Cost of Revenue Comparison: ASML Holding N.V. vs Guidewire Software, Inc.

Cost of Revenue: A Tale of Two Companies

In the ever-evolving landscape of technology and innovation, ASML Holding N.V. and Guidewire Software, Inc. stand as intriguing case studies in cost management. Over the past decade, ASML has seen its cost of revenue skyrocket by nearly 300%, from approximately $3.4 billion in 2014 to an impressive $13.4 billion in 2023. This reflects the company's aggressive expansion and investment in cutting-edge semiconductor technology. In contrast, Guidewire Software's cost of revenue has grown at a more modest pace, increasing by about 200% from $148 million in 2014 to $447 million in 2023. This steady growth underscores Guidewire's focus on sustainable scaling in the insurance software sector. Notably, 2024 data for ASML is missing, leaving room for speculation on future trends. This comparison highlights the diverse strategies and market dynamics that shape the financial trajectories of these industry leaders.