Analyzing Cost of Revenue: Broadcom Inc. vs. Intuit Inc.

In the ever-evolving landscape of technology, understanding the cost dynamics of industry giants like Broadcom Inc. and Intuit Inc. is crucial. Over the past decade, Broadcom's cost of revenue has surged by approximately 700%, reflecting its aggressive expansion and acquisition strategy. In contrast, Intuit's cost of revenue has grown by around 420%, showcasing its steady growth in the financial software sector.

A Decade of Growth

From 2014 to 2024, Broadcom's cost of revenue increased from 2.4 billion to 19.1 billion, while Intuit's rose from 668 million to 3.5 billion. This growth highlights Broadcom's significant investment in its supply chain and production capabilities, while Intuit's increase underscores its focus on enhancing customer experience and product offerings.

Strategic Implications

These trends offer insights into each company's strategic priorities, with Broadcom focusing on scale and Intuit on innovation.