Analyzing Cost of Revenue: Applied Materials, Inc. and Nutanix, Inc.

Analyzing Cost of Revenue: A Tale of Two Companies

In the ever-evolving landscape of technology, understanding the cost of revenue is crucial for assessing a company's financial health. Applied Materials, Inc. and Nutanix, Inc. offer a fascinating study in contrasts. Over the past decade, Applied Materials has seen its cost of revenue grow by approximately 173%, from $5.2 billion in 2014 to an estimated $14.3 billion in 2024. This reflects its expanding footprint in the semiconductor industry. Meanwhile, Nutanix, a leader in cloud computing, has experienced a more modest increase of around 432%, from $60 million to $324 million over the same period. This disparity highlights the different scales and growth trajectories of these companies. While Applied Materials' cost of revenue is significantly higher, Nutanix's rapid percentage growth underscores its dynamic presence in the tech sector. As we look to the future, these trends offer valuable insights into the strategic directions of these industry giants.