Comparing Cost of Revenue Efficiency: Oracle Corporation vs ASML Holding N.V.

A Decade of Cost Efficiency: Oracle vs. ASML

In the ever-evolving tech landscape, cost efficiency is a critical metric for success. Over the past decade, Oracle Corporation and ASML Holding N.V. have demonstrated contrasting trends in their cost of revenue. From 2014 to 2023, Oracle's cost of revenue increased by approximately 87%, peaking at $13.56 billion in 2023. Meanwhile, ASML's cost of revenue surged by nearly 300%, reaching $13.42 billion in the same year. This remarkable growth reflects ASML's expanding role in the semiconductor industry, driven by the global demand for advanced lithography machines.

Interestingly, Oracle maintained a relatively stable cost structure until 2020, after which it saw a significant rise. The data for 2024 is incomplete, highlighting the need for continuous monitoring. These insights underscore the importance of strategic cost management in maintaining competitive advantage in the tech sector.