Cost of Revenue: Key Insights for Applied Materials, Inc. and NetApp, Inc.

Cost of Revenue Trends: Applied Materials, Inc. vs. NetApp, Inc.

In the ever-evolving landscape of technology, understanding cost structures is crucial for investors and analysts. Over the past decade, Applied Materials, Inc. has seen a remarkable 173% increase in its cost of revenue, peaking at approximately $14.3 billion in 2024. This growth reflects the company's expanding operations and market reach. In contrast, NetApp, Inc. has experienced a more modest fluctuation, with its cost of revenue decreasing by about 24% from 2014 to 2024, settling around $1.8 billion. This divergence highlights differing strategic approaches: while Applied Materials scales aggressively, NetApp focuses on efficiency and cost management. These insights provide a window into the operational dynamics of two key players in the tech industry, offering valuable perspectives for stakeholders aiming to navigate the complexities of the market.