Analyzing Cost of Revenue: Oracle Corporation and Atlassian Corporation

Analyzing Cost of Revenue: Oracle vs. Atlassian

In the ever-evolving tech industry, understanding the cost of revenue is crucial for evaluating a company's financial health. This analysis compares Oracle Corporation and Atlassian Corporation from 2014 to 2024. Over this decade, Oracle's cost of revenue has shown a steady increase, peaking at approximately $15.1 billion in 2024, a 109% rise from 2014. In contrast, Atlassian's cost of revenue, while significantly lower, has grown at a faster pace, surging by over 2000% to reach around $803 million in 2024.

Key Insights

• Oracle's Dominance: Despite Atlassian's rapid growth, Oracle's cost of revenue remains substantially higher, reflecting its larger scale and market presence.
• Growth Trajectory: Atlassian's exponential growth highlights its aggressive expansion strategy and increasing market penetration.

This data underscores the contrasting growth dynamics of established giants and emerging players in the tech sector.