Analyzing Cost of Revenue: Oracle Corporation and FLEETCOR Technologies, Inc.

Analyzing Cost of Revenue: Oracle vs. FLEETCOR

In the ever-evolving landscape of technology and financial services, understanding cost structures is crucial. Over the past decade, Oracle Corporation and FLEETCOR Technologies, Inc. have shown distinct trends in their cost of revenue. Oracle, a titan in the tech industry, has consistently maintained a high cost of revenue, peaking at approximately $13.6 billion in 2023, a 50% increase from 2014. Meanwhile, FLEETCOR, a leader in payment solutions, has seen a dramatic rise, with costs surging by nearly 500% from 2014 to 2023, reaching over $1 billion. This stark contrast highlights Oracle's stable yet high-cost operations versus FLEETCOR's rapid growth trajectory. Notably, Oracle's data for 2024 is missing, leaving room for speculation on future trends. As these giants navigate their respective industries, their cost management strategies will be pivotal in shaping their competitive edge.

Key Insights

• Oracle's cost of revenue increased by 50% from 2014 to 2023.
• FLEETCOR's cost of revenue surged by nearly 500% in the same period.
• Missing data for Oracle in 2024 suggests potential shifts in strategy.