Analyzing Cost of Revenue: Oracle Corporation and MicroStrategy Incorporated

Analyzing Cost of Revenue: Oracle vs. MicroStrategy

In the ever-evolving tech industry, understanding cost structures is crucial. From 2014 to 2023, Oracle Corporation and MicroStrategy Incorporated have shown distinct trends in their cost of revenue. Oracle's cost of revenue has surged by approximately 87%, peaking at $13.56 billion in 2023, reflecting its expansive growth and market dominance. In contrast, MicroStrategy's cost of revenue has remained relatively stable, with a slight increase of around 8% over the same period, reaching $109 million in 2023. This stability suggests a more conservative approach to scaling operations. Notably, Oracle's cost of revenue in 2024 is projected to rise further, while MicroStrategy's data for 2024 remains unavailable, indicating potential strategic shifts. These insights highlight the contrasting financial strategies of these tech giants, offering a glimpse into their operational priorities and market positioning.