Cost of Revenue Comparison: Palo Alto Networks, Inc. vs Check Point Software Technologies Ltd.

Cybersecurity Giants' Cost Trends: A Decade in Review

__timestampCheck Point Software Technologies Ltd.Palo Alto Networks, Inc.
Wednesday, January 1, 2014176541000159628000
Thursday, January 1, 2015189057000251499000
Friday, January 1, 2016202003000370000000
Sunday, January 1, 2017212963000476600000
Monday, January 1, 2018201379000645300000
Tuesday, January 1, 2019215400000808400000
Wednesday, January 1, 2020226500000999500000
Friday, January 1, 20212581000001274900000
Saturday, January 1, 20223044000001718700000
Sunday, January 1, 20232826000001909700000
Monday, January 1, 20242059199999
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In pursuit of knowledge

A Decade of Cost Dynamics in Cybersecurity Giants

In the ever-evolving landscape of cybersecurity, Palo Alto Networks, Inc. and Check Point Software Technologies Ltd. have been pivotal players. Over the past decade, from 2014 to 2023, these companies have shown contrasting trends in their cost of revenue. Palo Alto Networks has seen a staggering increase of over 1,100% in its cost of revenue, reflecting its aggressive growth strategy and expansion efforts. In contrast, Check Point Software Technologies has maintained a more stable trajectory, with a modest increase of around 60%, highlighting its focus on efficiency and cost management.

The year 2023 marked a significant point, with Palo Alto Networks' cost of revenue reaching nearly $1.91 billion, while Check Point's was approximately $282 million. This divergence underscores the different business models and market strategies employed by these cybersecurity titans. As we look to the future, the missing data for 2024 leaves room for speculation on how these trends will evolve.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025