Analyzing Cost of Revenue: Oracle Corporation and Ubiquiti Inc.

Analyzing Cost of Revenue: Oracle vs. Ubiquiti

In the ever-evolving tech industry, understanding the cost of revenue is crucial for evaluating a company's financial health. Over the past decade, Oracle Corporation and Ubiquiti Inc. have shown distinct trends in their cost structures. From 2014 to 2024, Oracle's cost of revenue has surged by over 100%, peaking at approximately $15 billion in 2024. This reflects Oracle's expansive growth and investment in its cloud infrastructure and services. In contrast, Ubiquiti Inc. has maintained a more stable cost of revenue, with a modest increase of around 270% over the same period, reaching nearly $1.2 billion in 2024. This stability highlights Ubiquiti's efficient cost management and focus on niche markets. As these companies continue to innovate, monitoring their cost of revenue will provide insights into their strategic priorities and market positioning.