| Stage | GOOGL | % of rev | META | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $128B | 100.00% | $64.6B | 100.00% | GOOGL ×1.97 |
| Gross profit | $76.2B | 59.70% | $51.2B | 79.31% | META +19.6pp |
| Operating income | $40.6B | 31.81% | $13.0B | 20.10% | GOOGL +11.7pp |
| Pre-tax income | $32.4B | 25.36% | $13.0B | 20.13% | GOOGL +5.2pp |
| Net income | $26.5B | 20.75% | $9.9B | 15.26% | GOOGL +5.5pp |
| Stage | GOOGL | META | Gap · A − B |
|---|---|---|---|
| Revenue | $128B100.00% | $64.6B100.00% | GOOGL ×1.97 |
| Gross profit | 59.70%$76.2B | 79.31%$51.2B | META +19.6pp |
| Operating income | 31.81%$40.6B | 20.10%$13.0B | GOOGL +11.7pp |
| Pre-tax income | 25.36%$32.4B | 20.13%$13.0B | GOOGL +5.2pp |
| Net income |
| 20.75%$26.5B |
| 15.26%$9.9B |
| GOOGL +5.5pp |
GOOGL · APP 10-KFeb 19 '26
“Advertising clients include a wide variety of advertisers, from indie developer studios to some of the largest global internet platforms, such as Meta and Google.”
META · APP 10-KFeb 19 '26
“Advertising clients include a wide variety of advertisers, from indie developer studios to some of the largest global internet platforms, such as Meta and Google.”
GOOGL · 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.”
META · TTWO 10-KMay 20 '25
“We also derive significant revenues from distribution on third‑party mobile and web platforms, such as the Apple App Store, the Google Play Store, and Facebook, which are also our direct competitors and, in some cases, the exclusive means through which our content reaches gamers on those platforms, and most of the virtual currency we sell is purchased using these platform providers' payment processing systems.”
GOOGL · MEDP 10-KFeb 10 '26
“We use our website (www.medpace.com) and our corporate Facebook, YouTube, LinkedIn, Vimeo and Instagram accounts as channels of distribution of company information.”
META · MEDP 10-KFeb 10 '26
“We use our website (www.medpace.com) and our corporate Facebook, YouTube, LinkedIn, Vimeo and Instagram accounts as channels of distribution of company information.”
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.”
META · PINS 10-KFeb 12 '26
“A significant number of users access their accounts on our platform using a third-party login provider such as Facebook, Apple or Google.”
GOOGL · CAVA 10-KFeb 25 '26
“Paid media includes platforms such as Google, Instagram, TikTok, influencer and creator partnerships, and out-of-home advertising.”
META · CAVA 10-KFeb 25 '26
“Paid media includes platforms such as Google, Instagram, TikTok, influencer and creator partnerships, and out-of-home advertising.”
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.”
META · LMND 10-KFeb 26 '25
“Our primary channel of advertisement is the internet, where we promote our ads and services through various media and social media platforms, including Facebook, TikTok, YouTube, and Instagram.”
GOOGL · CUZ 10-KFeb 6 '25
“2 Alphabet 1 1 799,149 53,924 6.3% 13.1”
META · CUZ 10-KFeb 6 '25
“(3) IBM has assumed, effective January 1, 2026, the existing lease at Domain 12 from Meta Platforms. Additionally, IBM has extended the lease maturity from 2031 to 2040.”
GOOGL · ELF 10-KMay 29 '25
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
META · ELF 10-KMay 29 '25
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
GOOGL · DLB 10-KNov 18 '25
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
META · DLB 10-KNov 18 '25
“Instagram for iOS is now the first Meta app to support Dolby Vision.”
GOOGL · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
META · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
GOOGL · TDAY 10-KFeb 26 '26
“Our LocaliQ segment utilizes online media acquired from third parties, particularly Google, Facebook, and Microsoft, which account for a large majority of all U.S. internet searches and traffic.”
META · TDAY 10-KFeb 26 '26
“Our LocaliQ segment utilizes online media acquired from third parties, particularly Google, Facebook, and Microsoft, which account for a large majority of all U.S. internet searches and traffic.”
GOOGL · RVLV 10-KFeb 25 '26
“For example, in March 2025, Google introduced an experimental AI mode within its search platform and other platforms have or may in the future launch similar functionality.”
META · RVLV 10-KFeb 25 '26
“For example, we maintain accounts on Instagram, Facebook, TikTok, Pinterest, YouTube and X.”
