Cost of Revenue: Adobe Inc. vs Arista Networks, Inc.

In the ever-evolving tech industry, understanding cost efficiency is crucial. Adobe Inc. and Arista Networks, Inc. have shown intriguing trends in their cost of revenue over the past decade. Adobe's cost of revenue has surged by approximately 280% from 2014 to 2023, reflecting its expanding product offerings and market reach. In contrast, Arista Networks has experienced a remarkable 1,060% increase in the same period, highlighting its aggressive growth strategy in the networking sector.

Key Insights

• Adobe Inc.: From 2014 to 2023, Adobe's cost of revenue grew steadily, peaking in 2023. This growth aligns with its strategic acquisitions and cloud-based service expansion.
• Arista Networks, Inc.: Arista's cost of revenue saw a significant rise, especially post-2020, indicating its rapid scaling and increased market penetration.

The data for 2024 is incomplete, suggesting a need for further analysis to understand future trends.