Cost of Revenue: Key Insights for Apple Inc. and Oracle Corporation

Cost of Revenue: A Comparative Analysis of Apple Inc. and Oracle Corporation

In the ever-evolving landscape of technology giants, understanding the cost of revenue is crucial for investors and analysts alike. Over the past decade, Apple Inc. has consistently demonstrated a robust growth trajectory in its cost of revenue, peaking at approximately $213 billion in 2023, a staggering 90% increase from 2014. This reflects Apple's expansive product line and global market reach. In contrast, Oracle Corporation's cost of revenue has shown a more modest growth, reaching around $15 billion in 2024, marking a 110% increase since 2014. This indicates Oracle's strategic focus on cloud services and enterprise solutions. The data highlights the contrasting business models and market strategies of these two tech behemoths, offering valuable insights into their operational efficiencies and market positioning. As we look to the future, these trends provide a window into the evolving dynamics of the tech industry.