Analyzing Cost of Revenue: Applied Materials, Inc. and II-VI Incorporated

Analyzing Cost of Revenue: A Tale of Two Companies

In the ever-evolving landscape of the semiconductor industry, understanding the cost dynamics is crucial. Applied Materials, Inc. and II-VI Incorporated, two giants in this field, have shown distinct trends in their cost of revenue over the past decade. From 2014 to 2023, Applied Materials saw a steady increase, with costs rising by approximately 172%, peaking in 2023. This reflects their aggressive expansion and innovation strategies. In contrast, II-VI Incorporated experienced a more volatile journey, with a significant surge of over 670% in cost by 2023, indicating their rapid scaling and market adaptation. Notably, data for 2024 is missing for II-VI, suggesting potential reporting delays or strategic shifts. These trends highlight the contrasting growth strategies and market responses of these industry leaders, offering valuable insights for investors and analysts alike.