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.”
META · ROOT 10-KFeb 25 '26
“Additionally, changes in regulations could limit the ability of search engines and social media platforms, including but not limited to Google and Facebook, to collect data from users and engage in targeted advertising, making them less effective in disseminating our advertisements to our target customers.”
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.”
META · DKNG 10-KFeb 13 '26
“For paid marketing, we leverage a broad array of advertising channels, including television, radio, social media platforms, such as TikTok, Facebook, Instagram, X (formerly Twitter) and Snapchat, affiliates and paid and organic search, and other digital channels, such as mobile display.”
GOOGL · U 10-KFeb 11 '26
“Most of these companies are also our partners and customers.”
META · U 10-KFeb 11 '26
“Most of these companies are also our partners and customers.”
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.”
META · 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 · MTCH 10-KFeb 26 '26
“We rely on the Apple App Store and the Google Play Store to distribute and monetize our mobile applications.”
META · MTCH 10-KFeb 26 '26
“We market and distribute our services through a variety of third-party distribution channels, including Instagram and Facebook, which has rolled out its own dating service.”
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.”
META · ETSY 10-KFeb 19 '26
“We also obtain a significant number of visits from social media platforms such as Facebook, Instagram, and Pinterest.”
GOOGL · BOBS 10-KMar 18 '26
“In particular, we rely on search engines, such as Google, and social media platforms such as Instagram, Facebook, TikTok and Pinterest as important marketing channels.”
META · BOBS 10-KMar 18 '26
“In particular, we rely on search engines, such as Google, and social media platforms such as Instagram, Facebook, TikTok and Pinterest as important marketing channels.”
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.”
META · WBTN 10-KMar 5 '26
“For paying user acquisition, we utilize a variety of digital channels, such as LINE, Google, Meta and TikTok.”
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.”
META · ZIP 10-KFeb 25 '26
“We also use our Investor Relations page on our website at www.ziprecruiter.com, press releases, public conference calls, public webcasts, X feed (@ZipRecruiter), Facebook page, and LinkedIn page as means of disclosing material information and for complying with our disclosure obligations under Regulation FD.”
GOOGL · LEVI 10-KJan 28 '26
“We also use social media, including Facebook, Instagram, YouTube and others, as well as affiliate marketing, email, SMS, and direct mail, as part of our multi-channel approach to marketing and we expect that our use of social media for marketing purposes will increase over time.”
META · LEVI 10-KJan 28 '26
“We also use social media, including Facebook, Instagram, YouTube and others, as well as affiliate marketing, email, SMS, and direct mail, as part of our multi-channel approach to marketing and we expect that our use of social media for marketing purposes will increase over time.”
GOOGL · CURV 10-KMar 31 '26
“In particular, we rely on search engines, such as Google, and the major mobile app stores as important marketing channels.”
META · CURV 10-KMar 31 '26
“Our customers also engage with us online through our social media channels, including Facebook, Instagram, Pinterest, TikTok, YouTube and Twitter, by providing feedback and public commentary about all aspects of our business.”
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.”
META · 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.”
GOOGL · TSQ 10-KMar 16 '26
“Online traffic is also driven by internet search and social media referrals, including search results provided by Google, the primary search engine directing traffic to our websites, and links from Facebook, the primary social media platform directing traffic to our websites.”
META · TSQ 10-KMar 16 '26
“Online traffic is also driven by internet search and social media referrals, including search results provided by Google, the primary search engine directing traffic to our websites, and links from Facebook, the primary social media platform directing traffic to our websites.”
GOOGL · DLTH 10-KMar 20 '26
“We obtain a significant amount of traffic via search engines and, therefore, rely on search engines such as Google.”
META · DLTH 10-KMar 20 '26
“Social & Influencer Media: We actively engage communities and drive social commerce across platforms like Meta, YouTube and TikTok.”
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.”
META · ZDGE 10-KOct 28 '26
“In addition, the majority of our revenue is derived from large, credit-worthy customers, e.g. Google and Meta, and we terminate our services with smaller customers immediately upon balances becoming past due.”
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.”
META · PRTS 10-KMar 5 '26
“For example, we and our executive officers maintain Facebook, Instagram, Twitter, LinkedIn, and other social media accounts, where marketing and other information relevant to customers and investors is disseminated.”
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.”
META · INUV 10-KMar 5 '26
“Our keyword advertising is done primarily with Google and Facebook, but also with Yahoo!.”