| Stage | CRM | % of rev | AMZN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $11.3B | 100.00% | $202B | 100.00% | AMZN ×17.80 |
| Gross profit | $8.7B | 76.65% | $77.4B | 38.31% | CRM +38.3pp |
| Operating income | $2.3B | 20.55% | $28.1B | 13.90% | CRM +6.6pp |
| Pre-tax income | $4.6B | 40.12% | $26.9B | 13.31% | CRM +26.8pp |
| Net income | $3.5B | 31.08% | $20.7B | 10.24% | CRM +20.8pp |
| Stage | CRM | AMZN | Gap · A − B |
|---|---|---|---|
| Revenue | $11.3B100.00% | $202B100.00% | AMZN ×17.80 |
| Gross profit | 76.65%$8.7B | 38.31%$77.4B | CRM +38.3pp |
| Operating income | 20.55%$2.3B | 13.90%$28.1B | CRM +6.6pp |
| Pre-tax income | 40.12%$4.6B | 13.31%$26.9B | CRM +26.8pp |
| Net income |
| 31.08%$3.5B |
| 10.24%$20.7B |
| CRM +20.8pp |
CRM · VEEV 10-KMar 20 '26
“Veeva CRM and some of its related applications are built on a platform provided by Salesforce, Inc. and will be supported until December 31, 2029.”
AMZN · VEEV 10-KMar 20 '26
“We utilize Amazon Web Services with respect to applications built on the Veeva Vault platform.”
CRM · KRC 10-KFeb 13 '25
“6 Salesforce, Inc. San Francisco Bay Area / Seattle 24,706 472,988 3.1% 2.8% 2029 - 2030 / 2032 5.4”
AMZN · KRC 10-KFeb 13 '25
“18 Amazon.com (5) Seattle 12,921 340,705 1.6% 2.0% 2025 / 2030 4.3”
CRM · QTWO 10-KFeb 11 '26
“Our Symphonix lending platform runs on salesforce.com's Force.com platform, and we do not have any control over the Force.com platform or the prices salesforce.com charges us or our customers.”
AMZN · QTWO 10-KFeb 11 '26
“We operate our digital banking platform on third-party public cloud infrastructure, with Amazon Web Services, or AWS, and Microsoft Azure serving as our primary cloud providers.”
CRM · NCNO 10-KMar 31 '26
“Fundamental elements of the nCino Platform are built on the Salesforce Platform and we rely on our agreement with Salesforce to use the Salesforce Platform in conjunction with these solutions, including for hosting infrastructure and data center operations.”
AMZN · NCNO 10-KMar 31 '26
“In addition to serving as a data center provider, AWS provides cloud infrastructure and platform services that are integral to the operation of certain of our products.”
CRM · VIA 10-KMar 6 '26
“For example, integrations between the Via platform and driver management CRM solutions like Salesforce allow for the seamless flow of critical information.”
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").”
CRM · GTM 10-KFeb 12 '26
“For example, if Salesforce were to refuse to permit our integration to access its APIs, this integration would not function, and our customers' experience would be hampered.”
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.”
CRM · OPFI 10-KMar 12 '26
“We currently rely on multiple providers of cloud infrastructure services, including Salesforce and Amazon Web Services, for our platform.”
AMZN · OPFI 10-KMar 12 '26
“We currently rely on multiple providers of cloud infrastructure services, including Salesforce and Amazon Web Services, for our platform.”
CRM · RNG 10-KFeb 27 '26
“◦ Deep CRM integrations, including Salesforce, Zendesk, ServiceNow, HubSpot, Microsoft Dynamics, and others, ensuring customer interactions are context-aware and data-driven.”
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.”
CRM · SAIL 10-KMar 19 '26
“Moreover, many of these vendors, including Salesforce, NetSuite, Workday, and ServiceNow, provide their services to us via a cloud-based model instead of software that is installed on our premises.”
AMZN · SAIL 10-KMar 19 '26
“We host our SaaS solution primarily using AWS data centers.”