Analyzing Cost of Revenue: Oracle Corporation and Micron Technology, Inc.

Analyzing Cost of Revenue: Oracle vs. Micron

In the ever-evolving landscape of technology, understanding the cost dynamics of industry giants like Oracle Corporation and Micron Technology, Inc. is crucial. Over the past decade, from 2014 to 2024, Micron's cost of revenue has surged by approximately 78%, reflecting its aggressive expansion and increased production capabilities. In contrast, Oracle's cost of revenue has grown by about 109%, indicating its strategic investments in cloud infrastructure and software services.

Key Insights

• Micron Technology, Inc.: Starting at around $10.9 billion in 2014, Micron's cost of revenue peaked at nearly $19.5 billion in 2024, showcasing its robust growth trajectory.
• Oracle Corporation: Oracle's cost of revenue rose from approximately $7.2 billion in 2014 to $15.1 billion in 2024, highlighting its significant shift towards cloud computing.

This data underscores the strategic shifts and market dynamics influencing these tech titans, offering valuable insights for investors and industry analysts.