Analyzing Cost of Revenue: Oracle Corporation and Amphenol Corporation

Analyzing Cost of Revenue: Oracle vs. Amphenol

In the ever-evolving landscape of technology and electronics, understanding the cost dynamics of industry giants like Oracle Corporation and Amphenol Corporation is crucial. Over the past decade, from 2014 to 2024, both companies have shown significant shifts in their cost of revenue, reflecting broader market trends and strategic decisions.

Oracle, a leader in software and cloud solutions, has seen its cost of revenue grow by approximately 110%, peaking in 2024. This increase highlights Oracle's expanding operations and investments in cloud infrastructure. Meanwhile, Amphenol, a key player in electronic components, has experienced a remarkable 176% rise in its cost of revenue over the same period, underscoring its aggressive market expansion and product diversification.

These trends not only reveal the companies' growth trajectories but also provide insights into their strategic priorities in a competitive global market.