Products & Share
Products & Share is a data page on the Companies desk of Glassbox Auditing. Every product and service line a company reports revenue for, each line's share of the company, and its market share and rank where a free source measures that market. Which lines grow and who leads each market decide where a company's revenue and pricing power come from.
Last updated: .
What is on this page today?
- Desktop operating systems: Windows leads with 74.8% (Oct 2026), +2.3 points on Sep 2026 — #2 macOS 15.3% · #3 Linux 5.5% · share of page views, worldwide; 66.3% a year earlier (StatCounter Global Stats, 30 Oct 2026) MSFT
- Mobile operating systems: Android leads with 72.4% (Oct 2026), +3.1 points on Sep 2026 — #2 iOS 27.6% · #3 KaiOS 0.0% · share of page views, worldwide; 72.6% a year earlier (StatCounter Global Stats, 30 Oct 2026) GOOGL
- Phone makers (devices in use): Apple leads with 27.6% (Oct 2026), -3.1 points on Sep 2026 — #2 Samsung 22.7% · #3 Xiaomi 11.8% · share of page views, worldwide; 27.0% a year earlier (StatCounter Global Stats, 30 Oct 2026) AAPL
- Web browsers: Chrome leads with 68.8% (Oct 2026), +2.4 points on Sep 2026 — #2 Safari 16.6% · #3 Edge 5.3% · share of page views, worldwide; 73.2% a year earlier (StatCounter Global Stats, 30 Oct 2026) GOOGL
- California new ZEV sales (by make): Tesla leads with 50.3% (Q3 2026), +3.5 points on Q2 2026 — #2 Toyota 7.5% · #3 Hyundai 6.0% · share of new zero-emission vehicles sold in California, Q4 2025 to Q3 2026 (312,198 vehicles; battery, plug-in hybrid and fuel cell; Q3 2026 preliminary); 39.8% in the four quarters… (California Energy Commission, New ZEV Sales (DMV registrations), 29 Sep 2026) TSLA
- California new ZEV sales (by model): Tesla Model Y leads with 35.9% (Q3 2026), +3.5 points on Q2 2026 — #2 Tesla Model 3 11.1% · #3 Hyundai IONIQ 5 4.8% · share of new zero-emission vehicles sold in California, Q4 2025 to Q3 2026 (312,198 vehicles; battery, plug-in hybrid and fuel cell; Q3 2026 preliminary); 23.2% in the… (California Energy Commission, New ZEV Sales (DMV registrations), 29 Sep 2026) TSLA
- Cloud infrastructure services: Amazon (AWS) leads with 26.0% (Q3 2026), -2.0 points on Q2 2026 — #2 Microsoft (Azure) 19.0% · #3 Google (Cloud) 16.0% · share of enterprise spending, worldwide (Synergy Research Group, 29 Sep 2026) AMZN
- Apple: Americas is 41% of its revenue — Next: Europe 27%, Greater China 17% · 5 reported lines · One of the five largest companies with a usable revenue breakdown (SEC filings, 25 Sep 2026) AAPL
- US TV viewing time: YouTube leads with 15.8% (August 2026), +2.3 points on June 2026 — #2 Netflix 7.7% · #3 Paramount 2.3% · share of all US TV viewing (Nielsen The Gauge) (Nielsen The Gauge, 30 Aug 2026) GOOGL
- Mckesson Corp: North American Pharmaceutical is 84% of its revenue — Next: Oncology And Multispecialty 12%, Medical Surgical Solutions 3% · 4 reported lines · One of the five largest companies with a usable revenue breakdown (SEC filings, 30 Mar 2026) MCK
- Walmart Inc.: Grocery is 50% of its revenue — Next: Walmart International 19%, General Merchandise 18% · 6 reported lines · One of the five largest companies with a usable revenue breakdown (SEC filings, 30 Jan 2026) WMT
- CVS HEALTH Corp: Product is 62% of its revenue — Next: Other revenue (not split out) 34%, Service 4% · 3 reported lines · One of the five largest companies with a usable revenue breakdown (SEC filings, 30 Dec 2025) CVS
- Amazon: North America is 59% of its revenue — Next: International 23%, Web Services 18% · 3 reported lines · One of the five largest companies with a usable revenue breakdown (SEC filings, 30 Dec 2025) AMZN
Where does the data come from?
