NASDAQ-100 (NDX)S&P 100 (OEX)

Cross-Company Taxonomy for Cloud Storage — 5 Companies

CompanyProductRevenue Segment
AAPL
Q3 FY2026Jun 27, 2026
Cloud Storage
Services
Products also in this segment: App Stores, Streaming Service +2 · Sign in to see all
$30.74B28.1%↑ 12.1%
CRWV
Q2 FY2026Jun 30, 2026
Cloud Storage
Total Revenue
Products also in this segment: GPU Cloud Computing, Managed Kubernetes +4 · Sign in to see all
$2.58B100.0%↑ 112.5%
GOOGL · GOOG
Q2 FY2026Jun 30, 2026
Cloud Storage
Google Cloud
Products also in this segment: Cloud Computing Service, Productivity Software +2 · Sign in to see all
$24.77B20.7%↑ 81.8%
NBIS
Q2 FY2026Jun 30, 2026
Cloud Storage
Nebius AI cloud
Products also in this segment: AI Inference Services, GPU Cloud Computing +1 · Sign in to see all
$574.9M98.1%↑ 513.6%
ORCL
Q1 FY2027Aug 31, 2026
Cloud Storage
Cloud infrastructure
Products also in this segment: Analytics, Application Development +9 · Sign in to see all
$7.39B38.2%↑ 120.7%

Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric

Combined Segment Metrics: Cloud Storage vs Related Products?

Cloud Storage5 companies · $66.04B segment revenueLed by AAPL (47%)+44.5%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
AAPLServicesServicesQ3 FY2026$30.74B46.5%28.1%+12.1%
GOOGL · GOOGGoogle CloudGoogle CloudQ2 FY2026$24.77B37.5%20.7%+81.8%
ORCLCloud infrastructureCloud infrastructureQ1 FY2027$7.39B11.2%38.2%+120.7%
CRWVTotal RevenueTotal RevenueQ2 FY2026$2.58B3.9%100.0%+112.5%
NBISNebius AI cloudNebius AI cloudQ2 FY2026$574.9M0.9%98.1%+513.6%
AI Accelerators5 companies · $83.66B segment revenueLed by NVDA (58%)+ Add to results+92.0%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
NVDAHyperscaleHyperscaleQ2 FY2027$48.71B58.2%50.6%+101.5%
GOOGL · GOOGGoogle CloudGoogle CloudQ2 FY2026$24.77B29.6%20.7%+81.8%
AMDData CenterData CenterQ2 FY2026$6.72B8.0%58.2%+107.3%
MRVLData CenterData CenterQ2 FY2027$2.17B2.6%79.3%+45.7%
ARMRoyalty
License and Other		Royalty
License and Other		Q1 FY2027$1.29B1.5%100.0%+22.4%
AI Services3 companies · $50.87B segment revenueLed by GOOGL (49%)+ Add to results+46.6%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
GOOGL · GOOGGoogle CloudGoogle CloudQ2 FY2026$24.77B48.7%20.7%+81.8%
ACNConsulting
Managed Services		Consulting
Managed Services		Q3 FY2026$18.72B36.8%100.0%+5.6%
ORCLCloud infrastructureCloud infrastructureQ1 FY2027$7.39B14.5%38.2%+120.7%

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