| Stage | TBLA | % of rev | GOOGL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $462M | 100.00% | $128B | 100.00% | GOOGL ×275.98 |
| Gross profit | $152M | 32.96% | $76.2B | 59.70% | GOOGL +26.7pp |
| Operating income | $27M | 5.82% | $40.6B | 31.81% | GOOGL +26.0pp |
| Pre-tax income | $24M | 5.23% | $32.4B | 25.36% | GOOGL +20.1pp |
| Net income | $18M | 3.97% | $26.5B | 20.75% | GOOGL +16.8pp |
| Stage | TBLA | GOOGL | Gap · A − B |
|---|---|---|---|
| Revenue | $462M100.00% | $128B100.00% | GOOGL ×275.98 |
| Gross profit | 32.96%$152M | 59.70%$76.2B | GOOGL +26.7pp |
| Operating income | 5.82%$27M | 31.81%$40.6B | GOOGL +26.0pp |
| Pre-tax income | 5.23%$24M | 25.36%$32.4B | GOOGL +20.1pp |
| Net income |
| 3.97%$18M |
| 20.75%$26.5B |
| GOOGL +16.8pp |
None
TBLA · DV 10-KFeb 26 '26
“● Ad Platforms and Exchanges : Line Yahoo, Magnite, Teads, Epsilon, Nexxen, Taboola, Criteo”
GOOGL · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”