“We make our platform available as a service across major cloud providers (consisting of Amazon Web Services ("AWS"), Google Cloud Platform ("GCP"), and Microsoft Azure ("Azure")) in more than 55 public cloud regions globally.”
“Manhattan Active WM runs on Google Cloud Platform, is offered exclusively via subscription, and includes state-of-the-art-fulfillment optimization technology, a consumer grade mobile app experience for the associate, and embedded gamification capabilities to improve associate engagement and performance.”
“Online traffic is also driven by internet search and social media referrals, including search results provided by Google, the primary search engine directing traffic to our websites, and links from Facebook, the primary social media platform directing traffic to our websites.”
“For example, in July 2020, we entered into the Google Commercial Agreement, pursuant to which Google agreed to supply us with certain Google Devices and Services for sale to our customers.”
“Similarly, Google provides us with storage capacity and certain collaboration tools, and also may non-renew its agreement by providing 15 days' notice prior to the end of the then-current term.”
“We rely on Google Cloud for a substantial portion of the computing, storage, data processing, networking, and other services for the Etsy Marketplace.”
“• Google, who distributes our apps through its App Store and who we rely on to collect fees and approve the terms of our consumer offers, and who plays an important role in the fulfillment of the ads we sell on our Pandora platform.”
“Customers typically pay us a monthly per-subscriber fee and include many of the leading MVPDs and virtual MVPDs such as Charter, Comcast (including Sky), Cox, DISH Network (including Sling TV), Google (including YouTube TV), Hulu + Live TV, Optimum (formerly Altice USA), Verizon and Vodafone.”
“In the twelve months ended December 31, 2025, we derived 62% of our revenue and 61% of our total bookings from the Apple App Store, and 20% of our revenue and 21% of our total bookings from the Google Play Store.”
DUOL
20.00%of its revenue comes from GOOGLdisclosed
GOOGL
0.05%of its revenue comes from Duolingo, Inc.derived
$208M relationship·388× more of DUOL’s book than GOOGL’s
“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.”
“In February 2026, we entered into a long-term geothermal portfolio PPA to supply up to 150MW of new geothermal capacity to support Google's data center's energy needs, through NV Energy's Clean Transition Tariff program.”
“Starz sells its services on a direct-to-consumer basis and through various distributors, including over-the-top providers (such as Amazon, Apple, Google and Hulu) and multichannel video programming distributors (such as Comcast, Charter, DIRECTV and DISH Network).”
“Sales to our five largest customers during the fiscal year ended March 31, 2025 accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0%.”
“Amwell adheres to what we believe to be the highest security standards in the industry, using Auth0 with OAuth 2.0 SSO webRTC for in-browser video and Google's Healthcare API for secure and standardized data storage.”
Alphabet Inc. has 23 disclosed suppliers and 112 disclosed customers. Each one is named in an SEC filing, either Alphabet Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Who supplies Alphabet Inc.?
23 disclosed
1PUBMPubMatic, Inc.▲ +0.48%
2ADEAAdeia Inc.▲ +0.90%
3CNVSCineverse Corp.▼ −1.36%
4CUZCousins Properties Inc6.30% of CUZ rev▼ −0.05%
5DLBDolby Laboratories, Inc.▼ −2.48%
6DUOLDuolingo, Inc.20.00% of DUOL rev▲ +1.89%
7HPPHudson Pacific Properties, Inc.▼ −2.43%
8INUVInuvo, Inc.▼ −2.29%
9NLOPNet Lease Office Properties5.70% of NLOP rev▼ −0.23%
10ORAOrmat Technologies, Inc.▼ −0.90%
11STRZStarz Entertainment Corp▼ −3.89%
12TTWOTake Two Interactive Software Inc▼ −4.66%
13SIRISirius XM Holdings Inc.▲ +0.54%
14CIFRCipher Digital Inc.▼ −2.72%
15IDCCInterDigital, Inc.▼ −3.89%
16UUnity Software Inc.▼ −1.04%
17BZFDBuzzFeed, Inc.▼ −4.85%
18APPAppLovin Corp▼ −1.27%
19HUTHut 8 Corp.▼ −4.54%
20IONQIonQ, Inc.▼ −1.15%
21NTNXNutanix, Inc.▲ +0.45%
22PODCPodcastOne, Inc.▼ −1.14%
23SWKSSkyworks Solutions, Inc.▲ +13.31%
Who buys from Alphabet Inc.?
112 disclosed
1ESTCElastic N.V.▲ +0.03%
2MANHManhattan Associates Inc▼ −0.72%
3MDBMongoDB, Inc.▼ −1.16%
4OSCROscar Health, Inc.▼ −4.23%
5
TSQ
Townsquare Media, Inc.
