| Stage | TTD | % of rev | GOOGL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $715M | 100.00% | $128B | 100.00% | GOOGL ×178.42 |
| Gross profit | $531M | 74.22% | $76.2B | 59.70% | TTD +14.5pp |
| Operating income | $102M | 14.21% | $40.6B | 31.81% | GOOGL +17.6pp |
| Pre-tax income | $113M | 15.82% | $32.4B | 25.36% | GOOGL +9.5pp |
| Net income | $64M | 9.01% | $26.5B | 20.75% | GOOGL +11.7pp |
| Stage | TTD | GOOGL | Gap · A − B |
|---|---|---|---|
| Revenue | $715M100.00% | $128B100.00% | GOOGL ×178.42 |
| Gross profit | 74.22%$531M | 59.70%$76.2B | TTD +14.5pp |
| Operating income | 14.21%$102M | 31.81%$40.6B | GOOGL +17.6pp |
| Pre-tax income | 15.82%$113M | 25.36%$32.4B | GOOGL +9.5pp |
| Net income |
| 9.01%$64M |
| 20.75%$26.5B |
| GOOGL +11.7pp |
TTD · DV 10-KFeb 26 '26
“● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt”
GOOGL · DV 10-KFeb 26 '26
“● Social Platforms : Facebook, Instagram, YouTube, TikTok, X (formerly Twitter), Snapchat, and Pinterest”
TTD · PUBM 10-KFeb 26 '26
“We are also party to an agreement with The Trade Desk, Inc., under which The Trade Desk is a buyer on our platform.”
GOOGL · PUBM 10-KFeb 26 '26
“A material portion of our revenue is generated through our relationship with Google and the Google DV360 DSP.”