# Who are Alphabet (Google)'s customers? Who does Alphabet (Google) earn revenue from?
Canonical: https://valuechain.wiki/alphabet · Facet: customers · Updated: 2026-09-24T12:56:01.290143+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Alphabet (Google)'s confirmed revenue counterparties include Anthropic, Recursion Pharmaceuticals, Intuit Inc. plus 26 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 29 revenue edges, backed by 43 dated sources, 10 of them primary filings (as of 2026-09-24).

### 광고·소비자 (Search·YouTube·Android) (high)
- metric: Revenue $402.8B · FY2025 · 10-K annual total revenue
- note: The demand end of the chain: Search, YouTube and Android ads plus subscriptions make up most revenue. FY2025 total revenue $402.8B.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-05) https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm: "FY2025 total revenue $402.8B (+15%), net income $132.2B; YouTube annual revenue over $60B."

### Berkshire Hathaway (high)  → /berkshire-hathaway.md
- metric: equity stake 16.63$B · 57,835,013 shares
- note: Berkshire is a new Alphabet shareholder, Buffett's only hyperscaler bet after avoiding AI.
- [confirms] SEC EDGAR (EN, filing, published 2026-05-15) https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml: "ALPHABET INC ... value 16,628,526,688 ... shares 57,835,013."

### Anthropic (high)  → /anthropic.md
- note: Supplies 5GW of TPU cloud to Anthropic plus up to $40B investment.
- [confirms] TechCrunch (EN, news, published 2026-04-24) https://techcrunch.com/2026/04/24/google-to-invest-up-to-40b-in-anthropic-in-cash-and-compute/: "Supplies 5GW of TPU cloud to Anthropic plus up to $40B investment."
- [confirms] Anthropic (EN, ir, published 2026-04-21) https://www.anthropic.com/news/google-broadcom-partnership-compute: "Supplies 5GW of TPU cloud to Anthropic plus up to $40B investment."

### Recursion Pharmaceuticals (high)  → /recursion.md
- note: AI drug-discovery firm Recursion uses Google Cloud as its primary cloud (since 2019, expanded 2024): GKE, BigQuery, Gemini.
- [confirms] PR Newswire (EN, ir, published 2024-10-21) https://www.prnewswire.com/news-releases/recursion-and-google-cloud-announce-expansion-of-partnership-to-support-drug-discovery-with-cloud-and-exploration-of-generative-ai-technologies-302281509.html: "Recursion and Google Cloud announce expansion of partnership."

### 인튜이트 (high)  → /intuit.md
- note: Intuit's 10-K names Google Cloud Platform as another public cloud provider it uses to run its online offerings. As with Amazon (AWS), vendor-specific spend is not disclosed.
- [confirms] SEC EDGAR (EN, filing, published 2025-09-03) https://www.sec.gov/Archives/edgar/data/896878/000089687825000035/intu-20250731.htm: "We use public cloud providers, such as Amazon Web Services and Google Cloud Platform, for most of our systems, networks, and databases used to operate these online offerings."

### 세일즈포스 (high)  → /salesforce.md
- note: In February 2025 Google expanded its strategic partnership with Salesforce so that Agentforce, Data Cloud and Customer 360 Apps run on Google Cloud infrastructure, with procurement also available via Google Cloud Marketplace. A June 2025 Korean media report separately noted that Salesforce's Hyperforce uses Google Cloud infrastructure alongside AWS. No dollar value is disclosed.
- [confirms] Electronic Times (etnews) (KO, news, published 2025-06-18) https://www.etnews.com/20250618000223: "[Salesforce Korea CEO] explained that Salesforce provides its service on hyperscale data-center infrastructure such as Amazon Web Services (AWS) and Google Cloud."
- [mentions] ZDNet Korea (KO, news, published 2025-03-06) https://zdnet.co.kr/view/?no=20250306190211: "Salesforce Korea said its Agentforce AI-agent platform secured 5,000 customers worldwide within 90 days of launch."
- [confirms] Salesforce (EN, ir, published 2025-02-24) https://www.salesforce.com/news/press-releases/2025/02/24/google-partnership-expansion-gemini-agentforce/: "Salesforce's Agentforce, Data Cloud, and Customer 360 Apps will run on Google Cloud infrastructure, with access to new regions and simplified procurement through the Google Cloud Marketplace."