Items on this page come from StatCounter Global Stats; California Energy Commission, New ZEV Sales (DMV registrations); Synergy Research Group; SEC filings; Nielsen The Gauge. Each item links to its own source. All sources, how items are checked.
What does this page lead to?
- Competitors (Companies): Share gained in a measured market is share a rival lost, so a company's rising share tends to show as falling share for the competitors it names. (moves the other way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Valuation (Companies): Product lines that grow faster than the rest of the company tend to earn a higher multiple, so a revenue mix shifting toward them tends to lift the company's P/E. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Amazon Listings (Feed): Consumer brands' products are listed on Amazon, where ranks and review counts give a weekly read on the sales these revenue lines report each quarter. (moves the same way; weeks; company scale) Source: Amazon.com listings via Amazon Scraper API.
- Web Tracking (Feed): Search interest in a named product tends to lead its reported revenue, so Web Tracking follows these product lines between quarterly reports. (moves the same way; weeks; company scale) Source: Google Trends.
- Courts & Lawsuits (Companies): A leading share invites antitrust suits from the government and rivals, as in the Justice Department's search and ad-tech cases against Google; higher share in a market raises that exposure. (moves the same way; years; company scale) Source: CourtListener (Free Law Project), RECAP federal dockets and opinions.
What feeds this page?
- AI Trajectory (AI): The open-marketplace vector reads each company's share of OpenRouter token volume, a public sample of which models developers pay to run, the usage behind the AI product lines listed companies report. (either way, depending on the cause; months; company scale) Source: OpenRouter model prices.
- AI Models (AI): New models are sold through the developers' and their partners' cloud lines (Azure, Google Cloud, AWS), the product revenue these companies report. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Cloud Prices (Companies): Analytics and storage list prices feed the cloud revenue lines Amazon, Microsoft, Alphabet and Snowflake report; a price change reaches every customer on that service. (moves the same way; quarters; company scale) Source: AWS Price List Bulk API (us-east-1 list prices).
- Competitors (Companies): A named rival winning customers shows as lost share in the product lines measured here. (moves the other way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Companies & Research (Education): NIH-funded science lay behind every new drug approved in 2010-2016 (Cleary and others, 2018), so federal research money feeds drug makers' product lines years later. (moves the same way; years; sector scale) Source: NIH RePORTER (research grants by organisation).
- Reddit (Feed): Posts in a company's own subreddit about launches, price changes or problems are an early read on customer reaction before the product revenue is reported. (moves the same way; weeks; company scale) Source: Arctic Shift Reddit archive (every public post and comment, archived as it is made).
- YouTubers (Feed): Tech reviewers' videos on a new phone, chip or app reach millions before launch sales are reported, an early read on demand for the products on Products & Share. (moves the same way; weeks; company scale) Source: YouTube Data API v3 (official; the owner's free key).
- Web Tracking (Feed): Interest in a company's products (iPhone, AWS, YouTube) against their own past is an early read on the product revenue reported in the next 10-Q. (moves the same way; a quarter; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Events & Interviews (Feed): Products launched at conventions and developer conferences start the sales that later show in a company's product revenue lines. (moves the same way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
- Amazon Listings (Feed): Best-sellers rank and ratings counts show which brands win in a category on the largest US online store, one read on the market share Products & Share reports. (moves the same way; weeks; company scale) Source: Amazon.com listings via Amazon Scraper API.
What else is on the Companies desk?
- Auto & Energy
- Bond Issuance
- Cloud & Hubs
- Cloud Prices
- Company
- Company History
- Company Research
- Competitors
- Courts & Lawsuits
- Dividend Health
- Energy Industry
- Executive Statements
- Government Stakes
- Job Listings
- Law Firms
- Leadership
- Mergers & Acquisitions
- Regulatory Exposure
- Service Outages
- Supply & Demand
- Supply Map
- Trade Exposure
- Valuation