Cost of Revenue Comparison: Microsoft Corporation vs CDW Corporation

Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology and services, Microsoft Corporation and CDW Corporation stand as titans, each with a unique trajectory in cost management. From 2014 to 2023, Microsoft's cost of revenue surged by approximately 143%, reflecting its expansive growth and diversification in cloud services and software. In contrast, CDW Corporation, a leading provider of technology solutions, saw a more modest increase of around 65% over the same period.

A Decade of Transformation

Microsoft's cost of revenue consistently outpaced CDW's, peaking in 2023 at over 6.5 times CDW's cost. This disparity highlights Microsoft's aggressive expansion strategy and its impact on operational costs. Notably, 2024 data for CDW is missing, leaving room for speculation on its future trajectory. As these companies continue to innovate, their cost structures will remain a critical indicator of their strategic directions.