| Stage | GOOGL | % of rev | NFLX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $128B | 100.00% | $12.9B | 100.00% | GOOGL ×9.91 |
| Gross profit | $76.2B | 59.70% | $6.8B | 52.78% | GOOGL +6.9pp |
| Operating income | $40.6B | 31.81% | $4.5B | 34.63% | NFLX +2.8pp |
| Pre-tax income | $32.4B | 25.36% | $4.3B | 33.53% | NFLX +8.2pp |
| Net income | $26.5B | 20.75% | $3.7B | 28.46% | NFLX +7.7pp |
| Stage | GOOGL | NFLX | Gap · A − B |
|---|---|---|---|
| Revenue | $128B100.00% | $12.9B100.00% | GOOGL ×9.91 |
| Gross profit | 59.70%$76.2B | 52.78%$6.8B | GOOGL +6.9pp |
| Operating income | 31.81%$40.6B | 34.63%$4.5B | NFLX +2.8pp |
| Pre-tax income | 25.36%$32.4B | 33.53%$4.3B | NFLX +8.2pp |
| Net income |
| 20.75%$26.5B |
| 28.46%$3.7B |
| NFLX +7.7pp |
GOOGL · DLB 10-KNov 18 '25
“In October 2025, Microsoft and Google joined Via LA's HEVC/VVC patent pool as licensees.”
NFLX · DLB 10-KNov 18 '25
“Major streaming partners and services such as Netflix, Disney+, Apple TV, Amazon, HBO Max, Paramount+, and other streaming partners and services internationally, continue to enhance content in Dolby Vision and Dolby Atmos.”
GOOGL · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
NFLX · DV 10-KFeb 26 '26
“● CTV : Amazon, Netflix, Disney+, Hulu and Roku”
GOOGL · HPP 10-KFeb 27 '26
“As of December 31, 2025, our three largest tenants were Google, Inc., Netflix, Inc. and Amazon, which together accounted for 20.6% of the HPP's share of the annualized base rent generated by our office properties.”
NFLX · HPP 10-KFeb 27 '26
“As of December 31, 2025, our three largest tenants were Google, Inc., Netflix, Inc. and Amazon, which together accounted for 20.6% of the HPP's share of the annualized base rent generated by our office properties.”
GOOGL · CNVS 10-KJun 26 '26
“o Licensing film and TV content to leading players in OTT streaming ecosystem with Amazon, Apple, Netflix and Google.”
NFLX · CNVS 10-KJun 26 '26
“o Licensing film and TV content to leading players in OTT streaming ecosystem with Amazon, Apple, Netflix and Google.”