### 부킹 홀딩스 (high)  → /booking-holdings.md
- note: Alphabet (Google) sells the search advertising that serves as a major performance-marketing channel for Booking Holdings. Booking does not disclose Google-specific ad spend, while paid-search analysis independently confirms Booking.com's substantial Google Ads presence.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-18) https://www.sec.gov/Archives/edgar/data/1075531/000107553126000009/bkng-20251231.htm: "online search engines (primarily Google)"
- [confirms] Adthena (EN, analysis, published 2025-04-28) https://www.adthena.com/resources/blog/paid-search-power-plays/: "Booking.com commands a leading 27% of the travel accommodation Google Ads market."
- [mentions] Hana Securities (KO, research, published 2024-08-05) https://www.hanaw.com/download/research/FileServer/WEB/global/company/2024/08/05/BKNG_0805.pdf: "The company was increasing marketing investment in social-media channels."

### 도어대시 (high)  → /doordash.md
- note: Alphabet provides Google Maps, which DoorDash identifies as a third-party service it uses or relies on, and Google Maps Platform also confirms DoorDash's deployment and joint improvements to delivery navigation, although usage fees were not disclosed.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-18) https://www.sec.gov/Archives/edgar/data/1792789/000179278926000013/dash-20251231.htm: "utilize or rely on ... Google Maps"
- [confirms] Google Maps Platform (EN, analysis, published 2022-08-22) https://mapsplatform.google.com/resources/blog/improving-navigation-experience-hyperlocal-context/: "Google Maps Platform is an invaluable part of DoorDash's business."

### 앱러빈 (high)  → /applovin.md
- note: Alphabet provides AppLovin with Google Cloud services including GKE, Cloud CDN, Cloud Storage, and GPU virtual machines for its advertising and AI infrastructure, but AppLovin's $702.8 million of non-cancelable purchase obligations at year-end 2025 covered an unnamed cloud arrangement, so that company-wide amount is not attributed to Google Cloud in this edge metric.
- [mentions] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/1751008/000175100826000010/app-20251231.htm: "agreement for third-party cloud computing services"
- [confirms] Google Cloud (EN, ir, published 2023-12-12) https://cloud.google.com/blog/products/compute/applovin-builds-ai-ad-platform-on-google-cloud-g2-vms/: "AppLovin upgraded the infrastructure supporting its AI advertising algorithm"
- [confirms] Google Cloud (EN, ir, published 2022-10-06) https://cloud.google.com/blog/products/application-modernization/applovin-powers-future-growth-with-google-cloud: "more than double its use of Google infrastructure and compute"

### 신타스 (high)  → /cintas.md
- note: Alphabet provides Google Cloud for Cintas's internal knowledge search and legacy enterprise applications, to which Cintas completed the migration of its on-premises applications in 2023.
- [confirms] Google Cloud (EN, ir, published 2024-04-09) https://www.googlecloudpresscorner.com/2024-04-09-Cintas-Builds-Generative-AI-Powered-Internal-Knowledge-Center-with-Google-Cloud: "Cintas Corporation and Google Cloud today announced an expanded partnership to support Cintas' ongoing digital transformation."

### 콜게이트파몰리브 (high)  → /colgate-palmolive.md
- note: Alphabet provides Google Kubernetes Engine, which Colgate-Palmolive adopted as its preferred managed environment, and Cloud Run, which it uses for internal applications, but Colgate-Palmolive's spending on Google Cloud has not been disclosed.
- [confirms] Google Cloud Blog (EN, news, published 2023-07-13) https://cloud.google.com/blog/products/containers-kubernetes/colgate-uses-cloud-run-for-serverless-containers?hl=en: "At Colgate-Palmolive, we rely on Kubernetes and have embraced Google Kubernetes Engine as our preferred way to manage it."

