Analyzing Cost of Revenue: Oracle Corporation and Workday, Inc.

Analyzing Cost of Revenue: Oracle vs. Workday

In the ever-evolving tech industry, understanding cost structures is crucial for evaluating company performance. This analysis delves into the cost of revenue for Oracle Corporation and Workday, Inc. from 2014 to 2024. Over this decade, Oracle's cost of revenue has surged by approximately 109%, peaking at $15.1 billion in 2024. In contrast, Workday's cost of revenue has grown by nearly 900%, reaching $1.77 billion in the same year.

Key Insights

• Oracle's Steady Growth: Oracle's cost of revenue remained relatively stable until 2022, after which it saw a significant increase, reflecting strategic investments or scaling operations.
• Workday's Rapid Expansion: Workday's cost of revenue has consistently increased, highlighting its aggressive growth strategy in the cloud computing sector.

These trends underscore the contrasting growth trajectories and strategic priorities of these tech giants, offering valuable insights for investors and industry analysts.