GOOGL · TTD 10-KFeb 21 '25
“For example, Google is one of our largest advertising inventory suppliers in addition to being one of our competitors.”
DV 10-KFeb 26 '26
“● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt”
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.”
DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
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.”
DV · RDDT 10-KFeb 6 '26
“In addition we provide post-campaign reporting through IAS and DV across brand safety, viewability, and invalid traffic reporting.”
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.”
DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
| Stage | GOOGL | % of rev | DV | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $128B | 100.00% | $206M | 100.00% | GOOGL ×620.40 |
| Gross profit | $76.2B | 59.70% | $167M | 81.26% | DV +21.6pp |
| Operating income | $40.6B | 31.81% | $28M | 13.78% | GOOGL +18.0pp |
| Pre-tax income | $32.4B | 25.36% | $28M | 13.59% | GOOGL +11.8pp |
| Net income | $26.5B | 20.75% | $16M | 7.75% | GOOGL +13.0pp |
| Stage | GOOGL | DV | Gap · A − B |
|---|---|---|---|
| Revenue | $128B100.00% | $206M100.00% | GOOGL ×620.40 |
| Gross profit | 59.70%$76.2B | 81.26%$167M | DV +21.6pp |
| Operating income | 31.81%$40.6B | 13.78%$28M | GOOGL +18.0pp |
| Pre-tax income | 25.36%$32.4B | 13.59%$28M | GOOGL +11.8pp |
| Net income | 20.75%$26.5B | 7.75%$16M | GOOGL +13.0pp |