Cost of Revenue Comparison: Salesforce, Inc. vs Analog Devices, Inc.

Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology, Salesforce, Inc. and Analog Devices, Inc. have carved distinct paths. Over the past decade, Salesforce's cost of revenue has surged by approximately 780%, reflecting its aggressive expansion and market penetration. In contrast, Analog Devices has seen a more modest increase of around 290%, indicative of its steady growth in the semiconductor industry.

A Decade of Transformation

From 2014 to 2024, Salesforce's cost of revenue grew from just under $1 billion to over $8.5 billion, showcasing its rapid scaling and investment in cloud services. Meanwhile, Analog Devices, with its focus on innovation in analog technology, saw its cost of revenue rise from about $1 billion to over $4 billion. This comparison highlights the diverse strategies and market dynamics influencing these industry leaders. As we look to the future, these trends offer valuable insights into the evolving priorities and challenges faced by tech giants.