▲ +0.19%
6SNAPSnap Inc▼ −0.34%
7ADTADT Inc.▲ +0.28%
8DOCSDoximity, Inc.▼ −1.78%
9ETSYEtsy Inc▼ −0.60%
10RNGRingCentral, Inc.▲ +0.27%
11SIRISirius XM Holdings Inc.▲ +0.54%
12AMWLAmerican Well Corp▼ −1.95%
13BOBSBob's Discount Furniture, Inc.▼ −10.00%
14BSYBentley Systems Inc▲ +0.44%
15CAVACava Group, Inc.▼ −8.62%
16CHPTChargePoint Holdings, Inc.▼ −0.90%
17CLOVClover Health Investments, Corp.▼ −8.77%
18CNVSCineverse Corp.▼ −1.36%
19COURCoursera, Inc.▼ −2.21%
20CURVTorrid Holdings Inc.▼ −2.82%
21DBXDropbox, Inc.▲ +0.85%
22DSPViant Technology Inc.▼ −1.08%
23DTDynatrace, Inc.▲ +3.44%
24DUOLDuolingo, Inc.▲ +1.89%
25EEFTEuronet Worldwide, Inc.▼ −1.58%
26EGHT8X8 Inc▼ −1.28%
27ELFe.l.f. Beauty, Inc.▼ −1.29%
28FROGJFrog Ltd▲ +2.08%
29GRNDGrindr Inc.▼ −2.32%
30GTMZoomInfo Technologies Inc.▲ +0.24%
31INGMIngram Micro Holding Corp▼ −1.98%
32LMNDLemonade, Inc.▼ −0.70%
33LPSNLiveperson Inc▲ +2.58%
34MTCHMatch Group, Inc.▲ +2.99%
35NSITInsight Enterprises Inc▼ −1.23%
36OWLTOwlet, Inc.▼ −0.74%
37PEGAPegasystems Inc▼ −2.83%
38PINSPinterest, Inc.▼ −4.47%
39PRTSCarParts.com, Inc.▲ +1.56%
40RBLXRoblox Corp16.00% of RBLX rev▼ −2.14%
41RBRKRubrik, Inc.▲ +2.25%
42SNOWSnowflake Inc.▼ −2.68%
43TDAYUSA TODAY Co., Inc.▼ −0.08%
44TEMTempus AI, Inc.▲ +9.81%
45THRYThryv Holdings, Inc.0.00%
46TOSTToast, Inc.▼ −3.84%
47TTDTrade Desk, Inc.▼ −0.03%
48TTWOTake Two Interactive Software Inc▼ −4.66%
49TZOOTravelzoo▼ −3.59%
50UUnity Software Inc.▼ −1.04%
51USIOUsio, Inc.▼ −2.73%
52VIAVia Transportation, Inc.▼ −2.51%
53VISNVistance Networks, Inc.▲ +4.10%
54WWayfair Inc.▼ −0.92%
55WRBYWarby Parker Inc.▼ −5.43%
56WULFTerawulf Inc.▼ −6.21%
57YEXTYext, Inc.▼ −1.32%
58CHGGChegg, Inc▼ −2.70%
59GPROGoPro, Inc.▼ −4.81%
60RDDTReddit, Inc.▼ −2.31%
61BILLBILL Holdings, Inc.▲ +0.80%
62DHXDHI Group, Inc.▲ +1.87%
63DIBS1stdibs.com, Inc.▲ +3.56%
64DKNGDraftKings Inc.▼ −0.72%
65DLTHDuluth Holdings Inc.▼ −4.72%
66DOCUDocusign, Inc.▲ +3.00%
67DVDoubleVerify Holdings, Inc.▼ −0.23%
68EATBrinker International, Inc▼ −4.97%
69EQPTEquipmentShare.com Inc▼ −1.39%
70FOURShift4 Payments, Inc.▼ −6.57%
71FSLYFastly, Inc.▼ −2.25%
72GEMIGemini Space Station, Inc.▼ −9.36%
73HPQHP Inc▼ −0.73%
74IDNIntellicheck, Inc.▼ −4.86%
75INUVInuvo, Inc.▼ −2.29%
76KVYOKlaviyo, Inc.▼ −2.34%
77LEVILevi Strauss & Co▼ −2.03%
78LFTOLiftoff Mobile, Inc.▼ −1.87%
79LIFLife360, Inc.▼ −4.65%
80MEDPMedpace Holdings, Inc.▲ +4.06%
81NYTNew York Times Co▲ +2.10%
82OTEXOpen Text Corp▼ −1.10%
83PDPagerDuty, Inc.▼ −2.10%
84ROOTRoot, Inc.▼ −1.24%
85RVLVRevolve Group, Inc.▲ +0.98%
86RXRXRecursion Pharmaceuticals, Inc.▼ −4.99%
87RZLVRezolve AI PLC▼ −0.44%
88SEATVivid Seats Inc.▼ −4.04%
89TDCTeradata Corp▲ +0.04%
90TTANServiceTitan, Inc.▼ −0.83%
91TWLOTwilio Inc▲ +4.88%
92UPWKUpwork, Inc▼ −0.92%
93WBTNWEBTOON Entertainment Inc.▼ −3.09%
94YELPYelp Inc▼ −3.56%
95ZGZillow Group, Inc.▼ −2.01%
96ZIPZipRecruiter, Inc.▼ −1.90%
97ARENArena Group Holdings, Inc.▼ −1.78%
98DKIDarkIris Inc.▼ −2.96%
99DRIODarioHealth Corp.▼ −3.10%
100EAElectronic Arts Inc.▲ +0.10%
101GIGMGigamedia Ltd▼ −0.89%
102PENNPENN Entertainment, Inc.▼ −1.38%
103SSentinelOne, Inc.▲ +3.58%
104SPOTSpotify Technology S.A.▲ +0.30%
105GDEVGdev Inc.0.00%
106BRRProCap Financial, Inc.▼ −4.04%
107CXAICXApp Inc.▼ −4.46%
108LUXELuxExperience B.V.▼ −3.49%
109BODIBeachbody Company, Inc.▼ −2.59%
110EMBJEmbraer S.A.▼ −1.09%
111PRVAPrivia Health Group, Inc.▼ −2.50%
112TRIPTripAdvisor, Inc.▼ −2.82%
Supply chain
from SEC filings · 135 direct ties
GOOGL (Alphabet Inc.) has 23 disclosed suppliers and 112 disclosed customers, strongest disclosure first.
