online marketplace.”
GOOGL · DIBS 10-KFeb 27 '26
“In particular, we rely on search engines, such as Google, and the major mobile app stores as important marketing channels.”
AMZN · INGM 10-KMar 3 '26
“Vendors on the platform include Proofpoint, Amazon Web Services, Microsoft, Cisco and Adobe.”
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.”
AMZN · OTEX 10-KAug 6 '26
“We work with AWS to deploy our cloud solutions on AWS infrastructure to meet client demand.”
GOOGL · OTEX 10-KAug 6 '26
“We work together with Google Cloud to innovate on AI and we deploy our data management solutions on the Google Cloud Platform.”
AMZN · BRR 10-KFeb 18 '26
“also rely on cloud infrastructure providers, including Amazon Web Services, Microsoft Azure, and Google Cloud Platform, for a significant”
GOOGL · BRR 10-KFeb 18 '26
“also rely on cloud infrastructure providers, including Amazon Web Services, Microsoft Azure, and Google Cloud Platform, for a significant”
AMZN · CAST 10-KSep 28 '26
“We utilize the services of third-party cloud computing providers, more specifically, Amazon Web Services.”
GOOGL · CAST 10-KSep 28 '26
“The product is also marketed through traditional pay-per-click, social and online advertising networks such as Google Adwords, Bing, Facebook, Twitter, and others, along with organic search engine optimization, or SEO, methods.”
AMZN · DHX 10-KFeb 12 '26
“We primarily utilize Amazon Web Services (AWS) as our cloud infrastructure platform, which enables us to scale our computer network and storage capacity on an as-needed basis.”
GOOGL · DHX 10-KFeb 12 '26
“We depend in part on various Internet search engines, such as Google, Bing and Yahoo!, to direct a significant amount of traffic to our websites.”
AMZN · CHGG 10-KMar 9 '26
“We rely on Amazon Web Services (AWS) and other third-party software and service providers to provide systems, storage, and services for our website and any disruption of such services or a material change to our arrangements could adversely affect our business.”
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.”
AMZN · OWLT 10-KMar 9 '26
“Retail Partnerships: Our products are widely available across major U.S. retailers, including Amazon, Baby List, Best Buy. Target, and Walmart.”
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.”
AMZN · CNVS 10-KJun 26 '26
“We collaborate with producers, major brands and other content owners to market, source, curate and distribute quality content to targeted audiences through (i) existing and emerging digital home entertainment platforms, including but not limited to Apple iTunes, Amazon Prime, Netflix, Hulu, Xbox, Pluto, and Tubi, as well as (ii) physical goods, including DVD and Blu-ray Discs.”
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.”
AMZN · BZFD 10-KMar 16 '26
“For the year ended December 31, 2025, approximately 28% of our revenue was derived from Amazon, primarily from affiliate commerce transactions.”
GOOGL · BZFD 10-KMar 16 '26
“Excluding affiliate and programmatic partners such as Amazon and Google, our top 10 direct customers made up approximately 7% of total revenue for the year ended December 31, 2025.”
AMZN · AREN 10-KMar 16 '26
“We are subject to certain standard terms and conditions with Amazon Web Services and Google Cloud, companies which have broad discretion to change their terms of service and other policies with respect to us, and those changes may be unfavorable to us.”
GOOGL · AREN 10-KMar 16 '26
“Our search engine optimization capability in connection with audience acquisition efforts substantially depends on various internet search engines, such as Google, to direct a significant amount of traffic to the content published on the Platform.”
AMZN · PRTS 10-KMar 5 '26
“We sell aftermarket automotive products to individual consumers and business customers through our owned digital channels, including our flagship website, www.carparts.com , our mobile app, and our wholesale platform, as well as through select third-party online marketplaces, including eBay and Amazon.”
GOOGL · PRTS 10-KMar 5 '26
“In particular, we rely on Google as an important marketing channel, and if Google changes its algorithms or if competition increases for advertisements on Google or on our marketplace channels, we may be unable to cost-effectively attract customers to our products.”
AMZN · 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.”
AMZN · INUV 10-KMar 5 '26
“Our hosted solutions are provided from geographically distributed facilities across the United States, complemented by on-demand services from third-party cloud providers, Microsoft Azure and Amazon Web Services (AWS), to support business continuity and enhance operational resilience.”
GOOGL · INUV 10-KMar 5 '26
“We maintain long-standing relationships with several of the world's largest sources of advertising dollars including Yahoo! and Google.”
AMZN · CXAI 10-KMar 30 '26
“Strategic Partnerships We have established strategic relationships with leading cloud providers, including Google Cloud, Microsoft Azure, and Amazon Web Services.”
GOOGL · CXAI 10-KMar 30 '26
“Strategic Partnerships We have established strategic relationships with leading cloud providers, including Google Cloud, Microsoft Azure, and Amazon Web Services.”