| Stage | GOOGL | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $128B | 100.00% | $92.3B | 100.00% | GOOGL ×1.38 |
| Gross profit | $76.2B | 59.70% | $62.6B | 67.79% | MSFT +8.1pp |
| Operating income | $40.6B | 31.81% | $45.9B | 49.76% | MSFT +18.0pp |
| Pre-tax income | $32.4B | 25.36% | $46.0B | 49.80% | MSFT +24.4pp |
| Net income | $26.5B | 20.75% | $36.6B | 39.69% | MSFT +18.9pp |
| Stage | GOOGL | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $128B100.00% | $92.3B100.00% | GOOGL ×1.38 |
| Gross profit | 59.70%$76.2B | 67.79%$62.6B | MSFT +8.1pp |
| Operating income | 31.81%$40.6B | 49.76%$45.9B | MSFT +18.0pp |
| Pre-tax income | 25.36%$32.4B | 49.80%$46.0B | MSFT +24.4pp |
| Net income |
| 20.75%$26.5B |
| 39.69%$36.6B |
| MSFT +18.9pp |
GOOGL · EA 10-KMay 11 '26
“However, for sales arrangements via Apple App Store and Google Play Store, EA is considered the principal to the end customer and thus, we report revenue on a gross basis and mobile platform fees are reported within cost of revenue.”
MSFT · EA 10-KMay 11 '26
“In fiscal year 2026, our direct sales to Sony and Microsoft represented approximately 39 percent and 16 percent of total net revenue, respectively.”
GOOGL · TTWO 10-KMay 20 '25
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
MSFT · TTWO 10-KMay 20 '25
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
GOOGL · HPQ 10-KDec 10 '25
“Many of our products and services, including those which incorporate AI capabilities, are dependent on third-party software, including from Microsoft and Google, to function as intended, and product issues also sometimes result from the interaction between our products and software and third-party products and software.”
MSFT · HPQ 10-KDec 10 '25
“Many of our products and services, including those which incorporate AI capabilities, are dependent on third-party software, including from Microsoft and Google, to function as intended, and product issues also sometimes result from the interaction between our products and software and third-party products and software.”
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.”
MSFT · 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 · 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.”
MSFT · 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.”
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.”
MSFT · NTNX 10-KSep 24 '25
“NC2 extends the availability of our core HCI software and other solutions to AWS and to Microsoft Azure.”
GOOGL · DT 10-KMay 20 '26
“We currently host our Dynatrace solutions on cloud infrastructure hyperscaler providers, such as AWS, Azure and GCP.”
MSFT · DT 10-KMay 20 '26
“We currently host our Dynatrace solutions on cloud infrastructure hyperscaler providers, such as AWS, Azure and GCP.”
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.”
MSFT · 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 · 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").”
MSFT · 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 · 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.”
MSFT · 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.”
GOOGL · DOCU 10-KMar 18 '26
“Our products and solutions seamlessly integrate with hundreds of other software applications, including Salesforce, Microsoft, SAP, Google, ServiceNow, and Workday.”
MSFT · DOCU 10-KMar 18 '26
“We operate co-location data centers in several locations, and we also leverage public cloud infrastructure for an increasing number of services, as we continue to migrate our production services from our data center hosting facilities to Microsoft Azure Cloud, a third-party cloud provider.”
GOOGL · MANH 10-KFeb 4 '26
“Manhattan Active WM runs on Google Cloud Platform, is offered exclusively via subscription, and includes state-of-the-art-fulfillment optimization technology, a consumer grade mobile app experience for the associate, and embedded gamification capabilities to improve associate engagement and performance.”
MSFT · MANH 10-KFeb 4 '26
“SCALE is delivered as a cloud-based solution on Microsoft's Azure platform.”
GOOGL · TTAN 10-KMar 25 '26
“We also dedicate significant resources to marketing programs, including telemarketing, branded events and digital advertising through services such as Google AdWords.”
MSFT · TTAN 10-KMar 25 '26
“Further, our AI solutions rely on third-party proprietary machine learning algorithms and LLMs provided by third parties, such as Microsoft and OpenAI.”
GOOGL · BSY 10-KFeb 26 '26
“We added Google Cloud as a cloud service provider in 2024 to expand our delivery capabilities and optimize costs.”
MSFT · BSY 10-KFeb 26 '26
“Our principal supplier of cloud services is Microsoft, with whom we have entered into a multi-year contract for a committed level of expenditures for Azure.”
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.”
MSFT · RBLX 10-KFeb 18 '25
“For operations through console providers, such as Microsoft Xbox and Sony PlayStation, we are obligated to pay around 30% of any money paid by users on our Platform, and these amounts could also increase.”
GOOGL · NSIT 10-KFeb 12 '26
“This is especially true in connection with the incentive programs of our largest partners: Microsoft, TD Synnex, Google, Cisco Systems, and Ingram Micro.”
