A Decade of Gross Profit: Applied Materials vs. Dell Technologies

In the ever-evolving landscape of technology, the financial performance of industry giants like Applied Materials, Inc. and Dell Technologies Inc. offers a fascinating glimpse into their strategic prowess. Over the past decade, Dell Technologies has consistently outperformed Applied Materials in terms of gross profit, with figures peaking at approximately $22.7 billion in 2023, a remarkable 140% increase from 2014. Meanwhile, Applied Materials has shown a steady upward trajectory, achieving a gross profit of around $12.9 billion in 2024, marking a 235% growth since 2014.

Key Insights

• Dell's Dominance: Dell's gross profit surged by 167% from 2014 to 2023, reflecting its robust market position.
• Applied's Growth: Despite starting lower, Applied Materials' gross profit grew by 235% over the same period, showcasing its resilience and strategic growth.

This financial narrative underscores the dynamic nature of the tech industry, where strategic decisions and market adaptability define success.