Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology, Apple Inc. and MicroStrategy Incorporated stand as titans, albeit on different scales. Over the past decade, Apple's cost of revenue has surged by approximately 88%, reflecting its expansive growth and market dominance. From 2014 to 2023, Apple's cost of revenue increased from $112 billion to $214 billion, showcasing its robust supply chain and production capabilities.

Conversely, MicroStrategy, a leader in business intelligence, has maintained a more modest trajectory. Its cost of revenue hovered around $100 million annually, with a slight uptick in recent years. This stability underscores MicroStrategy's focused business model and niche market presence.

Interestingly, 2024 data for MicroStrategy is missing, hinting at potential shifts or reporting changes. As these companies continue to innovate, their financial strategies will undoubtedly shape the tech industry's future.