Analyzing Cost of Revenue: Microsoft vs. Gen Digital

In the ever-evolving tech industry, understanding the cost of revenue is crucial for assessing a company's financial health. Over the past decade, Microsoft Corporation and Gen Digital Inc. have showcased contrasting trajectories in their cost of revenue. From 2014 to 2024, Microsoft's cost of revenue surged by approximately 174%, reflecting its expansive growth and increased operational scale. In contrast, Gen Digital Inc. experienced a more volatile journey, with a notable dip in 2020, where costs plummeted by nearly 66% compared to 2019. However, by 2024, Gen Digital's cost of revenue rebounded to 731 million, marking a 102% increase from its 2020 low. This divergence highlights Microsoft's consistent upward trend, while Gen Digital's fluctuations suggest strategic shifts or market challenges. As we delve deeper into these figures, the data underscores the dynamic nature of the tech sector and the strategic maneuvers companies must employ to thrive.