MELI compared with NET: revenue, margins and what each company keeps, and the suppliers and customers both name

MELIMercadolibre Inc

Mkt capRevenueRevenue

NETCloudflare, Inc.

Mkt capRevenueRevenue

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MELIMercadolibre Inc

NETCloudflare, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only MELI 8

AAPLApple TV+supplier

NFLXNetflixsupplier

DISDisney+supplier

WBDHBO Maxsupplier

4 more · MELI chain ›

Shared 0

No shared counterparties.

Only NET 5

CHPTChargePointcustomer

LCFYLocafycustomer

—JD Cloudunlistedsupplier

—Kiwi Farms

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

unlisted

customer

1 more · NET chain ›

MELIMercadolibre Inc

1,680.56▲+3.45%· post 1,685.00· delayed

Mkt cap$82.4BRevenue$10.2BQ2 FY26Revenue$28.9BFY25

NETCloudflare, Inc.

265.04▼−5.58%· post 266.01· delayed

After hoursNov 2 '26delayed

Mkt cap$100.0BRevenue$696MQ2 FY26Revenue$2.2BFY25

Compare

After hoursNov 2 '26delayed

MELIMercadolibre Inc

NETCloudflare, Inc.

1,680.56▲+3.45%post 1,685.00delayed

Price

265.04▼−5.58%post 266.01delayed

$82.4B

Mkt cap

$100.0B

Q2 FY26$10.2B

Revenue

$696MQ2 FY26

FY25$28.9B

Revenue

$2.2BFY25

MELI1,680.56▲+3.45%vsNET265.04▼−5.58%After hoursNov 2 '26delayed