Suppliers:
PubMatic, Inc. (PUBM), +0.48% today
Adeia Inc. (ADEA), +0.90% today
Cineverse Corp. (CNVS), −1.36% today
Cousins Properties Inc (CUZ), −0.05% today
Dolby Laboratories, Inc. (DLB), −2.48% today
Duolingo, Inc. (DUOL), +1.89% today
Hudson Pacific Properties, Inc. (HPP), −2.43% today
Inuvo, Inc. (INUV), −2.29% today
Net Lease Office Properties (NLOP), −0.23% today
Ormat Technologies, Inc. (ORA), −0.90% today
Starz Entertainment Corp (STRZ), −3.89% today
Take Two Interactive Software Inc (TTWO), −4.66% today
Sirius XM Holdings Inc. (SIRI), +0.54% today
Cipher Digital Inc. (CIFR), −2.72% today
InterDigital, Inc. (IDCC), −3.89% today
Unity Software Inc. (U), −1.04% today
BuzzFeed, Inc. (BZFD), −4.85% today
AppLovin Corp (APP), −1.27% today
Hut 8 Corp. (HUT), −4.54% today
IonQ, Inc. (IONQ), −1.15% today
Nutanix, Inc. (NTNX), +0.45% today
PodcastOne, Inc. (PODC), −1.14% today
Skyworks Solutions, Inc. (SWKS), +13.31% today
Customers:
Elastic N.V. (ESTC), +0.03% today
Manhattan Associates Inc (MANH), −0.72% today
MongoDB, Inc. (MDB), −1.16% today
Oscar Health, Inc. (OSCR), −4.23% today
Townsquare Media, Inc. (TSQ), +0.19% today
Snap Inc (SNAP), −0.34% today
ADT Inc. (ADT), +0.28% today
Doximity, Inc. (DOCS), −1.78% today
Etsy Inc (ETSY), −0.60% today
RingCentral, Inc. (RNG), +0.27% today
Sirius XM Holdings Inc. (SIRI), +0.54% today
American Well Corp (AMWL), −1.95% today
Bob's Discount Furniture, Inc. (BOBS), −10.00% today
Bentley Systems Inc (BSY), +0.44% today
Cava Group, Inc. (CAVA), −8.62% today
ChargePoint Holdings, Inc. (CHPT), −0.90% today
Clover Health Investments, Corp. (CLOV), −8.77% today
Cineverse Corp. (CNVS), −1.36% today
Coursera, Inc. (COUR), −2.21% today
Torrid Holdings Inc. (CURV), −2.82% today
Dropbox, Inc. (DBX), +0.85% today
Viant Technology Inc. (DSP), −1.08% today
Dynatrace, Inc. (DT), +3.44% today
Duolingo, Inc. (DUOL), +1.89% today
Euronet Worldwide, Inc. (EEFT), −1.58% today
8X8 Inc (EGHT), −1.28% today
e.l.f. Beauty, Inc. (ELF), −1.29% today
JFrog Ltd (FROG), off tape
Grindr Inc. (GRND), off tape
ZoomInfo Technologies Inc. (GTM), off tape
Ingram Micro Holding Corp (INGM), off tape
Lemonade, Inc. (LMND), off tape
Liveperson Inc (LPSN), off tape
Match Group, Inc. (MTCH), off tape
Insight Enterprises Inc (NSIT), off tape
Owlet, Inc. (OWLT), off tape
Pegasystems Inc (PEGA), off tape
Pinterest, Inc. (PINS), off tape
CarParts.com, Inc. (PRTS), off tape
Roblox Corp (RBLX), off tape
Rubrik, Inc. (RBRK), off tape
Snowflake Inc. (SNOW), off tape
USA TODAY Co., Inc. (TDAY), off tape
Tempus AI, Inc. (TEM), off tape
Thryv Holdings, Inc. (THRY), off tape
Toast, Inc. (TOST), off tape
Trade Desk, Inc. (TTD), off tape
Take Two Interactive Software Inc (TTWO), −4.66% today
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SWKS▲ +13.31%, in the semis bundle.