Analyzing Cost of Revenue: Broadcom Inc. and Oracle Corporation

Analyzing Cost of Revenue: Broadcom Inc. vs. Oracle Corporation

In the ever-evolving landscape of technology giants, understanding the cost of revenue is crucial for investors and analysts alike. From 2014 to 2024, Broadcom Inc. and Oracle Corporation have shown distinct trajectories in their cost of revenue. Broadcom's cost of revenue surged by approximately 696%, from $2.39 billion in 2014 to an impressive $19.07 billion in 2024. This reflects Broadcom's aggressive expansion and acquisition strategy, positioning itself as a leader in the semiconductor industry. In contrast, Oracle's cost of revenue grew by about 109%, from $7.24 billion to $15.14 billion over the same period, highlighting its steady growth in cloud services and software solutions. The data reveals a fascinating narrative of two tech titans navigating their paths in a competitive market, with Broadcom's rapid growth outpacing Oracle's more measured approach.