| Stage | GOOGL | % of rev | MGNI | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $128B | 100.00% | $204M | 100.00% | GOOGL ×624.78 |
| Gross profit | $76.2B | 59.70% | $140M | 68.65% | MGNI +9.0pp |
| Operating income | $40.6B | 31.81% | $51M | 24.75% | GOOGL +7.1pp |
| Pre-tax income | $32.4B | 25.36% | $46M | 22.32% | GOOGL +3.0pp |
| Net income | $26.5B | 20.75% | $34M | 16.65% | GOOGL +4.1pp |
| Stage | GOOGL | MGNI | Gap · A − B |
|---|---|---|---|
| Revenue | $128B100.00% | $204M100.00% | GOOGL ×624.78 |
| Gross profit | 59.70%$76.2B | 68.65%$140M | MGNI +9.0pp |
| Operating income | 31.81%$40.6B | 24.75%$51M | GOOGL +7.1pp |
| Pre-tax income | 25.36%$32.4B | 22.32%$46M | GOOGL +3.0pp |
| Net income |
| 20.75%$26.5B |
| 16.65%$34M |
| GOOGL +4.1pp |
GOOGL · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
MGNI · DV 10-KFeb 26 '26
“● Ad Platforms and Exchanges : Line Yahoo, Magnite, Teads, Epsilon, Nexxen, Taboola, Criteo”
None