Cross-Company Taxonomy for Streaming Service — 6 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% | |
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+15.3%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| AAPLServices | Services | Q3 FY2026 | $30.74B | 39.2% | 28.1% | +12.1% |
| AMZNSubscription Services | Subscription Services | Q2 FY2026 | $13.73B | 17.5% | 6.8% | +12.5% |
| GOOGL · GOOGGoogle Subscriptions, Platforms and Devices | Google Subscriptions, Platforms and Devices | Q2 FY2026 | $12.91B | 16.5% | 10.8% | +15.2% |
| NFLXTotal Revenue | Total Revenue | Q2 FY2026 | $12.56B | 16.0% | 100.0% | +13.4% |
| MELICommerce Services | Commerce Services | Q2 FY2026 | $4.30B | 5.5% | 42.3% | +42.0% |
| CMCSADomestic Distribution Domestic Advertising | Domestic Distribution Domestic Advertising | Q2 FY2026 | $4.16B | 5.3% | 13.1% | +37.3% |
Cloud Storage+ Add to results+38.5%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| AAPLServices | Services | Q3 FY2026 | $30.74B | 52.4% | 28.1% | +12.1% |
| GOOGL · GOOGGoogle Cloud | Google Cloud | Q2 FY2026 | $24.77B | 42.2% | 20.7% | +81.8% |
| CRWVTotal Revenue | Total Revenue | Q2 FY2026 | $2.58B | 4.4% | 100.0% | +112.5% |
| NBISNebius AI cloud | Nebius AI cloud | Q2 FY2026 | $574.9M | 1.0% | 98.1% | +513.6% |
Online Advertising+ Add to results+21.1%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| GOOGL · GOOGGoogle Advertising | Google Advertising | Q2 FY2026 | $81.63B | 43.6% | 68.1% | +14.4% |
| METAAdvertising | Advertising | Q2 FY2026 | $59.36B | 31.7% | 97.6% | +27.5% |
| AMZNAdvertising Services | Advertising Services | Q2 FY2026 | $19.81B | 10.6% | 9.9% | +26.2% |
| NFLXTotal Revenue | Total Revenue | Q2 FY2026 | $12.56B | 6.7% | 100.0% | +13.4% |
| DASHTotal Revenue | Total Revenue | Q2 FY2026 | $4.45B | 2.4% | 100.0% | +35.6% |
| MELICommerce Services | Commerce Services | Q2 FY2026 | $4.30B | 2.3% | 42.3% | +42.0% |
| SHOPMerchant Solutions | Merchant Solutions | Q2 FY2026 | $2.78B | 1.5% | 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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