### 익스피디아 그룹 (high)  → /expedia-group.md
- note: Alphabet (Google) provides Expedia Group with travel-related keywords and meaningful website traffic through search and display advertising on Google, while spending with Google has not been separately disclosed.
- [confirms] U.S. Securities and Exchange Commission (EN, filing, published 2026-02-13) https://www.sec.gov/Archives/edgar/data/1324424/000132442426000008/expe-20251231.htm: "We receive meaningful traffic to our websites and those of our affiliates through participation in pay-per-click and display advertising campaigns on search engines, including Google."

### 크래프트 하인즈 (high)  → /kraft-heinz.md
- note: Alphabet, through Google, entered a multiyear strategic partnership with Kraft Heinz involving Google Cloud data and analytics technology and Google Ads, directly supporting Kraft Heinz's data platform, product-development analytics, and advertising operations.
- [confirms] The Kraft Heinz Company (EN, news, published 2022-02-18) https://news.kraftheinzcompany.com/press-releases-details/2022/Kraft-Heinz-Partners-with-Google-to-Accelerate-and-Scale-Ambitious-Digital-Transformation-and-Sustainable-Innovation-Agenda/default.aspx: "From leveraging data and analytics technologies provided by Google Cloud, to enhancing the food giant's full-funnel marketing strategy with Google Ads."

### 잉거솔 랜드 (high)  → /ingersoll-rand.md
- note: Alphabet, through Google Cloud, entered a five-year collaboration with Ingersoll Rand in 2021 to consolidate IoT device-management platforms across more than 40 brands on a single cloud architecture, with spending on Google Cloud undisclosed.
- [confirms] Ingersoll Rand (EN, ir, published 2021-02-18) https://investors.irco.com/news/news-details/2021/Ingersoll-Rand-Selects-Google-Cloud-to-Accelerate-IoT-Innovation-Across-Its-Global-Industrial-Portfolio/default.aspx: "Google Cloud enables expansion of IoT connectivity across 40+ Ingersoll Rand brands and hundreds of products."

### Google Cloud 고객 (기업·AI) (mid)
- metric: Revenue ~$17.7B · Q4 2025 · quarterly revenue (run-rate $70B+)
- note: Sells GCP and TPU compute to enterprise and AI customers. Q4 2025 revenue $17.7B (+48%), run-rate over $70B.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-05) https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm: "Google Cloud revenue surged on AI demand (Q4 +48%, run-rate over $70B)."

### 플래닛랩스 (mid)  → /planet-labs.md
- note: Google Cloud provides Planet Labs' satellite-data storage and processing infrastructure (BigQuery etc.) under a 2021 partnership tracing back to the 2017 Terra Bella sale; in 2026 the two announced Project Suncatcher, an orbital AI datacenter demonstration. Amounts undisclosed.
- [mentions] SpaceNews (EN, news, published 2026-01-05) https://spacenews.com/planet-bets-on-orbital-data-centers-in-partnership-with-google/: "Planet announced a partnership with Google on Project Suncatcher, an effort to demonstrate the ability of AI data centers to operate in orbit."
- [confirms] Planet Labs (EN, ir, published 2021-08-18) https://www.planet.com/pulse/planet-and-google-cloud/: "customers can leverage Google Cloud's global, flexible infrastructure and BigQuery to process large volumes of Planet data on-the-fly ... Planet customers can use Google Cloud to store and process data."

### Walmart Inc (mid)  → /walmart.md
- note: Alphabet (Google) has a revenue relationship with Walmart through their AI commerce partnership and Google Cloud usage.
- [confirms] The Korea Economic Daily (KO, news, published 2026-01-12) https://www.hankyung.com/amp/2026011259131: "Google and Walmart co-developed Gemini shopping and the UCP standard, cooperating on AI commerce."

### McDonald's (mid)  → /mcdonalds.md
- note: Alphabet's Google Cloud supplies cloud and generative-AI services to McDonald's under a 2023 strategic partnership, including the ArchIQ drive-thru system.
- [confirms] PR Newswire (McDonald's, Google Cloud) (EN, ir, published 2023-12-06) https://www.prnewswire.com/news-releases/mcdonalds-and-google-cloud-announce-strategic-partnership-to-connect-latest-cloud-technology-and-apply-generative-ai-solutions-across-its-restaurants-worldwide-302006915.html: "McDonald's adopts Google Cloud to apply cloud and generative AI across its restaurants worldwide."

