Analyzing Cost of Revenue: Salesforce, Inc. vs. SAP SE

In the ever-evolving landscape of enterprise software, understanding the cost dynamics of industry giants like Salesforce, Inc. and SAP SE is crucial. Over the past decade, from 2014 to 2023, SAP SE has consistently maintained a higher cost of revenue compared to Salesforce, Inc., with an average of approximately $7.5 billion annually. However, Salesforce has shown a remarkable growth trajectory, with its cost of revenue increasing by nearly 800% from 2014 to 2023, reflecting its aggressive expansion and market penetration strategies.

Key Insights

• SAP SE: Despite fluctuations, SAP's cost of revenue peaked in 2022, indicating a robust operational scale.
• Salesforce, Inc.: The company's cost of revenue surged, especially post-2018, highlighting its rapid growth and increased market share.

The data for 2024 is incomplete, suggesting ongoing developments in the financial strategies of these tech behemoths.