| Stage | META | % of rev | AMZN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $64.6B | 100.00% | $202B | 100.00% | AMZN ×3.13 |
| Gross profit | $51.2B | 79.31% | $77.4B | 38.31% | META +41.0pp |
| Operating income | $13.0B | 20.10% | $28.1B | 13.90% | META +6.2pp |
| Pre-tax income | $13.0B | 20.13% | $26.9B | 13.31% | META +6.8pp |
| Net income | $9.9B | 15.26% | $20.7B | 10.24% | META +5.0pp |
| Stage | META | AMZN | Gap · A − B |
|---|---|---|---|
| Revenue | $64.6B100.00% | $202B100.00% | AMZN ×3.13 |
| Gross profit | 79.31%$51.2B | 38.31%$77.4B | META +41.0pp |
| Operating income | 20.10%$13.0B | 13.90%$28.1B | META +6.2pp |
| Pre-tax income | 20.13%$13.0B | 13.31%$26.9B | META +6.8pp |
| Net income |
| 15.26%$9.9B |
| 10.24%$20.7B |
| META +5.0pp |
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.”
AMZN · PINS 10-KFeb 12 '26
“Our material cash requirements as of December 31, 2025 include our $312.3 million commitment with Amazon Web Services, for which we are not subject to annual purchase commitments, and our $323.5 million of operating lease obligations, of which $50.0 million is due within the next 12 months.”
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.”
AMZN · LMND 10-KFeb 26 '25
“We currently offer our products through our website and online app using Amazon Web Services ("AWS") data centers, a provider of cloud infrastructure services.”
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.”
AMZN · CUZ 10-KFeb 6 '25
“1 Amazon 5 3 1,296,397 $ 69,610 8.1% 5.2”
META · ELF 10-KMay 29 '25
“For example, we maintain Snapchat, Facebook, TikTok, X (formerly Twitter), Roblox, Twitch, Pinterest, Instagram and YouTube accounts.”
AMZN · ELF 10-KMay 29 '25
“Our largest customers, Target, Walmart, Ulta Beauty and Amazon, accounted for 23%, 16%, 12%, and 12% respectively, of our net sales in the fiscal year ended March 31, 2025.”
META · DLB 10-KNov 18 '25
“Instagram for iOS is now the first Meta app to support Dolby Vision.”
AMZN · 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.”
META · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
AMZN · DV 10-KFeb 26 '26
“● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt”
META · TDUP 10-KMar 2 '26
“In particular, we rely on search engines, such as Google, the major mobile application stores and social media platforms such as Facebook and Instagram as important marketing channels.”
AMZN · TDUP 10-KMar 2 '26
“We currently host our domestic core marketplace and support our operations using Amazon Web Services ("AWS") data centers, a provider of cloud infrastructure services.”
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.”
AMZN · DKNG 10-KFeb 13 '26
“We rely on Amazon Web Services to deliver our product offerings to users, and any disruption of or interference with our use of Amazon Web Services could adversely affect our business, financial condition, results of operations and prospects.”
META · U 10-KFeb 11 '26
“Most of these companies are also our partners and customers.”
AMZN · U 10-KFeb 11 '26
“Most of these companies are also our partners and 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.”
AMZN · 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.”
META · ETSY 10-KFeb 19 '26
“We also obtain a significant number of visits from social media platforms such as Facebook, Instagram, and Pinterest.”
AMZN · ETSY 10-KFeb 19 '26
“Depop relies on Amazon Web Services for its primary production environment, and that marketplace is thus subject to analogous risks.”
META · WBTN 10-KMar 5 '26
“For paying user acquisition, we utilize a variety of digital channels, such as LINE, Google, Meta and TikTok.”
AMZN · WBTN 10-KMar 5 '26
“Animation continues to be a major initiative for us, and we have recently announced that Amazon MGM Studios greenlit Lore Olympus to be developed into a new animated series in conjunction with The Jim Henson Company.”
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.”
AMZN · ZIP 10-KFeb 25 '26
“We rely on Amazon Web Services, or AWS, to host our marketplace and other service providers for certain critical business processes, and any disruption of service from AWS or other critical service providers or material change to our arrangement with AWS or other critical service providers could adversely affect our business.”
META · GDRX 10-KFeb 26 '26
“Our consumers may engage with us online through our social media pages, including, for example, our presence on Facebook, Instagram, X (formerly known as Twitter), and TikTok, by providing feedback and public commentary about all aspects of our business.”
AMZN · GDRX 10-KFeb 26 '26
“Nearly all of our data storage and analytics are conducted on, and the data and content we create associated with sales on our apps and websites are processed through servers hosted by these providers, particularly Amazon Web Services.”
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.”
AMZN · CAST 10-KSep 28 '26
“We utilize the services of third-party cloud computing providers, more specifically, Amazon Web Services.”
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.”
AMZN · PRTS 10-KMar 5 '26
“We sell aftermarket automotive products to individual consumers and business customers through our owned digital channels, including our flagship website, www.carparts.com , our mobile app, and our wholesale platform, as well as through select third-party online marketplaces, including eBay and Amazon.”
META · INUV 10-KMar 5 '26
“Our keyword advertising is done primarily with Google and Facebook, but also with Yahoo!.”
AMZN · 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.”
META · LUXE 20-FSep 16 '26
“For example, we currently maintain TikTok, Instagram, Facebook, X (formerly Twitter), Pinterest, YouTube, Weibo, WeChat, and Naver accounts.”
AMZN · LUXE 20-FSep 16 '26
“We outsource the vast majority of our cloud infrastructure to Amazon Web Services ("AWS"), which hosts our sites and products.”