### MercadoLibre (mid)  → /mercadolibre.md
- note: Google Cloud counts MercadoLibre as a cloud customer and is named alongside AWS as one of its largest cloud providers in the 10-K.
- [confirms] MercadoLibre FY2025 Form 10-K (EN, filing, published 2026-02-25) https://www.sec.gov/Archives/edgar/data/1099590/000109959026000006/meli-20251231.htm: "The 10-K names Google Cloud Platform, with AWS, as MercadoLibre's largest cloud provider."

### Shopify (mid)  → /shopify.md
- note: Alphabet, through Google Cloud, hosts Shopify's commerce-platform infrastructure and is paid for it; Shopify's cloud spend is revenue for Google Cloud (Alphabet).
- [confirms] Shopify Engineering (EN, ir, published 2018-03-26) https://shopify.engineering/shopify-infrastructure-collaboration-with-google: "Shopify migrated its commerce cloud to Google Cloud and runs its platform there, and that usage is revenue for Google Cloud (Alphabet)."

### Uber (mid)  → /uber.md
- note: Alphabet, through Google Cloud, hosts Uber's platform infrastructure under a 2023 seven-year deal and is paid for it; Uber's cloud spend is revenue for Google Cloud (Alphabet).
- [confirms] Forbes (EN, news, published 2023-02-21) https://www.forbes.com/sites/danielnewman/2023/02/21/uber-goes-big-on-cloud-with-google-and-oracle-as-cloud-architecture-debate-continues/: "Uber signed a seven-year deal to move infrastructure onto Alphabet's Google Cloud, and that usage is revenue for Google Cloud."

### Costco Wholesale (mid)  → /costco.md
- note: Costco is a Google Cloud customer, running its AI and analytics platform on Vertex AI.
- [confirms] Constellation Research (EN, research, published 2025-12-15) https://www.constellationr.com/insights/news/costco-approaching-ai-very-costco-way: "Costco leverages Google Cloud's Vertex AI platform for AI and analytics."

### LVMH (mid)  → /lvmh.md
- note: Luxury group LVMH adopted Google Cloud for AI/ML and IT modernization under a 2021 strategic partnership.
- [confirms] Google Cloud Press Corner (EN, ir, published 2021-06-16) https://www.googlecloudpresscorner.com/2021-06-16-LVMH-and-Google-Cloud-Create-Strategic-Partnership-for-AI-and-Cloud-Based-Innovation: "LVMH formed a strategic partnership with Google Cloud to develop cloud-based AI."

### 워크데이 (mid)  → /workday.md
- note: Workday's 10-K names Google Cloud as another public cloud provider it uses. Under a 2021 multi-year partnership, Workday Financial Management, HCM and Adaptive Planning can be deployed on Google Cloud infrastructure, and in May 2026 the partnership was expanded to connect Workday's agents with Google Cloud's agent platform (Gemini Enterprise). Vendor-specific spend is not disclosed.
- [confirms] Workday Newsroom (EN, ir, published 2026-05-28) https://newsroom.workday.com/2026-05-28-Workday-and-Google-Cloud-Expand-Strategic-Partnership-to-Bring-AI-Agents-for-HR-and-Finance-Into-Employees-Daily-Workflows: "Combining the Workday Agent System of Record (ASOR) and agent roadmap with Google Cloud's enterprise-ready agent platform and leading models, creating a single, trusted foundation where agents from both companies and third parties work together on real HR and finance workflows."
- [confirms] SEC EDGAR (EN, filing, published 2026-03-06) https://www.sec.gov/Archives/edgar/data/1327811/000132781126000014/wday-20260131.htm: "Strategic partnerships with public cloud providers, including Amazon Web Services, Inc. ("AWS") and Google Cloud, allow our customers to innovate with modern cloud infrastructure services while reducing their committed spend on cloud."
- [confirms] PR Newswire (EN, news, published 2021-08-10) https://www.prnewswire.com/news-releases/google-cloud-and-workday-announce-multi-year-strategic-partnership-to-digitally-transform-enterprises-around-the-world-301351721.html: "Customers will be able to deploy Workday Financial Management, Workday Human Capital Management (HCM), and Workday Adaptive Planning all on Google Cloud's scalable and reliable infrastructure."

