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How about Vizio's Q4 earnings report? You can see that "Platform+" accounts for nearly twice as much profit as hardware in 2021. https://investors.vizio.com/in

• davidgay 5y ago
  Because money is "funny" inside companies, and because there's no platform sales without hardware sales, I would think that the relevant metric from an external perspective is total revenue (The change in fraction of revenue over the years is probably interesting too).