MSFT · NSIT 10-KFeb 12 '26
“This is especially true in connection with the incentive programs of our largest partners: Microsoft, TD Synnex, Google, Cisco Systems, and Ingram Micro.”
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.”
MSFT · 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 · 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.”
MSFT · 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 · 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).”
MSFT · 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 · BILL 10-KAug 20 '26
“We also dedicate significant resources to sales and marketing programs, including digital advertising through services such as Google AdWords.”
MSFT · BILL 10-KAug 20 '26
“To deliver a comprehensive solution, our platform integrates with popular software solutions including Intuit QuickBooks, Oracle NetSuite, Sage Intacct, Xero, and Microsoft Dynamics 365 Business Central, through APIs made available by these software providers.”
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.”
MSFT · 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 · DLB 10-KNov 18 '25
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
MSFT · DLB 10-KNov 18 '25
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
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.”
MSFT · 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 · EEFT 10-KFeb 26 '26
“Examples of global brands we distribute include iTunes, Google Play, Sony, and Microsoft.”
MSFT · EEFT 10-KFeb 26 '26
“Examples of global brands we distribute include iTunes, Google Play, Sony, and Microsoft.”
GOOGL · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
MSFT · DV 10-KFeb 26 '26
“● Ad Servers and Ratings/Workflow Platforms : Innovid, Google, MediaOcean Prisma, Amazon and Microsoft”
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.”
MSFT · 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 · 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.”
MSFT · 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 · 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.”
MSFT · GTM 10-KFeb 12 '26
“Many of our customers use our integrations to access our data from within, or send data to, CRM, marketing automation, applicant tracking, sales enablement, and other systems, including Salesforce, Marketo, HubSpot, Microsoft Dynamics, Oracle Sales Cloud, and a variety of other commonly used tools.”
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.”
MSFT · RBRK 10-KMar 19 '26
“On occasion, we may form deeper strategic relationships, such as our partnership with Microsoft that extends from driving go-to-market activities to co-engineering projects to delivering integrated Zero Trust Data Security products built on Azure.”
GOOGL · U 10-KFeb 11 '26
“Most of these companies are also our partners and customers.”
MSFT · U 10-KFeb 11 '26
“Most of these companies are also our partners and customers.”
GOOGL · W 10-KFeb 19 '26
“We obtain a significant amount of traffic via search engines and, therefore, rely on search engines such as Google, Bing and Yahoo! as well as AI-powered search and generative answer platforms.”
MSFT · W 10-KFeb 19 '26
“We obtain a significant amount of traffic via search engines and, therefore, rely on search engines such as Google, Bing and Yahoo! as well as AI-powered search and generative answer platforms.”
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.”
MSFT · 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 · 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.”
MSFT · 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 · 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.”
MSFT · 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 · 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.”
MSFT · RNG 10-KFeb 27 '26
“RingCentral seamlessly embeds into Microsoft Teams, providing reliable, global enterprise-grade phone, SMS, fax, and customer experience solutions — without requiring a Teams Phone license.”
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.”
MSFT · INGM 10-KMar 3 '26
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”
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.”
MSFT · OTEX 10-KAug 6 '26
“Our development of our software products and services depends on the stability, functionality and scalability of underlying third-party infrastructure software, such as operating systems, databases and middleware produced by Oracle, Microsoft and others.”
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”
MSFT · 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 · 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.”
MSFT · 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 · 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.”
MSFT · DHX 10-KFeb 12 '26
“As of December 31, 2025 notable customers of the ClearanceJobs and Dice businesses included AT&T, Adecco, CACI, Cisco, Capital One, General Dynamics, Kforce, Microsoft, and Northrop Grumman.”
GOOGL · TZOO 10-KMar 11 '26
“For Jack's Flight Club , reach/usage information is based on data from Google Analytics and internal Jack's Flight Club statistics from the Jack's Flight Club CRM platform as of December 31, 2025.”
MSFT · TZOO 10-KMar 11 '26
“Travelzoo's production servers are hosted by Microsoft Azure, a cloud-based computing service operated by Microsoft.”
GOOGL · LPSN 10-KMar 16 '26
“LivePerson's Conversational AI systems have these capabilities, and are integrated with best-in-class generative AI systems including OpenAI, Microsoft, Google, and others, situating the LivePerson technology stack to benefit from the anticipated growth in the generative AI space.”
MSFT · LPSN 10-KMar 16 '26
“LivePerson's Conversational AI systems have these capabilities, and are integrated with best-in-class generative AI systems including OpenAI, Microsoft, Google, and others, situating the LivePerson technology stack to benefit from the anticipated growth in the generative AI space.”
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.”
MSFT · 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 · 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.”
MSFT · 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.”