### 스트라이커 (mid)  → /stryker.md
- note: Alphabet (Google) hosts the care.ai platform, which Stryker acquired in 2024, on Google Cloud Platform. Stryker does not disclose its GCP spending.
- [confirms] Stryker (EN, ir, published 2026-03-13) https://www.stryker.com/eg/en/about/news/a-message-to-our-customers-03-2026.html: "The care.ai Platform is hosted on GCP, which is architecturally independent of the affected Stryker Corporate systems."

### HCA 헬스케어 (mid)  → /hca-healthcare.md
- note: Alphabet's Google Cloud has a multiyear partnership providing HCA with healthcare data APIs, BigQuery, cloud infrastructure, and professional services, while the customer-specific contract value is not disclosed.
- [confirms] Google Cloud Press Corner (EN, ir, published 2023-08-29) https://www.googlecloudpresscorner.com/2023-08-29-HCA-Healthcare-Collaborates-with-Google-Cloud-to-Bring-Generative-AI-to-Hospitals?asPDF=1: "HCA Healthcare and Google Cloud today announced a new collaboration designed to use generative AI technology to improve workflows"
- [confirms] HCA Healthcare Today (EN, ir, published 2021-05-25) https://hcahealthcaretoday.com/2021/05/25/hca-healthcare-partners-with-google-cloud-to-accelerate-digital-transformation/: "HCA Healthcare and Google Cloud announced a multi-year strategic partnership"

### 하니웰 테크놀로지스 (mid)  → /honeywell-technologies.md
- note: Alphabet, through Google Cloud, provides Vertex AI, Gemini, and threat intelligence for integration into Honeywell Forge and industrial cybersecurity products, and although no commercial consideration is disclosed, Google's AI and cloud technology is a confirmed external input to Honeywell's industrial software stack.
- [confirms] Honeywell (EN, ir, published 2024-10-21) https://www.honeywell.com/us/en/news/press-releases/2024/10/honeywell-and-google-cloud-to-accelerate-autonomous-operations-with-ai-agents-for-the-industrial-sector: "Google Cloud AI to enhance Honeywell’s product offerings and help upskill the industrial workforce."
- [confirms] Google (EN, ir, published 2024-10-21) https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/honeywell-ai/: "Now, Honeywell is using Vertex AI and Google’s large language models to build AI agents."

### 오토존 (mid)  → /autozone.md
- note: Alphabet's Google expanded its partnership with AutoZone in 2026 after AutoZone exited its legacy data centers and migrated most applications to Google Cloud, but the companies did not disclose the contract value.
- [confirms] Google Cloud via PR Newswire (EN, news, published 2026-04-22) https://www.prnewswire.com/news-releases/autozone-completes-three-year-cloud-migration-with-google-cloud-302749756.html: "AutoZone transitioned most of its applications to Google Cloud."

### 이베이 (mid)  → /ebay.md
- note: Alphabet provides Google Search, where eBay relies on product-discovery traffic and buys paid-search advertising, as well as Google Cloud Vertex AI and Vector Search for eBay's recommendation system, but eBay does not disclose Google-specific advertising or cloud spending.
- [mentions] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/1065088/000106508826000027/ebay-20251231.htm: "rely on Google search"
- [confirms] Google Cloud Blog (EN, ir, published 2024-03-07) https://cloud.google.com/blog/products/ai-machine-learning/ebay-uses-vertex-ai-vector-search-for-recommendations?hl=en: "implementing Google Cloud Vertex AI and Vector Search"

### 옴니콤 그룹 (mid)  → /omnicom-group.md
- note: Alphabet's Google provides advertising products and data that Omnicom uses to place media investments for client campaigns, while counterparty-specific spend is not disclosed.
- [mentions] SEC EDGAR (EN, filing, published 2026-02-20) https://www.sec.gov/Archives/edgar/data/29989/000002998926000006/omc-20251231.htm: "contractual commitments with media providers"
- [confirms] Digiday (EN, news, published 2025-01-06) https://digiday.com/media-buying/omnicom-media-group-hits-ces-with-a-blitz-of-search-related-partnerships-starting-with-google/: "OMG and Google have struck a two-pronged partnership"

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