What was the last major tech company that was a revolution and not mere iteration?

Maybe Netflix?

That’s a good one. Which suggests Amazon as well; similar revolution in distribution and scale.

But there were companies shipping DVDs before Netflix, and also companies streaming movies online before them. So really a marketing / operations / distribution revolution.

Netflix and Amazon were the first to effectively scale their revolutions up to mainstream accessibility that made them clearly superior to the competition. You could say they brought already-simmering revolutions to boil.

Google was initially revolutionary just because their search engine actually worked incredibly well back before people started trying to game their rankings