Cost of Revenue Comparison: Oracle Corporation vs Palo Alto Networks, Inc.

Cost of Revenue: Oracle vs. Palo Alto Networks

In the ever-evolving tech industry, understanding cost structures is crucial. Oracle Corporation, a stalwart in enterprise software, and Palo Alto Networks, a leader in cybersecurity, present a fascinating study in contrasts. From 2014 to 2024, Oracle's cost of revenue has surged by over 109%, peaking at approximately $15.1 billion in 2024. This reflects its expansive operations and diverse product offerings. In contrast, Palo Alto Networks, with its focus on cybersecurity, has seen its cost of revenue grow by nearly 1,190% over the same period, reaching around $2.1 billion in 2024. This dramatic increase underscores the rising demand for cybersecurity solutions in a digital-first world. While Oracle's costs are significantly higher, Palo Alto's rapid growth highlights its aggressive market expansion. This comparison offers a window into the strategic priorities and market dynamics of these tech giants.