Analyzing Cost of Revenue: Marvell Technology, Inc. and Gen Digital Inc.

Analyzing Cost of Revenue: Marvell Technology, Inc. vs. Gen Digital Inc.

In the ever-evolving tech industry, understanding the cost of revenue is crucial for assessing a company's financial health. This analysis delves into the cost of revenue trends for Marvell Technology, Inc. and Gen Digital Inc. from 2014 to 2024. Over this decade, Marvell Technology has consistently outpaced Gen Digital, with its cost of revenue peaking at approximately $3.2 billion in 2024, a staggering 94% increase from 2014. In contrast, Gen Digital's cost of revenue saw a more modest rise, peaking at around $1.15 billion in 2015 before stabilizing. Notably, Marvell's cost of revenue surged by 98% between 2020 and 2024, reflecting its aggressive growth strategy. Meanwhile, Gen Digital experienced a 102% increase from its 2020 low, indicating a recovery phase. These trends highlight the dynamic nature of the tech sector and the strategic maneuvers companies employ to maintain competitiveness.