Analyzing Cost of Revenue: Lam Research Corporation and PTC Inc.

Cost of Revenue Trends: Lam Research vs. PTC Inc.

__timestampLam Research CorporationPTC Inc.
Wednesday, January 1, 20142599828000373683000
Thursday, January 1, 20152974976000334734000
Friday, January 1, 20163266971000325665000
Sunday, January 1, 20174410261000329019000
Monday, January 1, 20185911966000326194000
Tuesday, January 1, 20195295100000325378000
Wednesday, January 1, 20205436043000334271000
Friday, January 1, 20217820844000371102000
Saturday, January 1, 20229355232000385980000
Sunday, January 1, 20239651591000441006000
Monday, January 1, 20247852595000486834000
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In pursuit of knowledge

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. This analysis focuses on Lam Research Corporation and PTC Inc., two giants in their respective fields. Over the past decade, Lam Research has seen a staggering 271% increase in its cost of revenue, peaking in 2023. This reflects its aggressive expansion and investment in cutting-edge semiconductor equipment. In contrast, PTC Inc. has maintained a more stable trajectory, with its cost of revenue growing by approximately 30% over the same period. This stability underscores PTC's strategic focus on software solutions, which typically incur lower production costs. The data from 2014 to 2024 highlights the contrasting business models and market strategies of these two companies, offering valuable insights for investors and industry analysts alike.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025