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Natural-language screening guide

How to screen for Cloud computing stocks

How much revenue is actually disclosed as cloud? Inspect the real product screen and a source-backed three-period company comparison.

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TL;DR

A cloud computing tag does not tell you how much revenue a company earns from cloud services. Google Cloud represented 14.57% of Alphabet's FY2025 revenue, while AWS represented 17.96% of Amazon's. Compare disclosed segments with company totals, then check the fiscal period and source date. The screen's broad matches, including Apple, do not establish cloud revenue or implement an additional profitability filter.

See the screen in NexusTrade

NexusTrade Cloud computing stocks screen with the industry filter and Market Cap descending selected
Actual NexusTrade screen captured October 10, 2026. Values shown belong to the captured product snapshot.

The captured product view uses industry=cloudComputing, Market Cap and Descending. On October 10, 2026 it displayed 100 matches. That is the number shown by this view, not a claim that it covers every listed company.

The image records the interface and company matches at capture time. Prices and ratios are stored observations; the capture date is not their market date. Open the current company profile and check its observation dates before using those figures.

How much revenue is actually disclosed as cloud?

Alphabet and Amazon disclose cloud segments that can be compared with company totals. A broad cloud tag alone cannot tell you a company's cloud revenue share.

Test the exposure with reported financials

Scale: 0 to 716.92B USD · zero baseline

Revenue

  • GOOGL · 2023-12-31$307.394B
  • GOOGL · 2024-12-31$350.018B
  • GOOGL · 2025-12-31$402.836B
  • AMZN · 2023-12-31$574.785B
  • AMZN · 2024-12-31$637.959B
  • AMZN · 2025-12-31$716.924B

Scale: 0 to 132.17B USD · zero baseline

Net income

  • GOOGL · 2023-12-31$73.795B
  • GOOGL · 2024-12-31$100.118B
  • GOOGL · 2025-12-31$132.170B
  • AMZN · 2023-12-31$30.425B
  • AMZN · 2024-12-31$59.248B
  • AMZN · 2025-12-31$77.670B

Scale: 0 to 73.27B USD · zero baseline

Source FCF

  • GOOGL · 2023-12-31$69.495B
  • GOOGL · 2024-12-31$72.764B
  • GOOGL · 2025-12-31$73.266B
  • AMZN · 2023-12-31$32.217B
  • AMZN · 2024-12-31$32.878B
  • AMZN · 2025-12-31$7.695B

Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.

Show the table · 6 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

GOOGL · 2023-12-31$307.394B$84.293B / 27.42%$73.795B$69.495B
GOOGL · 2024-12-31$350.018B$112.390B / 32.11%$100.118B$72.764B
GOOGL · 2025-12-31$402.836B$129.039B / 32.03%$132.170B$73.266B
AMZN · 2023-12-31$574.785B$36.852B / 6.41%$30.425B$32.217B
AMZN · 2024-12-31$637.959B$68.593B / 10.75%$59.248B$32.878B
AMZN · 2025-12-31$716.924B$79.975B / 11.16%$77.670B$7.695B

Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.

Read-only NexusTrade sec_edgar fundamentals retrieved October 12, 2026 and checked against the original annual statements. Amounts below are USD billions; the retained raw response uses USD. These are historical fiscal periods, not a live quote or a forecast.

Apply the condition and explain the result

FY2025 cloud segment share

Scale: 0 to 17.96 % of own company revenue · zero baseline

FY2025

  • Google Cloud+14.57% of own company revenue
  • AWS+17.96% of own company revenue

Google Cloud and AWS use different segment definitions. These are shares of each company's own revenue, not cloud market share or AI revenue.

  1. Reported inputs

    Google Cloud grew $33.088B → $43.229B → $58.705B. Its company revenue share increased 10.76% → 12.35% → 14.57%.

  2. Calculated comparison

    AWS grew $90.757B → $107.556B → $128.725B. FY2025 AWS share is 128.725 ÷ 716.924 = 17.96%.

  3. Selection boundary

    The captured first rows include Apple. Its Services category includes businesses beyond cloud, so $109.158B of FY2025 Services cannot be relabeled cloud revenue.

What the industry tag cannot establish

Google Cloud and AWS segment definitions differ. The ratios measure disclosed segment exposure, not comparable AI revenue, market share or segment investment returns.

Reproduce this screen and comparison

Open the actual filter, check its current result dates, then reproduce the financial calculation. An industry-only URL does not silently implement an extra profitability or cash-flow rule. Record any added condition explicitly.

Check fiscal periods and public availability

Inspect every input period, publication date and source

Select FY rows by periodEnd instead of assuming the array is latest first. Source statements may present comparative years in one filing. Their later publication does not prove those exact restated values were available at the earlier historical date.

Scroll sideways to compare all columns. Select a heading to sort.

GOOGL20232023-12-312024-01-31Annual FY, USD
GOOGL20242024-12-312025-02-05Annual FY, USD
GOOGL20252025-12-312026-02-05Annual FY, USD
AMZN20232023-12-312024-02-02Annual FY, USD
AMZN20242024-12-312025-02-07Annual FY, USD
AMZN20252025-12-312026-02-06Annual FY, USD

Inspect the business exposure

Inspect the captured screen selection and company links
  1. Investigate the business exposure

    NVIDIA, Apple and Alphabet appeared at the top of the captured screen. Their presence illustrates how broad product classifications can be: membership alone does not tell you how much of a company's revenue comes from cloud services. Verify that exposure before building a cloud-only shortlist.

Make the selection explicit

Inspect the captured screen selection and company links

Check the filter Aurora resolves from your request. Confirm the resolved classification before treating a result as a match. Asking for profitable companies adds a financial condition; this industry-only screen does not silently claim to implement that condition.

Scroll sideways to compare all columns. Select a heading to sort.

Cloud computing stocksindustry=cloudComputingPublished revenue/product classification
Publicly listed universeSupported company classification catalogCheck listing status on the company profile
Review company fundamentalsCompany profile and dated daily snapshotA stored snapshot is not a live quote

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