Cross-Company Taxonomy for Streaming Service — 7 Companies
| Company | Product | Revenue Segment | |||
|---|---|---|---|---|---|
AAPL | Services | $30.74B? | 28.1% | ↑ 12.1% | |
AMZN | Subscription Services Products also in this segment: Retail Membership Program | $13.73B? | 6.8% | ↑ 12.5% | |
CMCSA | Domestic Distribution Products also in this segment: Television Networks | $1.99B? | 6.3% | ↑ 22.1% | |
CMCSA | Domestic Advertising Products also in this segment: Television Networks | $2.16B? | 6.8% | ↑ 55.1% | |
DIS | Entertainment › Subscription and Affiliate Fees Products also in this segment: Television Networks | $7.55B? | 29.2% | ↑ 11.5% | |
DIS | Entertainment › Advertising Products also in this segment: Television Networks | $1.63B? | 6.3% | ↓ 1.0% | |
DIS | Sports › Subscription and Affiliate Fees Products also in this segment: Television Networks | $3.14B? | 12.2% | ↑ 8.4% | |
DIS | Sports › Advertising Products also in this segment: Television Networks | $1.20B? | 4.7% | ↑ 4.9% | |
GOOGL · GOOG | Google Subscriptions, Platforms and Devices | $12.91B? | 10.8% | ↑ 15.2% | |
MELI | Commerce Services | $4.30B? | 42.3% | ↑ 42.0% | |
NFLX | Total Revenue Products also in this segment: Online Advertising, Online Game | $12.56B? | 100.0% | ↑ 13.4% |
Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric
Combined Segment Metrics: Streaming Service vs Related Products?
Streaming Service+14.3%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| AAPLServices | Services | Q3 FY2026 | $30.74B | 33.4% | 28.1% | +12.1% |
| AMZNSubscription Services | Subscription Services | Q2 FY2026 | $13.73B | 14.9% | 6.8% | +12.5% |
| DISEntertainment › Subscription and Affiliate Fees Entertainment › Advertising Sports › Subscription and Affiliate Fees Sports › Advertising | Entertainment › Subscription and Affiliate Fees Entertainment › Advertising Sports › Subscription and Affiliate Fees Sports › Advertising | Q3 FY2026 | $13.52B | 14.7% | 52.4% | +8.5% |
| GOOGL · GOOGGoogle Subscriptions, Platforms and Devices | Google Subscriptions, Platforms and Devices | Q2 FY2026 | $12.91B | 14.0% | 10.8% | +15.2% |
| NFLXTotal Revenue | Total Revenue | Q2 FY2026 | $12.56B | 13.7% | 100.0% | +13.4% |
| MELICommerce Services | Commerce Services | Q2 FY2026 | $4.30B | 4.7% | 42.3% | +42.0% |
| CMCSADomestic Distribution Domestic Advertising | Domestic Distribution Domestic Advertising | Q2 FY2026 | $4.16B | 4.5% | 13.1% | +37.3% |
Cloud Storage+ Add to results+44.5%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| AAPLServices | Services | Q3 FY2026 | $30.74B | 46.5% | 28.1% | +12.1% |
| GOOGL · GOOGGoogle Cloud | Google Cloud | Q2 FY2026 | $24.77B | 37.5% | 20.7% | +81.8% |
| ORCLCloud infrastructure | Cloud infrastructure | Q1 FY2027 | $7.39B | 11.2% | 38.2% | +120.7% |
| CRWVTotal Revenue | Total Revenue | Q2 FY2026 | $2.58B | 3.9% | 100.0% | +112.5% |
| NBISNebius AI cloud | Nebius AI cloud | Q2 FY2026 | $574.9M | 0.9% | 98.1% | +513.6% |
Online Advertising+ Add to results+20.4%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| GOOGL · GOOGGoogle Advertising | Google Advertising | Q2 FY2026 | $81.63B | 40.9% | 68.1% | +14.4% |
| METAAdvertising | Advertising | Q2 FY2026 | $59.36B | 29.7% | 97.6% | +27.5% |
| AMZNAdvertising Services | Advertising Services | Q2 FY2026 | $19.81B | 9.9% | 9.9% | +26.2% |
| UBERMobility Delivery | Mobility Delivery | Q2 FY2026 | $12.61B | 6.3% | 88.8% | +10.7% |
| NFLXTotal Revenue | Total Revenue | Q2 FY2026 | $12.56B | 6.3% | 100.0% | +13.4% |
| DASHTotal Revenue | Total Revenue | Q2 FY2026 | $4.45B | 2.2% | 100.0% | +35.6% |
| MELICommerce Services | Commerce Services | Q2 FY2026 | $4.30B | 2.2% | 42.3% | +42.0% |
| SHOPMerchant Solutions | Merchant Solutions | Q2 FY2026 | $2.78B | 1.4% | 77.6% | +37.4% |
| APPTotal Revenue | Total Revenue | Q2 FY2026 | $1.92B | 1.0% | 100.0% | +52.8% |
| BKNGAdvertising and Other | Advertising and Other | Q2 FY2026 | $322M | 0.2% | 4.4% | +8.4% |
| PDDOnline Marketing Services and Others | Online Marketing Services and Others | Q2 FY2026 | ¥57.64B | — | 51.3% | +3.5% |
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