Analyzing Cost of Revenue: Broadcom Inc. and VMware, Inc.

Analyzing Cost of Revenue: Broadcom Inc. vs. VMware, Inc.

In the ever-evolving tech industry, understanding the cost of revenue is crucial for evaluating a company's financial health. Broadcom Inc. and VMware, Inc., two giants in the sector, have shown distinct trends over the past decade. Broadcom's cost of revenue has surged by over 700% from 2014 to 2023, reflecting its aggressive expansion and acquisition strategy. In contrast, VMware's cost of revenue has increased by approximately 240% during the same period, indicating steady growth. Notably, Broadcom's cost of revenue in 2024 is projected to reach nearly double its 2023 value, highlighting a significant leap. However, VMware's data for 2024 remains unavailable, leaving room for speculation. This analysis provides a window into the strategic financial maneuvers of these tech titans, offering insights into their operational efficiencies and market positioning.

Key Insights

• Broadcom's cost of revenue increased by 700% from 2014 to 2023.
• VMware's cost of revenue rose by 240% over the same period.
• Missing data for VMware in 2024 leaves future trends open to interpretation.