Comparing Cost of Revenue Efficiency: Applied Materials, Inc. vs Western Digital Corporation

A Decade of Cost Efficiency: Applied Materials vs. Western Digital

In the ever-evolving landscape of technology, cost efficiency remains a pivotal factor for success. Over the past decade, from 2014 to 2024, Applied Materials, Inc. and Western Digital Corporation have showcased contrasting trends in their cost of revenue. Applied Materials has demonstrated a remarkable 173% increase in cost efficiency, with costs rising from approximately $5.2 billion in 2014 to $14.3 billion in 2024. This growth reflects their strategic investments and scaling operations. In contrast, Western Digital's cost of revenue peaked in 2017 at $13 billion, followed by a gradual decline to $10 billion in 2024, indicating a shift in their operational strategy. This comparison highlights the dynamic nature of cost management in the tech industry, where companies must continuously adapt to maintain competitive advantage. As we look to the future, these trends offer valuable insights into the financial strategies of leading tech giants.